Becoming a Mortgage Broker

Kara discusses  becoming a new broker with
Vision Aggregation.

Kara Klapsinos
Dewhurst Financial Group

Credit Navigation and Guidance

Our Mentor program is designed to teach you more than the basics when it comes to lending and navigating the complex world of credit.

We will train you in

  • Working Lenders Servicing calculators
  • Reading self-employed tax returns
  • Compiling a lender Submission
  • Complex Loan Structuring
  • Loan Placement

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

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Our CRM is one of the most intuitive and straightforward platforms available

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