This award recognises the finance broker that best represents the industry across key factors, including, but not limited to, loan volumes, loan book growth, compliance, submission quality and customer service, as well as business processes, systems, stakeholder engagement and customer relationship abilities.
This award is open to all finance brokers who have been in this role since 1 July 2015 and based on
activities over the 2017 calendar year.
All entrants must be aged 30 years or younger for the duration of the work being completed between 1 January 2017 and 31 December 2017.
Please answer the following questions (400 words max per question):
Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.
We also encourage entrants to submit an optional short video - up to 30 seconds long - answering the question, “What does success mean to you?”
| Company information | |
|---|---|
| Aggregator/brokerage (name and contact details) | |
| State manager (name and contact details) | |
| Years in industry | |
| Loan volumes (calendar year 2017) – excluding mortgages | |
| Other volumes (calendar year 2017) – i.e. insurance |
| Item | 2016 | 2017 |
|---|---|---|
| Volume ($) of residential mortgages settled (Please input $ figures to the nearest thousand e.g. $10,552,000 | ||
| Number of residential mortgages settled | ||
| Volume ($) commercial mortgages | ||
| Number of commercial mortgages | ||
| Volume ($) business asset/finance | ||
| Number of business asset/finance | ||
| Value ($) insurance policies | ||
| Number of insurance policies | ||
| Value ($) 'other business' |