With a passion for data and property, it’s no surprise that Roxi Becker is now supporting the 3rd party channel in her role at CoreLogic.

In this interview, Roxi provides a brief time of her career and what brought her to Australia and current gig.

From there, we discuss key tools that brokers can use to help them with their client acquisition, retention and service delivery efforts.

Most brokers would be familiar with CoreLogic, and many would have pigeonholed them into the behemoth that does the lender valuations.

And though they do this well, as Roxi explains, other tools brokers can use include:

• Digital Property Reports to provide further support and guidance to consumers who are looking to buy

• Marketing Contacts, if you wanted to pull a prospect list and initiate contact with them

• Tenure Search - to identify properties in any given area that have a higher likelihood of being listed for sale

And the ‘Watch List’, where a broker can upload a .csv file of their loan book so that if a client ever listed that property for sale, the broker will receive a notification to reach out and initiate a conversation to mitigate the risk of potentially losing that client.

If you want to find out more about the CoreLogic suite a products, visit their website. If you’d like to reach out directly to Roxi, connect with her on LinkedIn.

As a well known authority and buyer’s agent for commercial property investors, Steve Palise has also purchased more than 1,000 residential properties for his property investing clients.

This of course makes him well positioned to share his knowledge and experience and pay it forward to brokers and consumers alike.

With a professional background in engineering, Steve was an active property investor and eventually made the transition to being a buyer’s agent because he identified a skill and opportunity to help others while also supporting his chosen lifestyle.

In our interview, we cover a number of topics including the benefits and pitfalls of commercial property investing, things to consider when buying commercial property, and how mortgage brokers can collaborate with a buyers agent to create more value for clients.

Steve mentioned the free course he currently has on commercial property investing, which is available from his website using the code: freecourse

You will also be able to find more of Steve’s tools and resources on his website:

https://www.paliseproperty.com/

There's no question Blake Buchanan would be one of the most trusted and respected leaders in the mortgage and finance industry.

Having started in the industry over 20 years ago as a broker and subsequently moving into distribution and aggregation, he has accumulated significant knowledge and wisdom, which he imparts in this interview.

Some of our discussion points with Blake include:

• That being a successful broker isn’t necessarily just about writing more volume or growing, and it can definitely be about achieving and enjoying quality of life, not just quality of income

• Insights on the strategy sessions he runs with brokers – where he asks brokers about the # of active clients in their book, knowing their trail income and understanding their P&L and how often it is reviewed against their goals and target

• The $4 billion dollar curse and how the principle applies to firms of all sizes

• The systems, support frameworks and value proposition for a broker’s firm to operate a sustainable, profitable and effective firm

• The capacity thresholds brokers should know so they can forward plan for growth

• And more….