About

Launching herself into the mortgage industry in 2007, today Deanna Ezzy (De) has helped Australian homeowners secure almost one billion dollars worth of residential loans – leading to some very happy property owners. With a slew of awards and a consistent ranking as the top female mortgage broker in the Australian Capital Territory – plus a Top 100 nationwide ranking for nearly a decade – De knows what it takes to process lending at high volumes.

“Thanks to Salestrekker, we just had to make the switch to a different aggregator. Sure, it involved some challenging moments, but we came out on top with double the monthly lending applications and a team three times the size in just three years! Our old CRM? Not even close to this level of success with Salestrekker,” De Ezzy, Director and Principal Mortgage Broker, More than Mortgages.

Scaling the business

Despite a CRM upgrade from More than Mortgages' previous aggregator, functionality took a turn for the worse, frustrating De and her team and putting her business under unnecessary pressure. No longer prepared to weather the disruptions, she turned to boutique aggregator Specialist Finance Group (SFG). SFG trusted Salestrekker across its broker network.

Crucial for De and the team was adding multiple automation features and a client portal via Salestrekker significantly expanding its customer service touch points. During a hectic period of lending for the entire industry, More than Mortgages monthly volumes doubled – De attributes this to automated workflows, greater efficiency and productivity, and good old-fashioned ‘speed’ of transactions. For the first time, the brokerage could see the accelerated benefits of automated emails and text messages that proved incredibly impactful for its client list.

“Moving to Salestrekker was inevitable after our industry research. Our commercial broking partner was an experienced and happy Salestrekker user. Plus, Salestrekker stacked up well when compared to competitive solutions,” she outlined.

Bottom-line benefits

Creating new touchpoints with clients hasn’t created extra workload for De and the team. Instead, it’s achieved greater bottom-line benefits and generated over 100 five-star Google reviews. Clients receive an automatic update on their applications, keeping them in the loop.

This frees the team to manage queries and support existing and new loans. Additionally, embedding a CRM into daily operations means strategic calls to action can be integrated into the customer relationship. Annual loan reviews create sticky, loyal customers who benefit from receiving the best lending rate possible – extra refinance work and protecting the trail book is offset by a much lighter automated administration workflow.

Looking to the future

More than Mortgages continues to look to the future to create new opportunities for its clients, staff, and founders. Trusting Salestrekker for the past few years has helped De free up time to focus on value-added aspects of business.

“We know we can run the business with our leadership team taking time out for personal reasons. This is crucial to maintain the momentum you need for what I believe is a high-energy business,” she outlined.

While current and potential lending clients benefit from the customer relationship between themselves and More than Mortgages, the team is expanding from the East to the West Coast with a new office in Western Australia in 2024.

“We are looking forward to the new functionality in Salestrekker 2.0 to continue to focus and deliver on the ‘more’ aspect of More than Mortgages.”

Results

• Automated valuable lead generation and loyalty program
• Doubled lending volumes and tripled staff levels
• Unparalleled reputation for delivery