What are the benefits to our Partners?
Our partnership model is designed to enhance the overall service experience, financial performance, and control over the client journey for financial advisory and accounting firms. By integrating mortgage broking into your firm, we help create a more comprehensive client offering while delivering tangible financial rewards and maintaining control over the client experience.
Client Value
Our partnership elevates the level of service you provide to your clients, leading to higher engagement and satisfaction:
Quality Referrals: As clients experience a more holistic service that integrates mortgage advice into their overall financial planning, they are more likely to provide quality referrals, driving organic growth for your firm.
Increased Engagement: Clients become more invested in their overall financial strategy as they see how their mortgage decisions impact their long-term financial goals. This leads to deeper client relationships and stronger retention.
Improved Outcomes: With our strategic, well-informed approach to mortgage broking, clients are more likely to achieve their broader financial objectives, further enhancing their trust in your firm.
Financial Reward
Our model allows firms to unlock new revenue streams without the burden of additional operational complexity or costs:
Profit Margins Without Complexity: By partnering with us, your firm can capture debt service profit margins without the need to hire additional staff or manage the operational complexities that come with running a mortgage division.
Diversified Revenue Streams: This partnership not only boosts current revenue but also enhances your firm’s enterprise valuation by diversifying income sources and building a more resilient business model.
Meeting Financial KPIs: Leadership teams can leverage the additional revenue and increased client satisfaction to meet or exceed financial KPIs, delivering more value to shareholders and partners.
Control
Our partnership model ensures that your firm retains full control and oversight over the mortgage broking process, while mitigating risks:
Full Engagement: We ensure all relevant parties are fully informed and engaged throughout the entire client experience, providing transparency at every step.
Risk Mitigation: By offering mortgage advice under a joint venture structure, you can separate mortgage broking from your core business, mitigating risk while still capturing the value from the service.
Regular Refinement: Through regular meetings, we collaborate with your team to examine and refine the client experience and outcomes, ensuring continuous improvement and alignment with your firm’s goals.
