Auctus Coaching - Insider Tips


How to know what you need to know with Salestrekker
Christian Paterson, Head Coach at Auctus Coaching and a key strategic implementation partner of Salestrekker, is no stranger to hearing one common phrase from brokers: “I know what I need to do, but I just don’t have the time to do it all!”
We recently caught up with him to uncover essential steps brokers should be taking now - from reaching out to customers more frequently, be it through digital channels, their website, or even LinkedIn - to kicking off the right way.
Plus, he spilled the beans on his top 3 tips for honing your mortgage broking business expertise.
What's the biggest challenge brokers are grappling with today?
It's a doozy: Time. Brokers are sinking under an avalanche of compliance requirements and more demanding markets. They need to write more loans, which means more meetings, more phone calls, and more customer interaction.
What's the one theme that runs through every broker meeting you attend?
It's one refrain, "I know what I need to do, but I just don't have the time to do it!" Brokers know they need to communicate with clients better, but they're stumped on where to start.
What else should brokers focus on besides the usual suspects?
Employee satisfaction, including their own, is key to scaling a business. Without proper processes in place, service quality can be a mixed bag. And staff don't want to work in that kind of environment.
So what's the solution?
Streamline workflows with software automation and better business practices. Auctus can help assess and refine business processes, including outsourcing and support partnerships. We recommend Salestrekker, among other business solutions, to manage customer relationships and sales workflows.
How long does the Auctus review process take?
We say two months is all we need to kick-start your future. Our review covers everything from people to tools and systems, and we tailor our recommendations to suit each broker. And if Salestrekker isn't being used to its full potential, we'll help you tap into its power. And guess what? If you write $2 million more, our fees are covered!
What does Salestrekker 2.0 mean for brokers?
It's a game-changer! The new and improved Salestrekker 2.0 is going to revolutionise how brokers manage their workflow. Its automation and tools will unlock unprecedented capacity and accelerate results. It's a no-brainer, folks!
Where can I learn more?
You can call the team or stay up to date with our news. My top 3 recommendations for learning more include: