Chartered accountants understand more than most the value of providing an excellent client experience. When referring clients to a mortgage broker – something they’re often asked to do – they want them to receive the same level of service they’d offer themselves.
Melbourne accountant Angus Morrison CA, principal of Morrison Accounting & Business Solutions, says referring clients to a trustworthy mortgage broker has been a challenge in the past. The issue for accountants is there’s no real point of difference between most brokers in the market.
But he thinks that digital-first mortgage broker Finspo may change that outlook. “CAs are looking for partners they can align with and by digitising the clunky elements of a home loan process and keeping accountants in the loop with their client’s progress, Finspo provides them with the confidence to commit to referring.”
Picture: Angus Gilfillan (third from left) and his Finspo team aim to make home loans easier.
Finspo is making waves in the mortgage broking space amid the booming property market. It was launched by former Big Four bankers who are using their insider knowledge to disrupt the mortgage sector. Angus Gilfillan, Finspo’s chief executive, was executive general manager, consumer lending at NAB and a former ANZ head of mortgage product.
Gilfillan says Finspo is harnessing the power of its client portal, digital documents and video meetings to make things quicker and easier for clients.
“Securing a home loan in this market can be confusing, time-consuming and very expensive,” he says. “They’re hard to get, and hard to get rid of.”
Finspo app delivers for the client
Finspo is focused on making it easier for Australians to get a great home loan and pay it off faster, says Gilfillan.
Its Finspo app assists borrowers by alerting them whenever there is a fee charged on their loan or the interest rate changes. Regular updates also compare a borrower’s current home loan rate with what else is on the market.
“We know that as a mortgage broking industry, we need to step up our game and meet the expectations of accountants and their clients.
“We know that as a mortgage broking industry, we need to step up our game and meet the expectations of accountants and their clients.”
“Finspo’s attractive referral payments recognise the trust our partners place in us. Meanwhile, clients get access to low rates, market-leading offers and a smooth home loan journey,” says Gilfillan.
Find out more:
For more information visit www.finspo.com.au/ca-partner