Our vision is to rally mortgage brokers from across Australia, we want to share our industries best practice to help brokers maximise client value, reduce their working hours and increase their overall settlements & profitability.

Use the following tools to help improve your businesses.

- My 90 day plan to double your mortgage settlements

- Daily Planner

- Statement of position template

- Client checklist template

- Client meeting agenda

- Weekly planner

- Bulletproof customer contact process

- Our YouTube channel stacked full of videos from our industries best

- Broker File Note

- Credit memo template

BULLETPROOF 12 STEP CUSTOMER TOUCH POINT PROCESS

PRE-APPLICATION

Good morning/afternoon (insert customers name), It was a pleasure speaking with you earlier, As discussed, we will meet on (insert day, date and time) at (location), If you have any questions prior to our meeting, please feel free to contact me directly via phone or email, Have a nice day, (Sign off with your name and details)
Good morning/afternoon (insert customers name), Thank you for your time on (insert day of meeting), was great to see you and go through further details about what youíre looking to achieve, As discussed, we will require the following documentation to get the process started: (List documents needed) **E.G.***[1. 2 most recent and consecutive payslips]**E.G.*** If you have any questions regarding the requirements feel free to touch base, Thank you, (Sign off with your name and details)

Application

Good morning/afternoon (insert customers name), Touching base to advised the application has now been completed and submitted to (name the lender) From here the valuation will be ordered and application assessed, I'll touch base with an update within the next 3 business days, As always, feel free to touch base if you have any questions regarding the process from here, Kind regards,
Good morning/afternoon (insert customers name), Hope you're well, I can confirm we've just received the completed valuation, The property has valued in at (further details re-valuation) From here (insert lenders name) will finalise the application, I'll have another update within the next 2 business days, Kind regards,
Good morning/afternoon (insert customers name), I can confirm the application is now conditionally approved, subject to (name the requirement), Once this has been completed, (name lender) will finalise the assessment, I'll keep you posted moving forward ,
Good morning/afternoon (insert customers name), Congratulations! The application is now unconditionally approved. Please see attached confirmation of the approval, The contracts will be posted out in the next few days, please advise once received.
Good morning/afternoon (insert customers name), Quick update, the loan contracts have now been posted. Have a nice day.
Good morning/afternoon (insert customers name), Confirming the signed loan contracts have now been received, (insert lender name) will examine the signed documentation and finalise settlement preparation moving forward,
Good morning/afternoon (insert customers name), Wanted to let you know the examination of the signed contracts has been completed successfully, Settlement details will be finalised within the next few days, I'll keep you posted moving forward,
Good morning/afternoon (insert customers name), We are now ready to book in settlement, Your solicitor has been sent information to book in settlement and they'll generally touch base to advise the settlement contribution you'll require,

Post-settlement

Good morning/afternoon (insert customers name), Congratulations settlement has been completed successfully today, Was a pleasure assisting you, feel free to touch base with me any time in the future. Also if you have friends or family that would require assistance as we've done for you please pass on my details, it would be appreciated,
Good morning/afternoon (insert customers name), Hope you're well. Wanted to touch base as it's been one year since we set up your loan, I trust you've settled in well with (name lender). Don't hesitate to touch base with me if I can be of any assistance both now and in the future. Also if you have friends or family that require assistance with lending to purchase a property or consolidate debt please feel free to pass on my details, Kind regards,
Good morning/afternoon (insert customers name), Have a wonderful, happy, healthy birthday now and forever. Happy Birthday! All the best, may this special day be a memorable one,

EDITABLE WEEKLY PLANNER WITH GUARANTEED RESULTS

DOUBLE YOUR MORTGAGE SETTLEMENTS WITH THIS 90 DAY PLAN