This article introduces you to an updated customer referrer form. Integrated with our EDGE module, the form provides a digital conduit that supplements that often-awkward referrer conversation. The form is just a form, but on the backend it's used as part of the EDGE program to introduce your referrer program to clients, and the digital… [ Learn More ]

A short time ago we introduced the revised for mortgage brokers that allows them to send and globally update content on partner websites (replacing a partner landing page system we've used for well over 10 years). While that plugin and program has proved a massive success, what we're about to introduce is the self-managed partner… [ Learn More ]

Our partner programs are ridiculously effective, and they return more genuine 'formalised' partners than any of the fluffy 'programs' floating around the market. Overlapping with our and media programs, the initial contact we have with potential partners and introducers is virtually - it's only after that initial contact that the effectiveness tends to drop off… [ Learn More ]

Your partner relationships are an essential ingredient of your business' success. We speak from a position of privilege when it comes to the data we're able to analyze because we work with hundreds of accountants and financial planners in Australia that were all paired up with suitable finance professionals, so we have a rather unique… [ Learn More ]

I read a Facebook advert from a ' ' a short time ago that introduced a 'program' by way of dismissing all the traditional methods of marketing and partner relationships that have worked for the industry for years. It bothered me. Despite Belief providing the most powerful in the industry, we heavily advocate that the… [ Learn More ]

The purpose of this article is to address the most neglected component of most Mortgage Broker businesses growth plan (although the same strategies apply in any business). This is, of course, their referral programs. This article comes as a to another that introduces our automated EDGE platform module and other automated referrer tools. Before any… [ Learn More ]