On clients …
I love meeting people and helping them achieve their goals – in fact, I find my clients inspiring!
One client was a refugee who was a single mother of three – her husband had died in war. When she came to me, she had 22 recent enquiries on her credit file, as she had been going from bank to bank to enquire about home loans. No one had explained to her how the system worked here and that asking around was in fact damaging her credit score! She had almost given up on ever purchasing a home.
I went to a bank that did not credit score and was able to get her a loan. She purchased a home for her family and has gone on to beautifully renovate it and buy an investment property. She is such a strong woman who just needed someone to listen to her and offer objective advice.
On female brokers …
It’s exciting to see more females joining the finance industry. Broking in particular is a great industry for females; it’s one of the few jobs where we have equal pay parity to men. In fact, female brokers often outperform the males. I have also found that female brokers in particular tend to be a great support to each other and are happy to share their knowledge and assist others.
On tools and resources …
A decent CRM system is essential in offering clients an outstanding service and in being an efficient broker. I have high hopes for our new system, Launchpad, and have recently subscribed to Bankstatements.com to assist with the verification and collection of bank statements. I have also signed up to Fileinvite and I am keen to see how this will streamline document collection. Ultimately, we are doing this job at a time where new technologies are exploding and this will continue to help us offer a better and simpler experience for our clients.
On succeeding with Smartline …
For someone considering becoming a Smartline Adviser, here are the three pillars of a wonderful career:
- treat your clients and colleagues with respect
- work hard, and
- always do what you say you will do in the timeframe you have promised
If you don’t ask, you don’t get