Premium Wealth Professional Development Day. WHO IS OUTSOURCE? Established as a National Aggregator, outsource financial works in partnership with Legal

Embed Size (px)

DESCRIPTION

Property Lending and Leasing Compliance Marketing and Business Planning SESSION OUTLINE

Text of Premium Wealth Professional Development Day. WHO IS OUTSOURCE? Established as a National Aggregator,...

Premium Wealth Professional Development Day WHO IS OUTSOURCE? Established as a National Aggregator, outsource financial works in partnership with Legal Firms, Financial Planners, Accountants, Licensed Conveyancers and other large Professional Service Groups who want to offer their clients a simple and cost-effective range of lending, leasing and asset finance. outsource financial is independently owned, and as such, is not tied to a particular product or loan provider. outsource financials team have been providing lending services to professional groups for over 15 years. Tanya Sale - Chief Executive Officer/Managing Director Property Lending and Leasing Compliance Marketing and Business Planning SESSION OUTLINE Enjoy the service ResidentialCommercialLeasing Unique Products Property Offering Deposit Bonds General Insurance Development Loans Private Funds OPTIONS..... Do nothing Take advantage of both models Direct Writer Refer Become a Mortgage Writer Obtain a Credit Licence or become a Credit Representative Authorisation Enhance your service offerings One stop shop Client Service Add an income stream Profit Integrating Planning and Credit Credit Representative You will need to obtain Cert 1V in Financial Services (Mortgage Broking) Compliance Pack Course - AML Youll need to alter CPD PI Insurance You already have EDR membership Integrating Planning and Credit Advice Process 1. FSG (Credit Guide) 2. Fact Find (CNA) 3. Quote 4. SoA/Proposal 5. Unsuitability Assessment Lending Panel to name a few.... Become a Referrer Referral Model Referrer Software Lending Managers The Process New Online Referral System Pipeline Reporting Tracking of each transaction Mortgage and Finance Referral Service The Process. Online form received at outsource Head Office and processed. Lending Manager alerted Lending Manager contacts Member/client within hours The Process Lending Manager updates referring member at each step of the loan process. Member logs onto to software to read notes and status updates 4 step process 2. Conditional Approval 3. Unconditional Approval 1. Lodgement of Loan Application 4. Settlement Motor Vehicle and Equipment Finance 9 financiers without the need to hold individual accreditations. Proprietary online software to quote and load the application. Competitive rates. Mentoring and technical support. No Volume requirements! Lending Panel to name a few.... Closing Comment Customers are looking for direction and strategic advice on how to circulate their income effectively. THANK YOU FOR YOUR ATTENTION Questions