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Sounds reasonable to me...would need to be controlled to a degree (ie one time posters may pop up slatting business reputations). From my experience, about a third of people who call me from SS are frustrated with their existing SS broker (i dont know who their talking about). The why seems...

Ah, forgive my ignorance. I suspect many of the frustrations laid out on this thread are from said broker.

I think thats a good way to operate a service business Marty, or to expand capacity (more qualified people). Im not sure you can qualify post count v busyness. Plenty of the brokers here have teams of staff working for them and the infrastructure in place to post/be travelling etc. and still...

Fair enough from a clients point of view. I can see why itd be incredibly frustrating. As a broker (and any small business owner), i do sympathise with that situation though. Its typically difficult to 'scale up' to respond to temporary surges in demand in a short time period, and definitely...

That's a bit unlucky SWS. I'd get the plan element down pat. Perhaps could be worth letting your existing broker know this and go from there. I think finding someone who you can/want to deal with long term will hold you in good stead. Cheers, Redom

So long as existing loans are untouched - then the existing broker doesn't have to know. They won't lose their upfront unless you refinance out to another lender. They will lose their trailing commissions if you do a top up, change structure, etc. Note if you do this, your existing broker...

Agree with you Jamie (and thank you). Knowledge/skillset definitely trump the 'time in industry' figure. It'd just part of the package of questions worth asking a broker if you're in the process of interviewing them. Personally, for an investor that knows what they want to purchase...

Hmmm...thoroughness. I'd adjust to, what questions is your broker asking when 'fact finding', not quantity. More specifically, if the broker is interested in your 1,3,5,10, longer term goals etc. Having your broker fill out pages and pages of docs to get info of you mightn't mean much...

This sum its up perfectly. :)

I think its a good idea for clients to have an expectation that their broker will include loan structuring, future planning and loan advice as part of the service. A brokers role should go well beyond just processing the loan at any given lender. Clients should expect this. Most...