by Steve Lake | May 12, 2021 | Business Services, Client Management, Featured Articles, Financial Services
As a mortgage aggregator who specialises in building in-house mortgage broker divisions for Accounting firms and also generates quality referral partnerships, I am often asked how we manage to attract so many and then get traction on those we link with our partners....
by Steve Lake | Mar 9, 2021 | Latest News
National Lending Group would like to invite you to our next webinar for Accountants on “Build your own Mortgage Broker division and increase the value of your accounting firm” Not many people outside of the Mortgage Broker industry realise just how valuable a “loan...
by Steve Lake | Feb 1, 2021 | Business Services, Featured Articles, Financial Services, Practice Management
It’s a question I am often asked….how do we find the right mortgage broker for our business? It’s a question that invariably produces many more questions and points us back to the very first question – What are we looking to get out of having a relationship with...
by Steve Lake | Nov 23, 2020 | Featured Articles, Financial Services, Practice Management
It should be simple shouldn’t it? Easy in fact! You and your team are highly skilled accountants adept at saving your clients thousands each year on tax. You troll through their income and expenses and assets and come to a number that saves them on their taxes. Past,...
by Steve Lake | Oct 12, 2020 | Financial Services, Practice Management, Professional Development, Team Leadership
I often get asked by Accountants “Can I become a mortgage broker and write the loans myself”. The simple answer is yes, of course. However, the correct answer is “Should you”? And here is why. 1.Educational requirements Certificate IV and Diploma of Mortgage Broking;...
