Kara discusses becoming a new broker with
Vision Aggregation.
Kara Klapsinos
Dewhurst Financial Group
Software and CRM Training
Our Mentor program allows brokers to focus more on their business growth and less on mundane administration tasks.
- Client data entry
- Compliance documents production and filing
- Loan Application lodgment and tracking
- Fraud Prevention
- Settlement tracking and management
- Post settlement and switch training
Here is what Christina & Jake had to say about us…
The best decision we made for our business was to join Vision.
From our initial discussions and meetings with Leighton King to Helen Keepkie making the onboarding process painless and easy, we just had to provide all our documents and she did the rest.
All queries are always answered promptly by phone and email and it’s also nice going into the office and having a chat with David Lennox about how our business is going. We were made to feel very welcome straight away and we definitely recommend Vision as an Aggregator to new Brokers.
Christina & Jake Brennan
CSB Enterprises Pty Ltd
Building your customer Base
Vision is all about partnerships. We can help you form long lasting referral relationships.
Vision can assist with
- Referral Partner Sales Training
- Marketing
- Referral Agreements
- Commission Management
- Lead Reporting
Speak to us today.
We're here to answer any questions you may have, complete the form or simply give us a call.
