Brokers want access to credit team: survey

By Andrea Cornish | 11/05/2010 12:00:00 AM | 3 comments

The majority of brokers are looking for direct access to lenders' credit teams, according to a recent survey by Opportune Home Loans.

The nationwide survey polled brokers on what they want from a lender and found 88.2% are looking for contact with the credit teams responsible for handling loan submissions, while 76.5% are looking for a product suite that can compete on rates with the major banks.

More than half of those surveyed said they felt it was “very important” to have a lender which provided one point of contact that stays with them throughout the settlement process. Another 52.9% said it was very important to be informed when their client contacts a provider, while an equal percentage said it was very important to be provided with ongoing support.

Opportune CEO Paul Ryan says the results indicate brokers are looking for the kind of service offered by non-bank mortgage managers.

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Latest Comments

Total: 3 comment(s)

BrokerBrains on 11 May 2010 02:24 PM

So exactly how many took the survey???? numbers, figures and percentages means nothing without knowing how many people were surveyed...

Jeff Mazzini- AAMC Training Group on 12 May 2010 11:18 AM

The issue in regards to getting applications via lenders credit areas requires all loan writers to clearly understand the clients financial position, combined with the lenders requirements.Then to place the full information before the lenders for them to make a quick and informed decission. In years gone by I have sat on both sides of the approval desk and trust me credit people who have all the information to assess the risks are more than happy to approve, subject to risk assessment. Think like a credit person, ask yourself what do they really want to hear from you to assess the application.Place the deal to them with all the required information backed up by strong supportive notes to enhance your case.

Peter on 12 May 2010 04:46 PM

Having worked both as a lender and a broker I can only say it is a bad idea for brokers to have access to credit. The interruptions to workflow would be horrendous. Just think how hard it is to contact a BDM now with a legitimate question because they are bogged down answering the numerous questions posed by the lazy brokers who won''t research their own answers.The same would apply to the credit officers who would be swamped with questions and would struggle to get loans approved with all the interruptions. The best way to get loans approved is to ensure your submissions are ''excellent'' with any contentious points fully explained in your notes. If you can''t explain things in your notes a phone call won''t help. If you think your loan was ''excellent'' (all brokers do don''t they) and it is declined a beTter idea would be to have a formal review officer (with the power to overturn a previous decision)to take an arms length look at it? They would only then have the problem of telling the broker it is still declined.

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