News & Research

2024 Mortgage Broker Playbook for Success


Becoming your customer’s best advocate

In today’s volatile and competitive market, sourcing and maintaining consistent engagement with qualified leads can be challenging. The purpose of this playbook is to equip mortgage brokers with powerful insights to enhance their customer engagement strategy and to build a differentiated service proposition so they can win more clients.

Access the mortgage broker playbook

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What is included?

Aerial view of houses

Mortgage broker landscape

Understanding the complex dynamics in the home lending market and the role lenders, brokers and customers play.

Mortgage brokers key challenges

How to overcome key challenges such as: increased competition, rise of customers expectations and digital adoption.

Proven engagement techniques

Proven tools to help mortgage brokers build a differentiated service proposition that allows them to engage with their clients effectively for improved acquisition and retention.