Five years ago I decided I needed a career change and made the decision to use the skills I had acquired through my career to start my own mortgage broking business. I made a list of the things I required to be a successful mortgage broker and at the top of this list were referrals.  I had always been capable of generating enough leads to keep my old employer happy but, to be truly successful working for myself, I knew I had to get organised and make the most of every referral source and every lead.

On advice of a friend I was told to put nMB on my short list of aggregators as I was told, “at least I know you can trust them.”  At that stage I didn’t realise that not only could I trust them but they had exactly what I was after.

Their nMB affiliate marketing system allowed me to set up companies as referral partners (affiliates), give them great service from the point of getting the lead all the way though to settlement and all with little more effort on my part than just taking care of the client.

By joining nMB,  I now have access to their unique Affiliate Marketing System.  This system provides my referral partners access to an online database where they may: create & allocate leads; view statistics & workflow reports; and retrieve tax invoices.  Once leads have been created I automatically receive an SMS, email and a new client file in my nMB CRM.  From that point I maintain the file via the nMB CRM.  The affiliate is able to track the progress of every lead from the day they gave me the lead all the way through to settlement.  Reporting, commission payments and invoices are all automatically triggered at each milestone and it is all done for me.

Delivering consistent and professional service is vital to repeat and referral business.  nMB’s CRM and Affiliate Marketing System provides me with an effective and efficient means to keep my referral partners happy, keep the leads coming in and keep me organised along the way. 

Sean Farley – Director, Farley Financial