Paul Marshall

I am in charge of the education and business development of Mortgage brokers in QLD and WA which includes mentoring new to industry brokers, assisting in business development of existing brokers to produce increase in business across the channel. Working closely with lenders to deliver training and education of Lender products within the broker channel.

Assisting with Scenario support along with compliance training and utilising my expertise in policy to assist brokers in finding a suitable outcome for their clients.

Providing support and technical expertise of our systems and software.

Analysing a brokers business to find more ways to be more efficient freeing up time to write additional business.

Looking after a portfolio of Referrers such as Accountants, Financial planners , real estate agents etc. I operated in the capacity of a mortgage broker writing loans for referrer's who had gone dormant , my aim was to get all existing referrers to start referring again.

Duties including meetings with referrers , referrers clients and finding outcomes for their clients within suitable timeframes.

creating rapport with both the referrer and clients

building relationships with all third parties including lenders to create a positive outcome for both the customer , referrer and lender.