Module 3 - Analysing your business

Key outcomes

• Develop specific indicators to measure the performance of the business
• Be able to identify areas for improvement in each business
• Determine profitability
• Identify common KPI's for mortgage broker businesses such as Lead to Settlement ratio, Application to settlement ratio, Approval to Settlement ratio, client satisfaction measures and number of referrals per client, etc

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The top producer on this CD is Sean Richardson – Freshwater Financial Services

Freshwater Financial Services is committed to providing its clients with the best possible loan for their unique circumstances.

We recognise that most of our clients have different needs, different goals and different financial complexities that need to be taken into account when selecting a mortgage. We place a very strong emphasis on the analysis of our clients' situation. Learning to understand our clients is the first stage in an important process. Once we understand you, we are then in a position to be able to make a recommendation.

Our policy is to offer our clients some different loan options and not to steer you towards any particular lender or loan product.

www.freshwaterfinancialservices.com.au