Diploma of Finance and Mortgage Broking: Sustainability Plan Report

This report presents a comprehensive sustainability plan for a mortgage broking business, focusing on long-term operational effectiveness and customer satisfaction. The plan emphasizes increasing the customer base and market share by providing quality services and meeting customer needs. It details the importance of stakeholder engagement, including customers, shareholders, and peer members, to gather essential data and feedback for strategy development. The report outlines key strategies such as resource optimization, the avoidance of hazardous materials, and employee motivation through rewards. It highlights the use of key performance indicators to measure employee performance and organizational adaptability, ensuring workplace sustainability. The plan aims to integrate sustainability as a core component of business planning, adapting to market changes, and monitoring stakeholder feedback for continuous improvement. The ultimate goal is to maintain a competitive edge and achieve precise development within the mortgage broking business.

Running head: DIPLOMA OF FINANCE AND MORTGAGE BROKING
Diploma of Finance and Mortgage Broking
Name of the Student:
Name of the University:
Author’s Note:

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Assignment 5
The written plan constitutes of the sustainability plan with the help of which the company
can operate in the economy in an effective manner. The scope of the sustainability policy is to
meet the demands of the current generation without sacrificing the capability of the future
generations in order to satisfy their needs. One of the limitations of sustainability is the
productive incorporation of sustainability may lead to simple interpretation of the word.
This sustainability plan is associated with mortgage broking business and therefore the
plan is related to effective functioning and performance of mortgage broking business. The main
aim of the mortgage broking business is to provide assistance to their client in accordance to
undertake investments and loans from the correct financial organization that provides loan to the
individuals and even monitor their loan structure so that their clients receive the best and quality
services and is able to make the most out of their businesses. The scope of the sustainability plan
is to increase their customer base to the optimum level with the help of which the business can
increase their level of profit. The rise in the level of customer base leads to the development of
the market share of the company and these are the aspects the company wants to attain by taking
assistance of the best and the suitable quality of services. The company wants to fulfil the needs
of their customers so that they become satisfied and remain loyal to the organization in the future
course of time.
The information that is essential for the development of the business is attained by taking
assistance of the various sources with the help of which the written sustainability plan can be
completed in a precise manner and the company can attain the objectives that they desire. There
exists various sources with the help of which the concerned data can be collected. The company
has collected data by gaining feedback from their existing customers in order to have certain

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knowledge about what they desire and the strategies that can be incorporated in the company
with the help of which they can satisfy their customers. The organization even looks to attain
data and suggestions from the related stakeholders so that effective strategies and the changing
market scenario can be understood with the help of which changes can take place that can
improve the operational activities of the organization. The management of the company assesses
the strategies and the operational plans of their rival companies with the help of which they can
make amendments accordingly and compete in the competitive market.
One of the key process for the development of the policies is to recognise and consult
with the stakeholders with the help of which the information and the process that is essential for
the construction of the sustainability plan can be known and utilised accordingly. The
stakeholders who have been taken into consideration are the shareholders of the company along
with the peer members who provide assistance to the company in accordance to the various loan
products that are offered by other financial institutions so that the customers can undertake loan
in the most suitable products along with their goal and risk taking capabilities. The customers
even are a key stakeholder and the mind-set and the point of view of the stakeholders play a vital
role and addresses the process that would be undertaken in order to prepare the plan.
There exists suitable strategies that can be fundamental for enhancing the operational
qualities of the company. The organization looks to optimise the usage of the resources with the
help of which cost of the company can be reduced and the amount of wastage can be mitigated as
well. There exists a process with the help of which the company can abstain from making use of
the toxic and the hazardous materials so that the economic, environment and social aspects can
be safeguarded. The management should even construct plans with help of which the aspects of
the employees can be understood and accordingly rewards and recognition programmes can be

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undertaken in order to motivate the employees and encourage them to perform in a more
effective manner. The company can even incorporate life cycle management processes with the
help of which the organization can perform in an effective manner. There exists several policies
that the company can incorporate but the most effective one is based on the aims and objectives
of the company along with the cost related to it and the efficiency and timeframe. The
organization is in the idea of implementing the plan for a long term basis and therefore looks to
construct and incorporate a plan that will be effective and will be able to satisfy the long term
timeframe which the company has in mind. The cost factor is not taken into consideration as the
sustainability plan is prepared according to the financial aspect and the desires of the
management of the mortgage business.
The policies that would be prepared needs to reflect the commitment of the company
towards sustainability and the plans should be in such a manner that sustainability would act as
an intrinsic part of the business planning and opportunities associated with the business. The
methods that are related with the process of incorporation of the plan is undertaken by taking
assistance of the key performance indicators. The performance indicators associated with the
organization is inclusive of the performance of the employees and the adaptability approach of
the organization.
The sustainability plans and policies that have been constructed is inclusive of the
anticipated outcome that can be incorporated by organization with the help of which workplace
sustainability can be maintained and company can function effectively. The essential
stakeholders of the company are recognised with the help of which the management can take
care of them. The anticipated outcome of the organization needs to be informed to the associated
stakeholders and they would be assigned with various accountabilities with the help of which

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they would be encouraged to perform efficiently in accordance to the objectives of the
organization.
The process with the help of which the sustainability plan would be incorporated within
the organization needs to be communicated within the organization and the sustainability plan
can perform effectively thereby optimising the performance of the mortgage broking business. In
order to enhance the strategies in accordance to the changing market scenario, the management
needs to incorporate plans and strategies accordingly in order to sustain development in the
resource effectiveness. The feedback of the stakeholders in accordance to the incorporated plan
needs to be recorded in order to have an idea about what they feel and what changes that can take
place with the help of which the sustainability plan can be enhanced. The records and the
information needs to be managed and monitored with the help of which improvement of the
performance of the mortgage business can be undertaken. The incorporation of this sustainability
plan can lead to precise development of the company and thereby can maintain competitive edge.

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