Agent-Broker Partnership Saves Client $18,000 a Year

A Ray White customer has commended the Maroochydore office’s collaboration with Loan Market which led him to save $18,000 a year off his finances.

Tony Lawrence was already pre-approved by his bank to purchase a Sunshine Coast investment property when, the day before an auction, selling agent and Maroochydore principal Dan Sowden suggested he speak with a Loan Market broker.

“I trusted Dan and I knew he had his finger on the pulse so I thought it made sense to get a second opinion,” Tony says.

After assessing Tony’s finance on his home, business and investments, Wayne Pope of Loan Market Maroochydore was convinced he could save him money.

However with the auction the following day, there was no time, so he coordinated with Dan to arrange a 60-day settlement on the auction.

“Wayne did a lot of work, it was a complex financial situation and he came back with a deal that blew away all the arrangements we had in place with our bank,” Tony says.

As a loyal 18-year customer, Tony gave his bank the opportunity to match Wayne’s offer.

“They were still about $10k per year more expensive, so we made the move. I was a little hesitant however Wayne and his team made it simple.”

“I wouldn’t hesitate to recommend Wayne or Dan.”

Textbook Example

Wayne says this is a textbook example of how collaboration between real estate agent and mortgage broker drives improved customer outcomes.

The finance veteran has a team of five staff working out of Ray White Maroochydore, which was voted the top referring office to Loan Market in Queensland for the 2016-17 Financial Year.

He puts the success of the relationship down to focusing on the client and delivering them exceptional service, as well as good communication with the referrer, sending referrals back and partnering with a top principal.

Speaking of the partnership, Dan says it’s all about driving customer experience.

“It’s about getting the client a better a result. Saving them money, improving their ROI or getting them in a position where they can buy,” he says.

“It certainly solidifies the client relationship. It builds a remarkable bond and adds a lot of depth to our offering,” he adds.