
Client List and Trail Ownership in Mortgage Broking
The notion of “owning” a client list in mortgage broking is one of the most persistently misunderstood constructs in financial services law. Brokers frequently assume

The notion of “owning” a client list in mortgage broking is one of the most persistently misunderstood constructs in financial services law. Brokers frequently assume

There are remarkably few subjects within modern mortgage broking that generate greater uncertainty than the prospect of unsolicited contact. Brokers understand cold calling. They understand

The increasing digitisation of credit intermediation has produced a structural evolution in how credit assistance is delivered, particularly through embedded third-party forms hosted within broker

I came across a today where a broker was scouting for an individual for the purpose of cold calling potential mortgage clients with renumeration determined

The advertising of mortgage interest rates occupies a unique position within consumer protection law. Unlike most forms of commercial advertising, the promotion of credit products

The increasing use of offshore staff, marketing agencies, virtual assistants, appointment setters, and lead-generation companies within the mortgage industry has created a significant and often

One of the most overlooked requirements in Australian financial advertising is the prohibition on creating a misleading “overall impression” in advertising or during the top-of-funnel

What would you do if you saw somebody drop a wallet in the street? What about if they left a suitcase full of cash on

The level of statistical integration availed to those that use Yabber (and our broker website) was always industry leading. However, with over 100 modules that

The Reserve Bank of Australia (RBA) publishes large amounts of data to its website as Excel Spreadsheets, but this method makes advanced queries and analytics

I’ve noticed a large number of businesses – particularly those in the finance industry – using the term “University” in their business, product, and domain

We’ve had a large number of people ask us about the AI-driven Licence (and general document) upload form tool lately, so this article serves as