Broker Growth Framework
This program is designed to elevate the success of single and multi-operator brokers through targeted strategies in lead generation and scalable growth.
Program Overview:
- Single Operator Blueprint: Tailored coaching for enhanced lead generation and operational efficiency for individual brokers.
- Multi Operator Blueprint: Tailored coaching for enhanced lead generation and operational efficiency for individual brokers and strategic guidance for brokerage firms on team expansion, process automation, and leadership for scalable growth.
This program is designed for mortgage brokers and brokerage firms aiming to increase leads, streamline operations, and scale effectively.
Program Features (Online):
- 90-minute individual planning session
- Monthly Masterclass
- Group coaching sessions first and second Tuesday of every month
- 30-minute individual performance coaching or consulting session per month
Price is $1,900 + GST per month, which is an 11-month commitment.
Expected Outcomes:
- Increased lead generation and conversion rates for participants.
- Streamlined operations and enhanced team productivity.
- Sustainable business growth and scalability for brokers.
Loan Submission (Price Range $50-$200)
We have several loan submission options, our most popular package is our:
Data Entry and Submission: $220
You can opt in for additional support in the following areas:
Doc collection
Servicing (Servicing data entry only)
Further fees where applicable
cloned application
The following fees apply where applicable:
Complex deals
Urgent submissions (Same day turn around)
Loan Processing/Tracking (Price Range $75 - $290)
Our most popular loan processing option is:
Loan processing from receipt of submission through to settlement
We also offer the following additional options:
Land and Construction (Including all construction drawdown payments)
Top-ups/increases
Commercial application
Equipment application
On Sale
On Sale
One off Coaching Session
Singular one on one coaching for in the moment coaching.
Business Coaching
12-week business coaching package:
Sessions:
1 x 2-hour business enquiry session*
1 x 1-hour goal setting session*
2 x 1-hour strategy and implementation sessions*
12 x weekly 15 minutes one on one coaching calls
Behind the scenes work:
Investigation and research
*Google meets or in-person if local to the Sunshine Coast
Mentoring
12-week mentoring package:
Sessions:
1 x 2-hour business enquiry session*
3 x 1.5-hour strategy and implementation sessions*
12 weekly 15 minutes one on one coaching calls OR 4 x 45 minute one on one sessions
*Google meets or in-person if local to the Sunshine Coast
Consultancy
12-week consultancy package:
Sessions:
1 x 3-hour consultancy session*
3 x 2-hour strategy and implementation sessions*
12 weekly 15 minutes one on one coaching calls
Behind the scenes work:
Qualitative and Quantitative research
Strategy and research presentation (Up to 12 hours)
*Google meets or in-person if local to the Sunshine Coast