Module 4:
Client Mgt and Resources
Whether you're a broker looking to expand your expertise or a finance professional aiming to understand this dynamic sector, our detailed course materials break down everything you need to know getting started with construction funding in Australia.
What You'll Learn:
- Develop strategies to maintain "sticky" clients through regular communication, personalised services, and value-added offerings.
- Use CRM systems to tailor advice and stay ahead of clients’ financial needs.
- Transition from traditional broking to full-service financial consulting by offering comprehensive services and insights.
- Establish mandates to protect your fees, deter client poaching, and ensure long-term relationships.
- Cultivate soft skills like emotional intelligence, negotiation, and effective communication to strengthen client relationships.
- Conduct regular financial reviews to optimise clients' corporate and personal financial structures.
- Offer actionable recommendations based on client-specific needs and changing economic conditions.
- Key resources that will be helpful as you navigate construction finance.
Whether you're handling your first construction deal or looking to refine your existing knowledge, our materials offer both foundational concepts and advanced insights into this specialised lending area.
Perfect for:
- Commercial finance brokers
- Lending professionals
- Property development consultants
- Finance industry professionals looking to specialise in construction lending
