Mortgage Broker grows business 10 fold within 6 months

Topic :

West Yorkshire
Business Process Challenge
Maortgage Brokerage

 Brief Description of the project:

  • The company provides mortgages under the Right to Buy scheme allowing council and housing association tenants to buy their homes.
  • Following a brief consultation on existing process they recognised that their focus was often taken away from new business due to their desire to “keep absolute control” of the mortgage application process.
  • Through recognising the problem Jeff Dawson recognised that by creating an effective partnership and the ability to outsource with a reliable company whose objectives were broadly in line with theirs they could concentrate on sales processes and new business.  This change to outsource operational process meant through little addition to staff and accommodation overheads they were able to grow the business quickly and effectively.


Equitable Business Solutions