Position to enhance MyCRM and adviser growth services
Loan Market has announced the appointment of Nicole Ferguson (pictured above) as the new national director for New Zealand, effective May 1. Based in Auckland, Ferguson will focus on providing support and driving growth for Loan Market businesses and their advisers.
Ferguson is recognised within Loan Market for her leadership and expertise in technology, innovation, and process improvement.
She is committed to delivering the promises Loan Market makes to its advisers, including saving time, ensuring safety, diversifying revenue, acquiring and retaining clients, growing businesses, and establishing Loan Market as a leading consumer finance brand.
Loan Market enhances MyCRM and business growth services
In her new role, Ferguson will strategically leverage the MyCRM business operating platform to introduce time-saving features and enhance adviser and client experiences.
Key upgrades include:
Mortgage Recommendation Engine (MRE): This feature expedites lending scenarios, significantly reducing advisers' time spent and providing quick visibility on deal serviceability.
SmartData Initiative: Revolutionizing the client experience, SmartData offers a straightforward, efficient, and accurate method for clients to share their information with advisers. This substantially reduces the time to lodgement, aligning with Loan Market's commitment to saving advisers time.
MyActivities: This feature transforms adviser business workflow through automation, revolutionising workflow and pipeline management. It boasts easy navigation and a visually appealing interface.
'Card-View' Feature: Similar to Trello, this feature centralises key productivity tools within MyCRM, eliminating the need to switch between platforms and enhancing operational efficiency.
FileInvite Integration: This integration allows advisers to securely and efficiently collect client information, reinforcing Loan Market's dedication to adviser safety.
“I’m keen to make sure our technology and business platform, MyCRM, not only meets but exceeds our advisers’ expectations and be a hands-on, responsive leader to support the Loan Market businesses,” Ferguson said.
Furthermore, Ferguson will implement transformative business growth services such as:
Kaizen Workshops: Led by black-belt Lean Six Sigma experts from Loan Market, these bespoke sessions streamline advisers' businesses, enhancing productivity and the customer experience.
Business Builders: Offering a structured business coaching framework, Business Builders ensures advisers remain accountable to their goals and aspirations.
Profit Pulse Coaching: Providing insightful advice, Profit Pulse sharpens business owners' focus on profitability through benchmarking against Loan Market businesses across Australia and New Zealand.
A record of success
With a successful track record of addressing adviser challenges and driving growth, notably during her tenure as state director for Loan Market Victoria and Tasmania, Ferguson is poised to bring value to the New Zealand adviser community from day one.
“I'm thrilled to join the New Zealand community and bring all my learnings of what businesses and advisers have told me they need to help their business ambitions,” she said.
Sam White, executive chairman of Loan Market, added, “We’re excited that Nicole will lead our Loan Market NZ business.
“Her extensive expertise growing businesses, along with her solid understanding of how advisers harness tech to save hours writing deals while staying safe, will help us achieve our mission of becoming the most trusted and liked consumer brand in finance.”
White said Ferguson’s appointment is part of Loan Market's ongoing commitment to deliver the most valuable support to Loan Market business owners and their teams.
Last year, Loan Market Group combined its Loan Market, PLAN Australia, Choice Aggregation, and the FAST aggregation brands to form Australia and New Zealand’s largest aggregator – LMG.
What do you think of Loan market’s latest appointment? Comment below.
