Understanding Mortgage Broker Value Stream

Most mortgage brokers are looking to improve their output or reduce time taken to do their work. Value stream mapping...

Diversification Challenge

In our view there are two things that today’s mortgage broker can be certain of: Cost of leads generation is...

Embracing the inevitable: your digital broking future

With the influx of large online portals into mortgage broking and the rapid development of artificial intelligence (AI),...

5 ways to accelerate your sales with CRM automation

Apart from processing a mountain of loans, we spend a lot of time developing software that improves broker productivity...

Salestrekker CRM software

Broker productivity: why aren’t you settling $10m per month?

Some mortgage brokers I talk to settle $8M+ loans per month and the others settle $800K and less. How is it possible...

Salestrekker CRM software

Making Most of Outsourcing

Since as far back as the industrial revolution, successful businesses have sought out processes and cost efficiencies to...

About xSource

How to Create an Engaging Mortgage Broker’s Website

Key to any website design is in what purpose it serves: lead generation, acting as a brochure, means to ongoing...

Enjoy Your Freedom: How to Set up a Mobile Office

One of the benefits of being self-employed is the ability to freely choose where you work from. This obviously only...

Using Markups in Adobe Reader 11

In our previous post we showed how to apply your signature using free software such as Adobe Reader 11. Brokers can use...

How to place your signature using Adobe Reader 11

Since I get this question quite often, I thought it would be the best to have a little ‘know how’ on my website on...

Incorporating NCCP Compliance Documents into Your Sales Process

Many brokers who we are talking to see NCCP compliance documents as something that ‘just has to be done’ to maintain...

salestrekker productivity tool

Getting More Out of Your Time

Where does your time disappear? Most of the small business owners frequently run out of time to complete their work...

PDF editors

PDF Scanning, Editing & eFaxing

Continuing with our practical guide to a paperless office, and following on the article discussing paperless signatures,...

paperless signature loan processing

Obtaining Paperless Signature in Five Easy Steps

In one of our previous articles we spoke about general guidelines to implementing a paperless office.\r\nThis is a...

virtual assistant

How to build a successfull ‘Top Broker’ business

As a provider of outsourced mortgage processing services, we see many very successful mortgage brokers that settle...

Improving your office efficiency with a VOIP phone system

For many business operators, mobility and connectivity rate amongst the most important aspects of an efficient business...

Four Broker CRM Systems Reviewed

Being a provider of loan processing services in Australia, xSource lodge multiple deals every day using popular broker...

Five Ideas to Improve Your Office Productivity

Businesses throughout Australia are constantly looking to improve their competitiveness by increasing their productive...

successful mortgage broker

Eight Tips for Creating a Successful Mortgage Broker Business

Being a loan processing service provider, we see multiple successful mortgage brokers and financial businesses in action...

outsourcing xsource

Using Google Hosted Email to Improve Collaboration

Email has been one of the primary communication tools in business for many years now. It became so popular, that we...

How to Secure Your Box Cloud Storage

Many small and medium businesses are already using various cloud file storage and collaboration applications available...

loan processing at xsource

Outsourced Loan Processing Explained

xSource Loan Processing Services are designed to integrate seamlessly into mortgage broker’s or financial...

salestrekker productivity tool

Risk Management Techniques

Risk management is an essential component of running any successful business. For many professionals employed in large...

data security xsource

Maintaining Data Security

If you are running your own business or you are responsible for someone else’s operation, data security should be at...

planning

Lean Six Sigma in the Office Environment

For a while Lean Six Sigma continuous improvement philosophies were destined for the manufacturing organisations eager...

Is the Paperless Office Possible?

Only few years ago an answer on this question would easily be ‘no’. However, today we would argue that going...

salestrekker productivity tool

Managing Remote Teams

With internet speed reaching amazing levels and technology advancements bringing more phenomenal productivity tools, the...

outsourcing xsource

Why Should You Outsource?

Business Process Outsourcing has been around for a while. Organisations across the globe have identified functions that...

Small Business Bookkeeping – Benefits Of Online Bookkeeping Services

Online Bookkeeping Services use the ‘cloud’ based accounting applications, such as Xero. With these applications,...