We work with the industry’s best software and service providers to ensure our clients always enjoy the highest quality.
Broker Essentials is a practical and targeted program for new brokers and administration staff that will help them grow their business by focusing on sales through service excellence. It will take you through the behaviors of the nation’s best brokerages, focusing on process, business management and the client journey.
Broker Essentials was created by Jason Back, a broking specialist with over 25 years’ experience in the finance sector. Before launching Broker Essentials, Jason was Managing Director of The Australian Lending & Investment Centre (ALIC), and he also worked in various senior sales, distribution and management roles for ANZ, where he provided financial advice and services on behalf of financial planning, equity trading platforms, private banking, lending and retail distribution brands.
Jason won the ‘ABA Non Franchise Brokerage of the Year’ award in 2014 and 2016, the ‘Independent Brokerage of the Year MPA’ award in 2014, 2015, 2016 and 2017, the AMA ‘Australia’s Best Brokerage’ in 2014 and 2015, and MFAA ‘Brokerage of the Year’ in 2016 and 2018.
In addition to the Broker Essentials program, Jason offers a range of business coaching, mentoring, training services to both the mortgage broker industry and other financial service providers. He has a wealth of experience with outsource services and can help your management team to establish an outsourcing strategy and transition to Loanworks outsource operations.
CoreLogic is the largest provider of property information, analytics and property-related risk management services in Australia and New Zealand.
CoreLogic provides the complex data and analysis lenders, aggregators and originators need – in a format that’s simple, targeted, and easy to use. Every day, CoreLogic helps individuals and businesses make more informed decisions, communicate more effectively and get better results.
CoreLogic customers include buyers, sellers, investors, finance and real estate professionals, and corporate and government bodies – including the Reserve Bank of Australia.
CoreLogic’s database has more than 4 billion property decision points which enable confident decision making. We combine our own proprietary data with diverse public information to provide accurate and up-to-date data and analytics.
Loanworks works closely with CoreLogic’s Real Estate Team to deliver integrated data and decision points in support of straight-through-processing and automation in the loans origination process.
Equifax is a global information solutions company that uses unique data, innovative analytics, technology and industry expertise to power organisations and individuals around the world by transforming knowledge into insights that help make more informed business and personal decisions.
As Australia’s leading provider of credit risk services, Equifax provides lenders, aggregators and originators with insights into individuals, companies and the people behind them to assist with managing and mitigating risk as well as helping them to grow their business – quickly, confidently and efficiently.
Equifax’s fraud, identity and AML solutions help lenders, aggregators and originators to conduct comprehensive due diligence with new customers, by accurately verifying the identity of individuals electronically or face-to-face, and assessing fraudulent activity.
Loanworks works closely with Equifax product teams to deliver integrated data and decision points in support of straight-through-processing and automation in the loans origination process.
LIXI is an Australian, member-based not-for-profit company that develops data message transaction standards for the Australian mortgage processing industry, and promotes efficiency improvements.
LIXI Standards cover a range of credit applications (mortgages, business lending, cards, equipment finance etc) as well as property valuations, credit decisions, serviceability, mortgage insurance and backchannel.
LIXI develops and adopt standards relevant to the lending industry and promotes their use by members, and other participants in the lending industry by facilitating the business-to-business exchange of information.
Loanworks is a LIXI member and has supported LIXI Standards for the past 10 years.
The Mortgage & Finance Association of Australia (MFAA) is the peak national body for professional mortgage and finance brokers, mortgage managers and aggregators.
Established in 1980, the MFAA represents over 13,700 members and contributes to a healthy, competitive mortgage and finance industry through advocacy, education and business-building support.
MFAA finance brokers operate within a professional Code of Practice that supports the alignment of the retail mortgage market with investor and consumer trust and confidence.
Together with its members, the MFAA works with industry, regulators and government to assist their members to match consumers with mortgage or financing outcomes that meet their individual financial objectives.
Loanworks is an active member of the MFAA and fully supports the MFAA professional Code of Practice.
The Finance Brokers Association of Australia (FBAA) is a leading national association representing finance and mortgage broking professionals throughout Australia.
It’s run by an elected Board of Directors supported by a National Executive comprising all State Presidents and a secretariat, who have extensive reach into all the major and regional areas of the country – including Perth, Sydney, Melbourne, Gold Coast , Brisbane, Hobart, Darwin, Canberra and Adelaide.
The FBAA represents, educates, and protects loan writers. It was formed in the belief that the establishment of measurable standards of proper professional practice in sourcing domestic and commercial funding was in the best interests of its customers/consumers and vital to the integrity and future well being of the finance/mortgage broking industry.
Published within an industry recognised Code of Practice, these standards have been adopted by an increasing number of industry professionals who offer domestic finance, commercial finance, lease and motor vehicle finance, business and debtor finance, as finance/mortgage brokers.
Galilee Solicitors is a national, fully integrated law firm dedicated to providing innovative solutions to the financial services industry in Australia. First established in 1994 in Sydney, it today employs approximately 140 staff, with offices in Sydney, Melbourne, Brisbane, Adelaide, Perth and Hobart.
They are a firm of legal, digital and process specialists, assisting our clients to innovate and disrupt, from compliance and documentation through to restructuring and recovery.
They provide professional legal services to the mortgage industry, recovery of secured and unsecured loans throughout Australia, and more importantly, they created, in-house, the GOLD system, an innovative and effective practice management software system for clients, giving them constant access to project status, displayed in real time.
With a combined 50+ years experience at top-10 national law firms, their leadership team has the experience and track record to deliver truly innovative and cost-effective solutions.
MOGOPLUS provides Data, Analytics and Research solutions to lenders, aggregators and originators to assist them in making responsible and instant lending decisions in real time.
MOGOPLUS captures unstructured customer data, instantly analyses it and structures it into the language of any decisioning system, rules engine or credit policy.
Our patented technology operates seamlessly across all parts of the lending and advisory value chain and is supported by our brand promise of Security, Privacy and Compliance.
If you’d like to discuss a solution to help you work more efficiently, reduce errors, release capital for reinvestment and improve your customer experience, please get in touch.
Call +61 2 9436 1311 now to speak with our Customer Relationship Manager, Jason Goodacre, or send him an email.