Over 25 years of experience in finance industry.Founder, Tracie Palmer is a well respected industry expert. Tracie has worked in the finance industry for over 25 years working her way through the banking industry to manager level. With ten years experience in brokerage, Tracie has built a large data base of loyal customers. She has regularly featured in Mortgage Broker publications.Our Mortgage Brokering Business is based on the strong fundamentals of exceptional customer service. We strive to support our customers through the often daunting process of purchasing a property. We hold our customer{s hand throughout the process to ensure that it{s a problem free transaction for them. Nothing is more important to us than delivering a level of service that always exceeds our customer{s expectations. We want to have customers for life.Broker Monitoring :Our Mentoring Program is a two year program designed in accordance with the current finance industry standard. We meet monthly with our brokers to ensure they are comfortably learning at a pace that suits them. We are available for our mentees to call or email us for help throughout the month. Initially we spend more time with the mentees to give them intensive training and support as they get on board as a Mortgage Broker.Sales Coaching: We are specialised in helping existing Mortgage Brokers to be the best they can be. We offer intensive one on one coaching specific to our clients needs. Some examples of our work are listed below but are not limited to the following. Creating a unique service proposition Business planning Creating winning marketing plans KPI{s for brokers with a team Customer segmentation Diversification Offering more to your customers Effective networking Goal setting and actions plans Accountability
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