What if Your Settled Clients Could Pay You Twice?
What if Your Settled Clients Could Pay You Twice?
Does This Sound Familiar?
You might relate to this if you're a Melbourne mortgage broker who:
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Has helped 200+ clients achieve their property goals
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Spends thousands monthly on lead generation and marketing
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Watches client relationships go quiet after settlement
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Wonders if there's a smarter way to grow your business
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Values long-term relationships over quick transactions
This conversation probably isn’t for brokers who prefer transaction-focused relationships or
those just starting out with smaller databases.
Problems
Here's What Most Brokers Don't Realise
Let me paint you a picture:
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01.
The Settlement Pattern
You've just settled a fantastic client. They're grateful, you've earned your commission, everyone's happy. Then what happens? They disappear from your world while you're back to spending hundreds on Google Ads and cold leads.
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02.
The Lead Generation Habit
Meanwhile, you're paying $300, $400, sometimes $500 for a single qualified lead. And honestly, that's just what we've accepted as "the cost of doing business" in our industry.
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03.
The Quiet Truth
But here's what I've discovered after working with dozens of successful brokers: your settled clients will make 5-8 major financial decisions over the next few years. And right now, someone else is probably helping them with those decisions.
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04.
The Real Challenge
It's not that you don't know how to help people - you're brilliant at that. The challenge is that our industry has trained us to think our job ends at settlement. But what if it didn't have to?
Solution
What We've Discovered
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Month1: The Discovery
We sit down and look at your client database together. Not just the numbers - the relationships. We identify which clients might benefit from additional financial services and calculate the potential revenue opportunity.
Most brokers are surprised to discover they're sitting on $50,000 to $200,000+ in annual revenue potential. -
Month2: The Connections
We introduce you to carefully selected product partners who need what you have: trusted relationships with property owners. These aren't random financial products - they're solutions your clients are probably already looking for.
We handle the negotiations and structuring so partnerships are profitable for everyone and fully compliant with regulations. -
Month3: The Implementation
We help you reach out to your existing clients in a natural, helpful way. No pressure, no sales scripts - just genuine conversations about how you might be able to help with their evolving needs.
The result? Additional revenue from relationships you've already built, plus deeper client connections.
Why This Actually Works
The Shared Equity Story: We helped connect a lending firm with established mortgage brokers for shared equity products. The lending company stopped spending $200,000+ annually on digital marketing because they found something better: trusted broker relationships.
The brokers started earning additional revenue from clients who had “aged out” of traditional mortgage products. And the clients? They got access to solutions they couldn’t find anywhere else.
Market research
We've spent 18 months understanding where product providers struggle and where brokers have untapped value
Regulatory focus
Everything we recommend is designed with ASIC compliance in mind
Relationship protection
We enhance client relationships, never exploit them
TESTIMONIALS
What Brokers Are Saying
Values
Why This Makes Sense
Think about it this way:
Instead of spending thousands chasing strangers who might trust you, what if you could earn additional revenue from people who already do?
For business owners
Your business becomes more predictable with recurring revenue streams, your team has more opportunities to earn, and your brokerage becomes more valuable if you ever decide to sell.
For individual brokers:
You stay connected with clients beyond settlement, earn from relationships you've already invested in, and become known as the broker who provides ongoing value.
Here's What We're Proposing
The $50K Backend Revenue Blueprint: $4,997
But let me be transparent about something. We normally charge $12,500 for this level of partnership development. The reason we’re offering it for $4,997 is simple: we’re only working with 10 Melbourne
brokerages initially.
Here's what's included:
Month 1
Complete analysis of your client relationships and revenue opportunities
Month 2
Introduction to pre-vetted partnership opportunities and full negotiation support
Month 3
Implementation support with proven communication templates and compliance materials
And here's what makes this a smart decision:
If we don’t identify at least $50,000 in annual revenue opportunities from your existing clients within 90
days, we’ll refund your investment and keep working until we do.
For the first three partnerships we establish, we’ll waive our ongoing management fees for 12 months
(that’s typically $3,600+ in additional value).
Why Now Makes Sense
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Here's the thing:
We can only work with 10 Melbourne brokerages initially because each partnership requires significant customisation and attention.
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Right now, 3 spots are filled, which leaves 7 available.
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After these 10 spots are filled, the investment goes back to $12,500, and the profit-share bonus won't be available.
The bigger picture: Every month you’re spending on lead generation while your client relationships sit dormant, you’re essentially choosing the harder path. Some of your competitors are already exploring backend revenue strategies.
Whatif This Doesn't Work?
Fair question. Here's our answer:
If we don’t identify at least $50,000 in annual revenue opportunities from your existing client base
within 90 days, we’ll refund your entire investment and continue working until we do.
We’re also committed to ensuring every partnership structure is fully ASIC compliant and enhances
your client relationships rather than straining them.
Why can we make this guarantee?
Because we’ve already done the market research. We know where the opportunities are – we just need to apply that knowledge to your specific situation.
If This Sounds Interesting
Step 1
Reserve your spot (there are 7 remaining)
Step 2
We'll send you a brief questionnaire about your client base
Step 3
We begin with your client relationship audit in week one
Curious About Your Hidden Revenue Potential?
Reserve Your Blueprint Session
Investment: $4,997 (normally $12,500) RESERVE YOUR SPOT - 7 AVAILABLEFAQs
Got questions? We have got answers!
Is this just about selling more products to my clients?
Not at all. This is about connecting clients who have genuine needs with appropriate solutions. We only proceed when there's a real match between client needs and available services.
Will my clients think I'm being pushy?
In our experience, clients appreciate brokers who continue to think about their financial needs beyond settlement. We provide scripts and approaches that feel natural and helpful.
What if I don't have 200 settled clients?
This approach works best with established client relationships. If your database is smaller, you might want to focus on building it first through traditional means.
How is this different from referring clients to financial planners?
We create structured partnerships with product providers who specifically need distribution through trusted brokers. You maintain the relationship and earn commission without becoming a financial planner yourself.
What about compliance?
Every partnership structure we recommend is designed with ASIC requirements in mind. We help protect your licence while creating new revenue opportunities.