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Members Area

Mentoring

The principals of Loans Actually are to ensure that our brokers have the best chance of success. This means they need continued access to all the tools that will add value to their business.

Even the most experienced brokers require assistance at one time or another, whether that be specific product information, exposure to new selling methods or merely just a sounding board.

At Loans Actually we will assist all our members meet these needs through our team-orientated environment.

Other less experienced brokers will require more developmental tools such as:

  • Accreditations with banks
  • Compliance training
  • Product training
  • Interviewing techniques
  • Marketing suggestions
  • CRM input and management
  • And many others

Those requiring this additional mentoring will have access to the experience of our established members and alliance partners, in particular Lending Specialists and Life Insurance Advocates.

We offer:

State Business Manager

This position is currently vacant.

The ideal candidate will work with our new and existing members to help them grow their businesses and will be available to work with our members in training, marketing and development intiatives that will help them to take their businesses to the next level.

Training

You will receive on-going product, procedural and compliance training under the guidance of Loans Actually. Due to our reputation in the industry and the size of our group, many of these sessions will be held at the Loans Actually offices convenient to the majority of our members, not just in inner city offices.

Additional individual product training can also be organised.

Teamwork

Loans Actually has been built around the principles and promotion of a team environment and will be encouraging and assisting our membership to forge friendships and relationships with other industry participants. In keeping with this team focus, we will also be providing regular and ongoing single/group training sessions.

We will also ensure our membership is kept up to date with the latest in compliance and regulation requirements.

Under arrangement, our members will have the opportunity of participating in interview role-plays and attending real life interviews with experienced lending consultants.

Guidance and Up-To-Date Information

We want our brokers to have a say in their business. Loans Actually will guide and provide up to date and relevant industry information, but in the end, it will remain the broker.s business. They will retain their own identity under the banner of Loans Actually.

Should the member need a sounding board for a loan scenario, a marketing idea or just need someone to talk things over with, then Loans Actually will provide access to these resources.

Back Office Support

Loans Actually offers the option of reducing some of your back office processing responsibilities. We have experienced staff available to take control of your files from lodgement through to settlement, leaving you the time to concentrate on your all-important sales and marketing activities.

If you need help with CRM input or management, we have experienced back office staff available to help you through these issues. Additionally, under arrangement, you can sit with these staff within the Loans Actually offices and see how the processing is done under real time pressures.

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