Mortgage Brokers: Develop a more efficient and profitable business
Glenis Phillips SF Fin
Glenis Phillips, Designer of Financial Mappers and Advice Online.
Mortgage Brokers: Develop a more efficient and profitable business
Know your clients and develop a more efficient and profitable business.
The RBA has stated it will continue to raise interest rates until inflation is in the target range of 2% - 3%. Which of your clients can you immediately assist?
Financial Mappers has created an inexpensive product that allows Mortgage Brokers to give their clients access to a white-labeled 5-year financial planning tool.?This world-class fintech tool enables you to see the plans of your clients - what they want or need.?You can then provide the solution.
If you want to keep connected with your current and new clients, consider a free gift for your clients.
Talk to Malcolm Williams of?MDTConnect?about using the Enterprise version of?Financial Mappers.
To find out more watch this video. Mortgage Brokers Connecting with Clients.