Resources

  • IN THE NEWS: How to make great (big) decisions, quickly.
    *|MC_PREVIEW_TEXT|*       View this email in your browser     HOW TO MAKE GREAT (BIG) DECISIONS, QUICKLY.      Discovering the ‘DNA’ of great decision-making and problem-solving.   …
  • What’s happening in the market right now?
    There are a lot of moving parts not only in Australia, but globally. And the ripple effect on consumer behaviour and buying patterns is profound. In this interview, Steve Lake, NLG, …
  • What are brokers’ top priorities?
    The recent MPA 2022 Brokers on Aggregators annual survey revealed what mortgage brokers prioritise first, including commission payments, IT and CRM support, panel quality, compliance, marketing and BDM support. In this interview, …
  • Unpacking key questions in succession planning
    We encourage brokers to assess whether they have an expanding business, a maturebusiness, or a business in decline as a key indicator when considering theirexit strategy. Get smart succession tips …
  • Opposition’s plan “still needs work”
    Brokers throughout the country heaved a sigh of relief last week as the opposition government shifted its original position on changes to broker remuneration. Jamie McPhee, CEO of ME Bank said, “It’s …
  • Growth & Trail
    Mortgage broker trail commission growth
  • How to use marketing to thrive in the new world
    Trail Homes’s Nick Young outlines why marketing matters more than ever and what to do to optimise your efforts. It’s undisputed that the COVID-19 pandemic has railroaded many aspects of life, …
  • 10 ways brokers can build resilience
    There’s no doubt that the mortgage industry is in a state of relative turbulence with the Royal Commission, house pricing correction and upcoming Federal election impacting market sentiment. Throughout such …
  • Trail Book Purchaser Introduces Requirements
    A trail book purchaser has introduced a new requirement for all trail book sales, stipulating that brokers must provide ongoing service to clients as part of the transaction. The move …
  • Insight with Nick Young
    Trail Homes’ Nick Young talks to The Adviser about his advice to brokers looking to retire, his thoughts on the tax implications for brokers selling their trail books, and why …
  • Glimpses Into 2022: In the Wake of the ‘Perfect Storm’
    According to industry veteran Nick Young, Trail Homes, with so many concurrent pressure points, it’s no wonder that 2021 was the ‘perfect storm’. There’s no doubt that we’re in a …
  • Beating 2020 Burnout | Trail Book Buyers | Trail Homes
    TO MINIMISE BURNOUT, YOU NEED TO MAXIMISE YOURSELF Burnout is common in the final race toward the Christmas D-day, though the scale of burnout this year is far more prevalent, …
  • How to Boycott Being Transactional | Trail Homes
    THE ART OF BEING REMARKABLE Facilitating great customer service is all about being remarkable: which, when taking the term literally stimulates remarks, or dialogue, because the subject is so unusual, …
  • 5 Steps to Curated Problem Solving | Trail Homes
    The five-step approach to providing sustainable solutions in a time of crisis. Many of the brokers in our network have aptly described the current climate as an “onslaught”. Feeling peppered …
  • Succession Planning in Focus | Trail Book Buyer | TrailHomes
    To ensure that brokers get the most value from their business, succession planning should be done as early as possible and not as an afterthought. Read more from The Adviser …
  • Lockdown Triggering More Retirement Conversations
    More brokers are looking to retire or semi-retire after spending more time at home due to the COVID-19 social distancing requirements, according to a trail book buyer. According to Nick …
  • Using Change Agility to Optimise your Mortgage Business
    Disruption isn’t unusual anymore – it’s the norm. More so, there’s an increasing realisation that disruption can bring incredible opportunity or it can kill your company. But clearly, we’re not …
  • Trail Homes Announces Record Sale | Trail Homes
    Trail Homes is delighted to announce the acquisition of Australian Unity’s trail books having successfully secured the tender in late January, 2020.  The deal follows Australian Unity’s decision to divest …
  • Using Lead Indicators to Amplify Sales | Trail Homes
    We’re seeing a sustained pick-up in the housing markets in Sydney, Melbourne and now in TAS, of which, according to current census, is expected to continue into 2020. Or it …
  • Why Brokers Should be Building Value Outside of Trail
    While the federal election result has granted a reprieve for the conversation around trail commission, brokers should still be looking to build value outside of trail, the head of a …