Aggregation (non-exclusive) Service
This flexible model is available to brokers who wish to retain a select group of lender relationships, supplementing it with the LoanKit panel of lenders or move completely across to LoanKit. As a flat fee model you retain 100% of your upfront and trail commission payments as made by the lender. LoanKit charges a processing fee for each upfront and trail payment made through their lender agreements.
There is also a small monthly service fee however it is only payable in months with low settlement volumes.
We also offer a flat monthly fee and a commission percentage solution – talk to us today to learn more.
WHATS INCLUDED IN OUR SERVICES:
Included in this service is a complete range of facilities:
- LoanKit CRM software with communication templates and accurate loan qualifier tools
- Electronic lodgement software, integrated into LoanKit’s CRM
- Bi monthly client newsletters automatically distributed on your behalf with your branding
- Free emails and SMS* from within LoanKit
- Commission splitting and automatic reminders integrated into the LoanKit technology
- Innovative Professional Development days
- Training in the LoanKit CRM and compliance requirements
- Required NCCP documents pre-populated
- Back up system, ability to store all your customer documents within LoanKit online
- Compliance updates
- A unique deal structuring service that is supported by fellow brokers and lenders
- Calculator tools for your website
PLUS – ACCESS THESE ADDED BENEFITS
Aggregation (non-exclusive) members also have access to additional services including:
- Risk-free leads, paid for in arrears
- Choice of Marketing and Public Relations programs to generate leads and presence in your local community
- Training in a variety of business skills including Office Technology and Recruitment
- Referral Marketing program