PM Update

Tools to help track and protect your trail

Written by AFG | 30 January 2023 1:26:19 AM

As a mortgage broker, the experience you provide to your clients is crucial to not only the success of a transaction but also the longevity of your relationship with them. In today's market, with rising interest rates and changing conditions, it's important for brokers to be proactive in their approach and stay closely connected to their clients.

One way to do this is by leveraging CoreLogic’s RP Data and PropertyHub, designed specifically for mortgage brokers.

How can RP Data and PropertyHub support mortgage brokers?

RP Data offers access to over 40 years of curated property data, allowing you to view recent sales and listings, know the latest market trends, and identify changes to the property market. This can help you become a trusted property expert for your clients and inform your conversations with them.

By unlocking RP Data insights within a PropertyHub account, you are instantly given access to a range of features, including:

  • Watchlist: CoreLogic’s Watchlist makes it easy for you to track your loan book and stay informed about changes to your clients' properties. The Watchlist allows you to upload your loan book and receive alerts whenever a tracked property is listed for sale or sold. This can help you stay in touch with your clients at key life moments and decisions, protecting your income in the process.

  • Digital Property Reports to nurture your clients: You can send clients unlimited Digital Property Reports as part of your RP Data subscription within PropertyHub. These interactive reports provide up-to-date detailed property history, estimated value, and local market activity and trends. That’s not all, the digital reports include dynamic charts, additional images, rental values, and more comparable properties. The best part – these reports are completely customisable, allowing you to add your own branding to match your corporate identity.

  • Access the RP Data Mobile App: As part of your RP Data subscription, you can download the RP data mobile app which gives you access to key data on the go, download property reports on the spot, get property alerts straight to your phone, and track the status of valuation orders submitted in PropertyHub. This can help you stay informed and responsive to your clients' needs, no matter where you are.

Some of AFG’s very own award-winning brokers, Peasy and Birdie Wealth, are already using PropertyHub in conjunction with RP Data insights to help inform their client conversations and stay abreast of the latest market activity.

Hear how they are incorporating CoreLogic’s tools into their business processes and how Birdie Wealth have grown their leads by 92%. Watch the video here.

Request a call back:

To find out more about how CoreLogic’s suite of Broker tools can help you, request a call back today.