The three keys to a seamless transaction

The three keys to a seamless transaction

According to founder of National Finance Brokers Day and national partnership manager of Marketplace Finance Dino Pacella, all customers want a seamless transaction with their broker. Whether this be for a home loan or for a commercial deal, a broker can’t deliver on this without first honing in on three key areas of focus – knowledge, processes and business partners.

“Brokers should be arming themselves with as much information as possible and implementing the right strategies to showcase why they are an expert in their industry,” he told MPA. “Get your systems and processes to align to your value proposition that you’re promoting to market.”

When it comes to leveraging expertise, Pacella recommended locking in a weekly catch-up with a friend in the industry in order to discuss what each party had been experiencing. He also highlighted the importance of industry summits and social media groups, as well as reading finance publications such as MPA and the Australian Financial Review. Being proactive and inviting lenders to the office rather than waiting to hear from them was also a good idea, he said.

Full article: https://www.mpamag.com/au/news/general/the-three-keys-to-a-seamless-transaction/294467

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