09/09/2017
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...
31/07/2017
Diversification Challenge
In our view there are two things that today’s mortgage broker can be certain of: Cost of leads generation is...
29/07/2017
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),...
24/02/2017
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...
18/11/2016
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...
14/06/2016
Making Most of Outsourcing
Since as far back as the industrial revolution, successful businesses have sought out processes and cost efficiencies to...
10/08/2015
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...
04/11/2014
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...
16/10/2014
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...
23/09/2014
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...
13/05/2014
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...
24/04/2014
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...
23/03/2014
PDF Scanning, Editing & eFaxing
Continuing with our practical guide to a paperless office, and following on the article discussing paperless signatures,...
16/03/2014
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...
12/03/2014
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...
13/02/2014
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...
18/04/2013
Four Broker CRM Systems Reviewed
Being a provider of loan processing services in Australia, xSource lodge multiple deals every day using popular broker...
16/04/2013
Five Ideas to Improve Your Office Productivity
Businesses throughout Australia are constantly looking to improve their competitiveness by increasing their productive...
20/03/2013
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...
10/02/2013
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...
27/11/2012
How to Secure Your Box Cloud Storage
Many small and medium businesses are already using various cloud file storage and collaboration applications available...
11/11/2012
Outsourced Loan Processing Explained
xSource Loan Processing Services are designed to integrate seamlessly into mortgage broker’s or financial...
11/11/2012
Risk Management Techniques
Risk management is an essential component of running any successful business. For many professionals employed in large...
04/10/2012
Maintaining Data Security
If you are running your own business or you are responsible for someone else’s operation, data security should be at...
23/09/2012
Lean Six Sigma in the Office Environment
For a while Lean Six Sigma continuous improvement philosophies were destined for the manufacturing organisations eager...
23/09/2012
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...
23/09/2012
Managing Remote Teams
With internet speed reaching amazing levels and technology advancements bringing more phenomenal productivity tools, the...
19/09/2012
Why Should You Outsource?
Business Process Outsourcing has been around for a while. Organisations across the globe have identified functions that...
04/08/2012
Small Business Bookkeeping – Benefits Of Online Bookkeeping Services
Online Bookkeeping Services use the ‘cloud’ based accounting applications, such as Xero. With these applications,...