Marketing for the Mortgage Industry

Mortgage & Finance Brokers

On-going leads and referrals to new clients are the 'lifeblood' of a mortgage broker's business.

Jackie has been providing specialised marketing services to mortgage and finance brokers since 2003 and has developed a detailed understanding of the issues affecting businesses in the mortgage broking industry.

Jackie's practical & innovative marketing strategies and promotional materials can help you generate on-going new leads from your existing client base.

Jackie's specialist marketing services include:

• Client welcome and post-settlement kits to communicate your business message and maintain brand exposure
• Practical databases designed specifically for the mortgage broking industry, including 'Business Intelligence CRM Database' to generate on-going leads & referrals and 'Broker Training Database' to monitor CPD points and lender accreditations for your loan writers.
   

Aggregation Groups

Jackie's marketing strategies and creative promotional materials assist her Aggregation group clients in growing their own membership base.

Jackie can create customised marketing kits to communicate the key attributes of your business model and services to your prospective members, and motivate them to join your group.

Jackie Rotenstein
Phone 0413 545 730