Lending panel and other services

Our lending panel

PLAN Australia maintains an extensive panel of residential and commercial lenders to ensure you have access to hundreds of loan products to suit client needs. We work in partnership and maintain strong relationships with our lender panel. Our panel ranges from major banks, building societies and credit unions to retail lenders and specialist non-banks.

Our lending panel is continually reviewed to ensure our brokers and affiliate partners are able to meet their clients' needs by maintaining a competitive advantage in today's aggressive mortgage broker market.

At PLAN Australia, we support the submission of quality loan applications, that not only build strong lender relationships, but ensure our members receive the highest possible commissions.

Other services

Buy/Sell Facility

The mortgage industry continues to undergo significant changes as a result of NCCP requirements and businesses may respond to this is different ways. Some mortgage brokers may pursue opportunities outside the industry and would like to explore the opportunity of valuing their trail book. Other businesses staying in the industry may chose to grow by acquiring such books.

At PLAN Australia, we provide a Buy/Sell Facility which offers our members a simple, risk-free channel through which their trail books can be bought or sold.

The Buy/Sell Facility is a well established process from start to finish, which includes a transparent price methodology based on factors such as: 

• makeup of revenue (mortgage trail or insurance trail)
• panel versus non-panel lenders 
• extent of borrowers’ details 
• clawback history

Terms include 100% of the determined price on settlement (less any fees, charges and taxes payable) with transparent terms and conditions provided upfront.

Benefits

The benefits of the Buy/Sell Facility are numerous, and include: 

• buying or selling a trail book easily and effectively 
• transparent pricing, terms and conditions 
• no time or expense associated with finding a buyer or seller, conducting negotiations and playing legal “tennis” 
• a reliable counterparty in Advantedge Financial Solutions 
• reducing the costs and risks associated with a do-it-yourself transaction

To find out more about PLAN Australia and this facility, please contact one of our Business Development Managers.

Aviate Property Group

Aviate Group is one of Australia’s leading property research and investment firms, specialising in sourcing high growth and quality ‘investment grade’ residential property. Aviate Group posses the skills to remove much of the uncertainty in selecting an investment property by conducting extensive due diligence on potential properties. They recommend only those properties that meet Aviate Group’s strict 32 point selection criteria (108 point check)

 
Just as a mortgage broker would refer a customer to an accountant or solicitor for professional tax advice, referring a customer to Aviate Group is a referral to a professional for a specialised service.

Aviate Group will remunerate mortgage brokers for referrals that result in the purchase of a property they recommend*. This represents an additional revenue opportunity for members. In many circumstances this would be in addition to revenue generated in assisting the customer obtain finance to purchase a property.

Visit Aviate: http://www.aviategroup.com.au

*Laws in NSW, SA, NT and ACT prohibit the sharing of real estate commissions with non-licensed entities.