Mortgage Broker 5 Point Plan


We know you are all exhausted after a tough year…but if you start planning your 2021 NOW, you will hit the ground running and take advantage of the continued spike in opportunities.

Here are our Top 5

Plan a good rest

This is the most important tip. If you are feeling the pinch from the chaos of this year, 100% take a GOOD break.  You will not be able to kick off fresh in 2021 if you have not given yourself time out.  Australians are still good at not expecting you to be working hard in January, take advantage of it, plan  for it and have at least 2 weeks off, but maybe more!  You may lose one or two opportunities, it is unlikely, but it will be worth it. 

Push your current pipeline hard

Use the next two to three weeks to push all deals in the system as hard as you can.  The less you have rolling over to next year, the less stress you will have over December and January.

Business Plan

Do not put this off until February next year.  Have a think now about how you want your business to look by the end of 2021.

  • What is your marketing plan?
  • How much business will you write?
  • What is your resourcing plan?

Start visualising this now, put it down on paper, discuss it with someone you trust. 

Know your first push

To hit the ground running, have a think how you are going to push for business in the new year. What will your angle be to get your initial prospects in?

Get BID-ready

Best Interest Duty is going to be the big major change for us in the New Year. Make sure you understand it as much as possible so that you will not feel it is a major distraction for you when you do your first deals in 2021.