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Welcome to our SME Hub - dedicated tools, resources and information to support your diversification success.
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Summary
Talking diversification
Podcast
Leading broker Jayne Bestt (Managing Director, JB Home Loans) shares her small business diversification journey, including the challenges she faced, the opportunities the market presents and first-hand tips and advice for brokers starting out on this path.
What are you missing out on?
Article
Small business represents a big opportunity for brokers. With over two million small businesses contributing $330 billion to the Australian economy and demand for finance on the rise, we look at the real benefits this market represents to a broker's bottom line and answer the question - what are you missing out on?
Taking the first step
The first step is often the hardest. We break down the steps involved in making the transition to small business lending and provide insights, research and advice to support your success. The first step? Getting to know your customer.
Talking customer
We chat to customer Imelda Bordiss, co-owner of Icon Training Academy, who shares insights into what it's like to be on the other side of the fence. We explore the challenges facing small business customers and how brokers can play an important role in their customer’s business success.
The rise and rise of word of mouth advice
Word of mouth advice is becoming increasingly powerful. But what are the implications of this growing trend and how can brokers take advantage of the opportunities it presents?
Ready, set - diversify!
In current challenging times, diversification is becoming even more important as a strategy to safeguard your income and future-proof your business. But what does it take to successfully make the jump to small business lending?
Talking sales
We talk to Dean Mannix, CEO and co-founder of Sales ITV about how to drive sales growth in challenging times. Dean shares expert advice, proven techniques and simple strategies to build a compelling proposition, uncover opportunities on your doorstep and harness the power of the 'friendlies'.
The lowdown on financials
It’s often said that the story of the business is found within the financials, and there is a wealth of information to find. The trick for most is knowing where to look, and interpreting what that means for the health of the business.
Ratios in action - a case study
Case study
Having an understanding of key ratios and what they tell us is one of the building blocks of a strong submission. We review a case study for a practical take on how to tackle ratios.
The A to Z of ratios
Reference guide
Looking for a ratio? Want to know what it means? Or how it's calculated? We've put together the ultimate quick reference guide.
Telling the story
What makes a deal a deal? How do you tell the story of the business in your submission? In this podcast, we go straight to the decision maker for answers. Craig Warfield, Suncorp's Small Business and Specialised Credit Leader shares his experience, insights and tips into creating a winning application for your customers.
Understanding risk - a guide for small business brokers
What has risk got to do with it? Pretty much everything. We take a look at the common types of risk small businesses face and provide a practical guide for putting your customer's best foot forward.
Submission notes guide
The submission notes reference guide provides tips, helpful information and examples, to build a strong application and achieve faster turnaround.
Actual Documentation Requirements
Checklist
Our Actual Documentation Requirements (ADR) checklist lists all the required documentation we require to assess your customer’s application. Note - login is required for access.
Special offers
We're serious about providing real value for customers. Our special offer page provides details of all small business offers in one convenient location.
SME Business Development Managers
Our aggregator-aligned, Power of Partnerships Business Development team consist of a dedicated Small Business BDM, Home Loan BDM and phone-based BDM.
Education = Opportunity
This edition focuses on the importance of education. Arguably, there has never been a better time to broaden your industry knowledge and capability. Not only can it help to build and maintain trust, but it is also key in ensuring your longevity as a broker.
Listen to the podcast
Read the articles
Supporting your success
In our February edition of Business Intuition, we focus on your success. As the industry navigates uncertain times, we uncover the opportunity that diversification presents, providing insights and expert advice to not only support your business, but help it thrive.
Knowing the numbers
In our September edition we let the numbers do the talking. We take the fear out of financials by breaking down key statements and metrics. Importantly, we look at the broker's role in uncovering the story behind the numbers and how that translates into a strong credit submission.
The Customer
In this edition, we focus squarely on the customer. We look at what drives small business owners, the challenges they face and provide insights, information and advice to build stronger relationships with the most important person in the transaction – your customer.
Let's talk diversification
In this edition we delve into diversification. More than just an industry buzz word, diversification is about taking a holistic approach to servicing your customers and future-proofing your business. Let’s see how it can work for you.
