For Brokers
Diversify and broaden your revenue streams and make the most of every finance opportunity with your existing client base and new prospects delivered to your email.
Focus Finance intuitively guides you through each asset finance prospect and provides an extensive product range to choose from to ensure you get the best fit for your client.
Mortgage Brokers
Diversified Service Offering = More Business Opportunities
- Mortgage clients often require financing for other assets, such as vehicles, equipment, or business assets.
- By offering asset finance solutions alongside home loans, a mortgage broker can provide a one-stop financial service, increasing client retention.
Increased Client Retention & Lifetime Value
- A mortgage broker typically works with clients during home purchases or refinancing, but asset finance brokers help clients secure funding for other needs.
- By partnering, both brokers can refer clients to each other, ensuring they remain engaged across multiple financial transactions over time.
More Referrals & Cross-Selling Opportunities
- A mortgage broker can refer clients who need asset finance, while the asset finance broker can send referrals for home loan needs.
- This creates a steady stream of leads and enhances client trust, as they receive all financing solutions from trusted professionals.
Faster & Easier Loan Approvals for Clients
- Asset finance is often quicker and less complex than mortgages. Having an asset finance broker in the network allows clients to secure funding for vehicles, machinery, or other assets without long waiting times.
- Clients appreciate the convenience of streamlined financing options under one roof.
Competitive Edge Over Other Mortgage Brokers
- Offering access to asset finance solutions differentiates a mortgage brokerage from competitors who only focus on home loans.
- Clients are more likely to choose a broker who can handle their full financial needs rather than seeking different providers.
Additional Revenue Streams
- Referring clients to an asset finance broker can generate referral commissions, increasing the mortgage broker’s income without additional workload.
- If structured well, this partnership can create a mutually beneficial arrangement where both brokers share profits.
Better Client Financial Structuring
- Some homebuyers may also need car loans, business equipment financing, or other asset-backed loans.
- A partnership ensures the client’s overall financial situation is structured effectively, avoiding overleveraging and ensuring affordability.
Stronger Relationships with Lenders & Financial Institutions
- Working with an asset finance broker expands a mortgage broker’s lender network, leading to better financing options for clients.
- It also enhances credibility in the financial services industry, making both brokers more attractive to lenders and clients.
Serving Business Clients More Effectively
- Many mortgage brokers have clients who are self-employed or own businesses. These clients often require commercial asset finance, making the partnership highly valuable.
- By offering business vehicle finance, equipment loans, or commercial asset funding, mortgage brokers can better serve entrepreneurs and business owners.
Long-Term Business Growth
- Expanding into asset finance through a strategic partnership helps mortgage brokers future-proof their business, ensuring long-term client engagement and income stability.
- It creates a stronger value proposition, making it easier to attract and retain clients.
Insurance Brokers
1. Increased Cross-Selling & Revenue Opportunities
- Clients who finance assets (vehicles, machinery, equipment) need insurance to protect those assets.
- An insurance broker can provide policies for vehicles, equipment, or other financed assets, creating a seamless buying experience for clients and additional revenue streams.
2. More Client Referrals & Business Growth
- Asset finance brokers work with clients who often need insurance. By partnering, they can refer clients to an insurance broker instead of leaving them to find coverage elsewhere.
- In return, the insurance broker can refer clients who need financing for assets. More referrals = more business for both parties.
3. Competitive Advantage & Enhanced Client Convenience
- Customers prefer one-stop financial solutions. If an insurance broker offers access to asset finance options (via their partner), clients save time and effort.
- This convenience can increase client satisfaction and help retain customers in the long run.
4. Higher Customer Retention & Lifetime Value
- Instead of only handling insurance policies, an insurance broker can be involved in a client’s entire financial journey—first securing financing for an asset, then insuring it.
- This creates long-term relationships rather than just one-off transactions.
5. Faster Loan Approvals with Pre-Arranged Insurance
- Many lenders require asset insurance before approving finance.
- If an insurance broker is already in the loop, they can speed up approvals by providing the required insurance policy immediately.
6. Expanded Service Offering for Both Brokers
- An asset finance broker can advertise "insurance-ready" finance solutions, making their services more attractive.
- Meanwhile, the insurance broker can offer financing options to clients who may not be aware they can finance their asset purchases.
7. Increased Trust & Brand Credibility
- A professional partnership builds trust with clients, as they receive financial and insurance solutions from specialists who work together.
- A strong referral relationship enhances both brokers' reputations in their respective industries.
8. Better Risk Management for Clients
- An asset finance broker wants to ensure the financed asset is properly insured to protect the lender’s and the client’s investment.
- A close partnership with an insurance broker ensures clients get the right coverage, avoiding underinsurance risks.
9. Additional Revenue Through Referral Commissions
- Insurance brokers can earn commissions by referring clients to an asset finance broker and vice versa.
- This creates a passive income stream while adding value to clients.
10. Stronger Industry Positioning & Market Growth
- In a competitive financial services industry, brokers who provide bundled solutions (finance + insurance) stand out.
- This approach attracts more clients and positions both partners as trusted advisors, not just service providers.
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