EXCITING NEWS: we’re thrilled to announce that one of our broker subscribers to Wealthify mortgage lead generation recently snared a massive deal from our leads. The home loan deal was for a whopping $9.5 million! The application was the largest mortgage deal ever for the bank in question – and it all came from Wealthify…
Do you know enough about online mortgage broker regulations? Let’s explore them in detail. Photo by Campaign Creators on Unsplash Compliance is an important part of being a finance professional in Australia. Whether you are a financial adviser, credit adviser, fund operator, company auditor, SMSF auditor… … you have the obligation to conform to…
Do you know how important is to have an online brand video and online video advertising campaigns? Keep reading to discover how beneficial is video for your brand. Do you remember when only Fortune 100 companies had the money to run videos for brand promotions? Coca-Cola, Apple, Toyota, Nike, and other big brands got all…
How to Keep Your Leads Organised In doing business or working in Australia, you will encounter an overwhelming array of acronyms – ROI, KPI, SLA, SCM, GL, T&A, PP&E, BI, WMS, WBS, EBA just to name a few. But one particular acronym will make your life easier – CRM. Why Using a CRM Is Crucial…
TIP: Watch until the end to claim an offer!
Since 2016, Wealthify has provided thousands of high-quality finance leads to leading lenders, advisers and mortgage brokers in Australia. We are thrilled with this success, but as part of our quest to continuously offer better lead generation services, we asked our clients how we can improve our offer. We’ve listened to brokers. One of the…
“Mortgage Leaders Ping Pong Championship” – Check out the highlights of the Grand Final Event! After four rounds of playoffs over six weeks, the championship trophy of Wealthify’s Ping Pong Tournament has been won by Ian Witteridge from Freedom Insurance. Ian is the business development manager of the Sydney-based insurance provider. As the champion of…
“Mortgage Leaders Ping Pong Championship” – Check out the highlights of the 4th round! Full of good moments, lots of laughs and fun, this is how we ended our Mortgages Leaders Ping Pong Tournament at Wealthify’s Headquarters at Ultimo. The last round of players that accepted the challenge were: Brian Ho, Declan Burton-Clark, Drew Clegg, Fiona Dickson and John…
“Mortgage Leaders Ping Pong Championship” – Check out the highlights of the 3rd round! More players accepted the challenge for the 3rd round of Wealthify’s ‘Mortgage Leaders Ping Pong Championship’! Yesterday, ping pong enthusiasts assembled at the Wealthify’s Headquarters at Ultimo to participate in the six-week long competition that is exclusive for mortgage leaders, BDMs,…
“Mortgage Leaders Ping Pong Championship” – Check out the highlights of the 2nd round! Wealthify’s Ping Pong Tournament – 2nd Round of the Mortgage Leaders Battle! After the success of the first round, Wealthify’s ‘Mortgage Leaders Ping Pong Championship’ continue to roll on to celebrate the broker industry and ‘lighten the mood’ at this controversial…
