Loan Market Oakleigh | Top 10 Franchise Brokerages 2014

Loan Market Oakleigh has followed up on last year’s top 10 appearance with another strong result. Alex Shumsky talks MPA through his operation

Alex ShumskyLoan Market Oakleigh has followed up on last year’s top 10 appearance with another strong result. Alex Shumsky talks MPA through his operation

What’s your approach to customer service?

I strive to be proactive with my clients’ needs and always provide them prompt updates on where their loan is every step of the way.

At the pre-approval stage I provide unlimited property research reports to assist clients making offers or bidding at auctions; at the post-approval stage I have a process in place to notify customers of new lender products and fixed rates.

Part of providing quality customer service is to ensure the client is always aware of all competitive deals; it’s simply part of working in the best interest of your clients.

Are you particularly active within any area of the market?

I do lots of work with first home buyers and have a very good understanding of their needs. I completely understand how overwhelming a first property purchase can be. To ensure the smoothest possible purchase, I work closely with them to identify the costs involved, establishing their borrowing capacity with several different lenders and finding the loan package that best suits their personal situation. I make sure they understand the advantages and disadvantages of certain loan products.

What goals have you set for the year ahead?

My biggest goal for the year is simply to continue with the provision of outstanding customer service – in other words, to help my customers get the right loan, with a minimum of fuss.
 
Total Loan Book $325,000,000
Total settlements 2013 $108,000,000
Number of brokers/writers: 3
Average annual volume per broker/writer: $36,000,000
Conversion rate: 85%