RM Hub

Hi [Name], it's [Your Name]. How are you? I'm calling because we received your application for the finance broker opportunity. Firstly, thanks for applying. I wanted to have a quick chat, learn a little about your background and what attracted you to the opportunity, and then give you a better understanding of the model. Before I run through it, can I ask what you were hoping the opportunity would look like?

• Tell me a little about your background. • What attracted you to finance broking? • Have you worked in sales, banking, lending or finance before? • What are you looking to achieve? • Are you looking for a full-time change or something alongside your current role? • What level of activity/deals do you think you could generate?

Once you've decided you'd like to proceed, we'll work through the onboarding requirements, including identification, police clearance, AFCA membership, AML training and the relevant agreement/documentation. The important thing is that we don't make money from those setup requirements. The model generates revenue when customer deals settle.