About

With a lifelong career in finance, Maryanne Elliot founded 360 Mortgage Solutions so she could provide personal support for first-home buyers and focus on financially educating her client base. As an independent broker, Maryanne selected Specialist Finance Group (SFG) as her aggregator partner. With an alignment of goals and culture with SFG, the best was the rollout of Salestrekker to SFG brokers.

“The power of Salestrekker for 360 Mortgage Solutions can be seen in the support it provides for CRM and compliance. Stress-free automation means communications and touch points happen seamlessly. Plus we remain fully compliant at all times,” said Maryanne Elliot, Mortgage and Commercial Broker/Director of 360 Mortgage Solutions.

Focusing on firsts

360 Mortgage Solutions launched to strategically target first-home home buyers to build customers for life. Then it would be a matter of time before her client base would expand around the country and the team could expand into commercial lending.

To achieve economies of scale is where the benefits of Salestrekker CRM came into play. The first peak settlement season saw Maryanne automate the firm’s workflow to reduce repetition and increase customer service outcomes. Salestrekker automation became responsible for the behind-the-scenes customer touch points and ensuring key communications, such as funding estimates before settlement, are sent to each client without any need for human intervention.  

For Maryanne, it’s all about premium customer service: “We have an automated Salestrekker customer email journey to remain in touch with clients. They know we are always thinking about them. It’s created lots of extra opportunities to have the right conversation at the right time,” she outlined.

“If I didn’t have Salestrekker I would be too busy calling and emailing clients and certainly not making the revenues we are now,” she continued.

Leader in communications

For those online meetings with first-home buyers, Maryanne activates the recording function in Salestrekker and makes it available in the client portal. This has proven to be a bonus in leading those buyers through the lending process. The Salestrekker dashboard records how many times the clients watch the meeting and this is backed up with the additional questions that are asked as buyers self-educate themselves.

“Recording a meeting can have multiple benefits from a compliance perspective, but more often it’s helping first home buyers through the myriad of documentation they need to follow. It’s really paid off for us,” she says.

Adding commercial lending

With a strong stable of clients nation-wide, Maryanne is expanding her team and has recently upskilled to move into commercial finance. Extra training and the added features and functionality of Salestrekker 2.0 means new commercial lending revenue streams are closer than ever before.

“The tools in Salestrekker 2.0 that will see us engage with lenders at the time of loan preparation will be brilliant. It will give me more confidence that Salestrekker can clarify what our clients are looking for in real-time. We can’t wait,” she said.

And when asked to sum up what Salestrekker meant for 360 Mortgage Solutions, Maryanne explained it was more than business benefits for her.

“Automating the business with Salestrekker means we can focus on growth. This has provided great financial security for my family and allows me to have a much fairer work/life balance.”

Results

• Automates communications and compliance
• Created new revenue opportunities
• Built loyal customer base for life