Five options. Pick one number and use that option's banner, headline and Featured tile together. Every option points people to the file you've already made, The Self-Employed Borrower's File, with one keyword: “FILE”. Your compliance line stays on every banner.
Every banner and Featured tile, full size, ready to upload.
Each option also shows the banner at real phone size, because that's where most people will see it.
Your accountant keeps your tax down, I keep you borrowable | Lending for self-employed, contractors & trusts | 18 yrs · 1,000+ families · $1B+ of property | Director, Mortgage Planners | DM "FILE"
I've helped 1,000+ Indian families buy $1B+ of property | Ex-NAB lender, 7½ yrs as a credit analyst | Lending for self-employed, contractors & trusts | Director, Mortgage Planners | DM "FILE"
I structure loans for self-employed families with companies & trusts | $700k released for one couple with 5 incomes | 18 yrs · 1,000+ families | Director, Mortgage Planners | DM "FILE"
New ABN? You may not need to wait 2 years to buy a home | Lending for contractors, directors & trusts | 18 yrs · 1,000+ families · $1B+ of property | Director, Mortgage Planners | DM "FILE"
The 9 things a bank reads on your self-employed loan | Ex credit analyst, 18 yrs in lending | 1,000+ families · $1B+ of property | Director, Mortgage Planners | DM "FILE"
Your one-page PDF from 21 August, already in your Featured. Nine things a credit assessor actually reads on a self-employed application: the direction of your income, the addbacks, the age of your ABN and GST registration, the gap between the business and you, credit limits, the ATO position, the deposit's trail, the structure itself, and continuity.
Send this to anyone who likes or comments on one of your posts, or anyone you've just connected with. Swap the highlighted bits for each person.
Hey [FIRST NAME], I'm about to head out the door to take my son to cricket, so I thought I'd send this quickly before I forget.
I saw you [liked / commented on] my post about [TOPIC] (or: thanks for connecting!), so I wanted to properly introduce myself.
I'm Rishi, and I run Mortgage Planners in Chadstone. We set up lending for self-employed people, contractors and families with companies and trusts, so your accountant keeps your tax down and you still stay borrowable.
I had a look at your profile and you reminded me of [CLIENT NAME], who I was just on the phone with.
[He/She] [SITUATION], and [RESULT].
It works because we read the file the way a bank's credit team will, before it goes anywhere near a lender. For the last seven and a half years, other brokers have sent me their complex files to structure before they submit them.
It's taken me 18 years and 1,000+ families to get this right.
Right now I'm offering a free 30-minute scenario chat, where I tell you exactly where you stand before you bid, sign or refinance.
As you can imagine, the "keep the number low at June 30" habit isn't a big fan of us haha. But we don't mind. The more families that stay borrowable, the better.
Anyway, I really have to go or he'll be late for training.
Would [TIME 1] or [TIME 2] tomorrow work to suss out where you stand?
If not, no biggie at all. Happy to just send you The Self-Employed Borrower's File instead. It's the 9 things a bank reads on a self-employed application, on one page.
Nice to meet you!
Cheers,
Rishi