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Join us and earn additional income whilst offering your clients a complete financial solution

Looking for ways to boost your revenue? We can assist you to integrate a full suite of lending and insurance products into your business.

Online access to our software and systems. Having access to the right software is crucial to building and retaining your client base.  Outsource Financial provides access to the award winning mortgage solution - Symmetry.

Our team of lending professionals are ready to assist.  All of our Lending Managers are fully qualified, compliant and very experienced to ensure that your clients receive the highest level of service.

Education, Training and Business Planning Outsource financial provides a range of training and member events throughout the year which are accredited Continuing Professional Development (CPD) programs to help maintain your industry body accreditations and build your business.

 

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Latest News

Credit Enquiry Reporting Service

There's only one way to ascertain how "healthy" (or sickly) your client's credit is.  You need to obtain and examine their credit report.

A client's credit report is their credit resume – and credit providers will assess it just as prospective employers would a CV. How well it presents will determine the likelihood of obtaining credit.   If the information provided in a credit report is used strategically, a loans adviser can better define which banks are more likely to approve a client's application.

Outsource Financial is delighted to now offer a service where you can obtain a same day – upfront Veda consumer and commercial credit report aswell as ASIC Extracts and Property Title searches from $28.50. The process is as follows:

1. Complete the special Privacy Document for Credit Enquiry.pdf form Property and ASIC Search Authorisation.pdf.

Cost per report is $28.50 if VISA or MasterCard is used for payment.

 

2. Email the document to This email address is being protected from spambots. You need JavaScript enabled to view it.  A report will be emailed to you the same day.

If you have any questions please contact Brendon Kurtz on 0478 040 714

Include third parties on adviser register

Outsource Financial chief executive Tanya Sale told financialobserver mortgage brokers should be added because the industry was regulated just like the advice industry and there should be no division between the two...read more here

More accounting groups to enter mortgage space....

According to Outsource Financial chief executive Tanya Sale, accountants have stronger databases and stickier clients, making lending solutions a natural addition to their existing services. Read More

More planners contemplate lending services

Inquiries from financial planners looking at the potential of establishing a lending arm within their core business had spiked noticeably, a boutique aggregator said yesterday.

Outsource Financial chief executive Tanya Sale told financialobserver the firm's database was comprised of about 30 per cent mortgage brokers, 30 per cent accountants and 40 per cent advisers, with the business experiencing an upsurge in calls from financial planning practices following the Future of Financial Advice reforms.
Read more

Outsource Financial launches credit advising program

Boutique aggregating firm Outsource Financial has launched a mentoring program for financial services practitioners looking to add borrowing or credit advice to their value proposition. “We’ve built a new entrants mentoring program and it’s been designed specifically for the needs of financial planners and accountants who want to enter the debt solution space,” Outsource Financial chief executive Tanya Sale told financialobserver. - Read more

Planners and accountants the future of distribution - Mortgage Business

The head of a boutique aggregator believes the future of mortgage distribution will be driven by financial planners and accountants.

Outsource Financial chief executive Tanya Sale told Mortgage Business that consumers already have a close, trusted relationship with their accountant or financial planner who will play a more prominent role in the future of mortgage distribution. More.....

The Cookie Jar Business Plan

What's the difference between a common household cookie jar and a great business? Surprisingly, not a lot. A cookie jar is usually filled with a variety of flavours and options. So ask yourself, is my business like a cookie jar....read more

Contact Us

This email address is being protected from spambots. You need JavaScript enabled to view it.

1300 781 481

Suite 406, Level 4, 19 Roseby St

Drummoyne NSW 2047

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