AFG establishes new outsourced trail book marketplace for brokers

AFG has announced a new outsourced trail book marketplace for brokers through an arrangement with specialist cashflow lender and Mergers & Acquisitions advisory firm, TrailBlazer Finance.

AFG Head of Sales and Distribution Chris Slater said the new arrangement follows on from a successful pilot program last year and is part of AFG’s commitment to support brokers from the start right through to the end of their broking career. “The purchase and sale of a trail book is an important decision. For brokers, their trail book is their largest asset, and it was important to us that they have full access to information that supported their decision making and was independent of AFG.

“With TrailBlazer managing the process AFG brokers will have a single point of contact whose sole focus is supporting our brokers with expert advice and service as they transact.

“The outsourced arrangement with TrailBlazer Finance will ensure a seamless and transparent mortgage trail book buy-sell process for both buyers and sellers and creates a competitive marketplace for our brokers’ trail books,” he said. “Importantly, it will also ensure customers are well looked after and are at the front and centre of the transaction.”

Jeff Zulman, Managing Director of TrailBlazer Finance commented, “We are thrilled to take over the mortgage trail book buy-sell program for AFG. As a specialist lender, mortgage trail book valuer and M&A advisory firm, TrailBlazer Finance is ideally positioned to guide AFG brokers through the many complexities of buying and selling trail books. The arrangement cements our strong multi-year relationship with one Australia’s largest aggregators, and we look forward to working together more closely.”

The announcement follows the recent appointment of TrailBlazer Finance to AFG’s Commercial and Asset Finance panels.

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The Adviser Better Business Awards 2021 Finalists

Trophy

It’s a testament to our brokers’ hard work and dedication that so many are nominated as state finalists in The Adviser Better Business Awards in 2021. See the list of finalists below:


NSW 2021 Finalists

BEST CUSTOMER SERVICE (INDIVIDUAL)
Fane Levy, Shore Financial
Joel Wyld, Peasy

BEST FINANCE BROKER
Fane Levy, Shore Financial

BEST LENDER BDM (NON-BANK)
Joseph Khal, AFG Home Loans

BEST LOAN ADMINISTRATOR
Amanda Christmann, Peasy

BEST NEWCOMER
Justin Picker, Picker Financial Solutions

MENTOR OF THE YEAR
Katrina Rowlands, Mortgage Success

BEST RESIDENTIAL BROKER
Joel Wyld, Peasy

RISING STAR
Fane Levy, Shore Financial

BEST BRANDED OFFICE
Shore Financial (North Sydney)

BEST COMMUNITY ENGAGEMENT PROGRAM
Birdie Wealth
GCK Financial Group
Kooyong Group

BEST CUSTOMER SERVICE (OFFICE)
Birdie Wealth (Miranda)
Peasy (North Sydney)

BEST INDEPENDENT OFFICE (5 BROKERS OR LESS)
Peasy


QLD 2021 Finalists

BEST CUSTOMER SERVICE (INDIVIDUAL)
John Sinatra, Ramsey Property Wealth

BEST FINANCE BROKER
Nick Smith, Red10 Finance

BEST LENDER BDM (NON-BANK)
Samantha Rolfe, AFG Home Loans

BEST LOAN ADMINISTRATOR
Lauren Conde, Home Loan Connexion

BEST NEWCOMER
Jonathon Scaroni, SMS Finance

BEST REGIONAL BROKER
Karen Hall, Action Finance Solutions
Jai Hobbs, Evolve Loans (Noosaville)
Nick Smith, Red10 Finance (Reedy Creek)

BEST RESIDENTIAL BROKER
Karen Hall, Action Finance Solutions

RISING STAR
Kirsty Best, Living Home Loans
Nick Smith, Red10 Finance

BEST INDEPENDENT OFFICE (5 BROKERS OR LESS)
Evolve Loans
Ramsey Property Wealth

BEST REGIONAL OFFICE
Action Finance Solutions (Mackay)
Evolve Loans (Noosaville)


SA 2021 Finalists

BEST CUSTOMER SERVICE (INDIVIDUAL)
KD Singh, Money Merchants Financial Services
Evan Sourbis, Henley Home Loans
Kristin Tunbridge, Rise High Financial Solutions

BEST FINANCE BROKER
Karina Burke, FINANCIA
Evan Sourbis, Henley Home Loans

BEST LOAN ADMINISTRATOR
Todd Davies, MBA Financial Strategists

BEST NEWCOMER
Pallavi (Avi) Laroia, Excel Mortgages

BEST RESIDENTIAL BROKER
James Schulze, Rise High Financial Solutions
Leon Spadavecchia, FINANCIA

RISING STAR
Richard O’Grady, Rise High Financial Solutions
Maggie Wan, MBA Financial Strategists

BEST CUSTOMER SERVICE (OFFICE)
Henley Home Loans (Henley Beach)
Money Merchants Financial Services (Thebarton)
Rise High Financial Solutions (Prospect)

BEST INDEPENDENT OFFICE (5 BROKERS OR LESS)
Henley Home Loans

BEST INDEPENDENT OFFICE (MORE THAN 5 BROKERS)
Rise High Financial Solutions


VIC 2021 Finalists

BEST AGGREGATOR BDM
Foti Apostolidis, AFG
Richele Janjatovic, AFG

BEST CUSTOMER SERVICE (INDIVIDUAL)
Sadish Visvalingam, Premier Financial Advocates

BEST FINANCE BROKER
Michael Taipi, MT Loan Solutions

BEST LENDER BDM (NON-BANK)
James Tran, AFG Home Loans

BEST LOAN ADMINISTRATOR
Adrian Bandaratilleke, Premier Financial Advocates
Noelle Deieso, Inovayt

BEST NEWCOMER
Grant Arbuckle, GA Finance Solutions
Luke Oxenham, Empower Wealth

MENTOR OF THE YEAR
Therese O’Neill, Therese.Co
Pauline Ryan, Mr Mentor

BEST RESIDENTIAL BROKER
Josh Bartlett, Mortgage Advice Bureau

RISING STAR
Grant Arbuckle, GA Finance Solutions
Wing Kei Ho, JKK Solutions
Benjamin Robinson, Inovayt

WELLNESS ADVOCATE OF THE YEAR
Sadish Visvalingam, Premier Financial Advocates

BEST COMMUNITY ENGAGEMENT PROGRAM
Loanworx Group
Premier Financial Advocates

BEST CUSTOMER SERVICE (OFFICE)
Premier Financial Advocates (Mount Waverley)

BEST INDEPENDENT OFFICE (5 BROKERS OR LESS)
JKK Solutions
Premier Financial Advocates

BEST INDEPENDENT OFFICE (MORE THAN 5 BROKERS)
Empower Wealth
Inovayt
Loan Gallery Finance
UFinancial

BEST NEW OFFICE
Premier Financial Advocates


WA 2021 Finalists

BEST AGGREGATOR BDM
Jia Jia Wong, AFG

BEST CUSTOMER SERVICE (INDIVIDUAL)
Brodie Brown, BH Brown Property Finance
Adam Donald, Capita Finance Solutions
Michael Harris, The Perth Mortgage Specialist
Narinder Singh, Indoz Finance Australia
Leonie Stratton, Boutique Finance Perth

BEST FINANCE BROKER
Raphael Fernandes Cidra Andrade Reis, Facto Financial Group

BEST LENDER BDM (NON-BANK)
Paul Eckermann, AFG Home Loans

BEST LOAN ADMINISTRATOR
Debra Donald, Capita Finance Solutions
Phoebe Nguyen, Initiative Financial Solutions

MENTOR OF THE YEAR
Matthew Posselt, Elite Finance Australia

BEST RESIDENTIAL BROKER
Adam Donald, Capita Finance Solutions
Narinder Singh, Indoz Finance Australia
Michelle Towner, Towner Finance

RISING STAR
Janine Leafe, PKF Perth Financial Services
Reece Sacino, Equitas Mortgage & Finance
Narinder Singh, Indoz Finance Australia
Gareth Ward, Elite Finance Australia

BEST BRANDED OFFICE
Capita Finance Solutions (Leederville)

BEST CUSTOMER SERVICE (OFFICE)
Elite Finance Australia (Stirling)
PKF Perth Financial Services (West Perth)
Towner Finance (Winthrop)

BEST INDEPENDENT OFFICE (5 BROKERS OR LESS)
Base Home Loans
Equitas Mortgage & Finance
PKF Perth Financial Services