Be part of the mortgage aggregator writing in Australian home loans.

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2 2. iconnect Financial Join today, succeed tomorrow Be part of the mortgage aggregator writing in Australian home loans. iconnect Financial is a member of the Connective family, Australia s leading mortgage aggregator. That s why we understand that every mortgage broker works differently. One of the main benefits of joining iconnect Financial is the added support of being part of a national network. As well as ongoing business, marketing and compliance support, iconnect Finanical provides first-hand assistance with other challenging aspects of your business, so you don t have to worry. Talk to us about joining the iconnect Financial family. A message from our CEO. Mortgage broking is undergoing a period of dynamic change. We are seeing better educated consumers with greater demands and expectations, and a future that will be owned by innovative, resilient, customer focused businesses. By joining iconnect Financial, you have the opportunity to be part of this future, setting yourself up for business success. Glenn Lees Connective CEO

3 3. Be a part of something bigger. A national brand with a local focus. By joining iconnect Financial, you ll benefit directly from the trust and confidence consumers place in our brand. This added advantage of brand leverage gives you greater opportunity for growth, allowing you to tap into a national market rich with opportunity. We do the marketing, you do the broking. iconnect Financial brokers receive constant marketing support. Whether it s for everyday operations, congratulating customers, or for consumer expos and events we create and organise it all. Simply order all your marketing materials via our online marketing engine, or just pick up the phone to speak with the marketing team.

4 4. iconnect Financial Join today, succeed tomorrow Your support network. iconnect Financial supports you in every way we can. What s important for your business? Local Area Marketing Marketing your services locally is easy with iconnect Financial s Marketing Engine. This platform allows you to order customised marketing materials for your business, including stationery, brochures, banners, flyers and a whole host of other marketing materials to help you generate business. Software Platform Everything you need to operate a best-practice broking business. Mercury allows you to maximise efficiency across every area of your business and deliver exceptional consumer outcomes. Compliance Fully integrated with our software platform Mercury, compliance is made easy and becomes a simple part of your business processes. Training & Education We offer the industry s leading training and education program, with over 250 live and digital events every year. Access to Exclusive Home Loan Products Our white-label loan products provide our members with a real alternative to the major banks. Fully supported by our Connective Home Loans Team.

5 5. Digital Marketing Get the support you need to successfully market yourself online. With iconnect Financial, you ll get help with campaigns, online advertising, as well as help growing your social media presence with professional, engaging posts and content. Additional Income Streams We provide opportunities to create additional income streams by offering your clients more products, including car loans, business loans and insurance. Dedicted Expert Support Your dedicated Regional Manager provides personalised assistance with all aspects of running a broking business including compliance and business development. Commission on Time You have peace of mind knowing all commissions are paid automatically with a 100% on-time rate for our members Lender Panel With over 40 lenders, you can offer your clients a range of competitive options. You don t have to go it alone. iconnect Financial s support is so fantastic I can be professional and confident even when writing business I ve never attempted before. I can t believe how easy they make it to do my job. Stephen O Brien, Mortgage Broker Wollongong

6 6. iconnect Financial Join today, succeed tomorrow We invest in your development Grow your skills, knowledge and connections to become a market leader. Onboarding This includes lender accreditation, training on software, systems and processes. You ll also receive an overview of our asset finance and white label products, training in compliance and a comprehensive operational manual to get you started with confidence. Business Planning Receive regular one-on-one business planning sessions with your dedicated Regional Manager to create 3, 6 and 12 month business plans to help ensure you can reach your desired goals. Masterclasses Join our online Masterclasses which cover topics such as business management, best practice CRM and sales pipeline management, local area marketing, lead generation tactics, and developing referral partnerships to drive business growth. Peer-to-Peer Learning Connect with peers and learn from experienced brokers within the network. iconnect Financial has given me all the tools and support I need to build a successful business. Having access to the industry s leading software, professional compliance management and dedicated business support, whilst also providing bespoke marketing programs, allows me to focus on delivering great outcomes for my clients. Alan McCormick Finance & Mortgage Broker Sydney

7 Build your skills with ongoing opportunity With so much change happening in the Australian mortgage broking industry, now more than ever, your professional development and networking with leaders is key to your success. As an iconnect Financial broker, you receive access to dedicated training events throughout the year as well as access to the entire Connective Learning program, which provides quality education events to support your success. With content focused on helping you build a resilient and customer focused business, you can develop your abilities, network and gain insights from peers and industry experts. 50+ Compliance Workshops 50+ Networking Functions 12+ Tactical Workshops 10 Professional Development Days 20+ Webinars 10 Lender Splendour Expos 10+ Empower Events 5 State Awards Leadership Roundtables 1 National Conference

8 8. iconnect Financial Join today, succeed tomorrow Manage your business from the leading software platform Our software platform Mercury is continually being developed to meet your needs now and for the future. As you grow, Mercury grows with you, empowering you to deliver industry best practice customer service to your clients and maximise efficiency across every area of your business. Write more loans with less effort Easy product search, comparison and calculation tools with streamlined submission and processing of applications. Professional marketing and CRM Manage all your leads, marketing and customer service activities from one single system. Compliance made easy One-click Compliance Wizard with documentation to meet your NCCP and Responsible Lending Obligations. Safe and secure data management Secure access from any device and automatic back-up to ensure data security. Simple business and commission management Keep track of your income and growth with searchable commission statements, business reports and staff resource tracking. Mercury Connect - future proof your business Mercury Connect and our API make it easy for you to connect your data in Mercury with other applications. Easily share data across third party software such as marketing or accounting platforms.

9 9. Compliance streamlined & simplified We take all the stress out of maintaining your compliance and keeping up with regulatory changes. Our Compliance Support Managers make it easy to meet your obligations by providing full training as part of our learning program, one-onone support and comprehensive documentation in Mercury. Mercury integration All compliance processes are fully embedded, making it just business as usual. Mercury s Compliance Wizard provides you with full documentation to meet your NCCP obligations for both home loans and asset finance. Dedicated Compliance Support Managers in every state Our expert Compliance Support Managers provide full training and support to our Credit Representatives, starting at your induction and continuing throughout your partnership. Compliance Updates & Events Keep up to date with what is happening in the regulatory environment with our selfhelp Connective Wiki, regular Webinars, face-to-face workshops, Connective TV, interviews, weekly articles, compliance alerts and our ongoing education and training program. Compliance Helpdesk Got a question? Staying in contact with the Compliance Support Team is easy and efficient. Access our Compliance Helpdesk via Mercury.

10 10. iconnect Financial Join today, succeed tomorrow Grow your revenue with Connective Asset Finance Connective Asset Finance allows you to offer your clients more. Establish multiple income streams and maximise every opportunity with every customer. You can decide how you grow your business knowing that training and support is always available. Finance for SME s (small business) Machinery & Equipment Finance Home Loans Car Loans & Leases Your business Agricultural Machinery Trucks Leisure Goods Personal Loans Get the power of BOLT BOLT is our simple online quoting and processing platform servicing all of your clients asset finance needs. Full Mercury integration, complete with compliance documentation Write the loans yourself, or tick and flick a referral to our processing team A seamless application process with electronic privacy form Tablet and mobile friendly Accurate quotes and super quick turnaround times Dedicated asset finance support to work through scenarios

11 11. Your clients are always yours with Connective Home Loans Connective Home Loans provide your clients with a genuine alternative to the major banks. Access highly competitive mortgage products that are not available through retail channels. After settlement, customer care remains with you and not a bank, ensuring you own your customer s entire experience and can keep them coming back for more. Sharp rates Offer your clients some of the market s most competitive interest rates, even on full feature loans. Competitive commissions The industry s most competitive upfront and trail commissions. Quick loan approvals Our two funders offer direct access to underwriters, ensuring fast turnaround times and efficient loan processing. Five-star service Dedicated BDMs assist you with business development, loan scenarios, upfront valuations, credit checks and more.

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