Certificate in Finance and Mortgage Broking
Added on 2020-05-28
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Running head: CERTIFICATE IV IN FINANCE AND MORTGAGE BROKINGBusiness Plan for Invetex Funding Pvt LtdName of the Student: Name of the University: Author’s Note:
1CERTIFICATE IV IN FINANCE AND MORTGAGE BROKINGTable of Contents1.Executive Summary.................................................................................................................22.Objectives.................................................................................................................................23.Situational Analysis..................................................................................................................33.1.SWOT Analysis................................................................................................................33.2.PESTLE Analysis.............................................................................................................44.Marketing Goals.......................................................................................................................55.Marketing Ideas........................................................................................................................56.Development of Professional Relationship..............................................................................67.Prospecting for clients..............................................................................................................78.Client Retention........................................................................................................................79.Summary..................................................................................................................................7Reference List..................................................................................................................................8
2CERTIFICATE IV IN FINANCE AND MORTGAGE BROKING1.Executive Summary Invetex Funding is an upcoming mortgage broking company that looks to serve the needsof lending for individual buyers, real estate experts and builders. The company is devoted tovarious ranges of the mortgage sources and is even devoted in discovering the precise loan fortheir client with the most effective rates, costs and terms in order to satisfy the requirements oftheir clients.The investments made for this company has been Mr. Steve Mayson and he is a licensedmortgage broker with an experience in this field for over 10 years. He has even employed twojunior mortgage brokers in his organizations who have been delegated the task of meeting therequirements of their clients and providing the best service required by the client. 2.Objectives Invetex Funding looks to provide widespread mortgage broking services. The company willconcentrate on giving out specialised and personalised services to meet the desires of everyclient. The company has their office located in the core business area location in Sydney andtherefore has been able to connect with the prospective clients and the other financial industries.The key objectives of the company involves: Becoming profitable by serving the investment opportunities in the real estate andthereby becoming available in the swift growing economy. Construct a firm and solid corporate recognition in the distinct target market segmentEstablish themselves as one of the top broking company by the end of 2nd year. Gain a positive return on investment within the firm 11 months.
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