Best Aggregator BDM

The role of the aggregator BDM is twofold: to support existing brokers to facilitate deals and to help drive recruitment/maximise retention. This award recognises the top-performing aggregator BDM for FY2016-17in each state, and is open to all BDMs that meet the category requirements. BDMs will be assessed on associated broker volumes, retention and recruitment performance, plus their broker servicing credentials.

To qualify for this award, entrants must:

  • Have commenced full-time employment as a BDM with their current organisation on or before 30 June 2016.

NOTE: Business metrics and performance will account for 50 per cent of the judging assessment; responses to open-ended questions will also account for 50 per cent of the judging assessment. Your immediate broker supervisor/state manager, as well as brokers indicated, may also be contacted as part of the assessment criteria for corroboration and/or additional details.

Please provide the following information:

PERSONAL AND COMPANY INFORMATION

Item / Details
Full name
Aggregator
Phone
Email
State
Commencement date as full-time employee with current aggregator
Professional/vocational qualifications
Name of supervisor/state manager
Email of supervisor/state manager
Phone number of supervisor/state manager
Number one lender by volume (FY2016-17) of brokers you directly service

BROKER DETAILS

Details (brokers directly serviced by you) / Broker’s name / Broker’s business name / Broker’s email / Broker’s phone
Broker one (include details)
Broker two (include details)

BUSINESS METRICS AND PERFORMANCE

Item / FY2015-16
(If relevant) / FY2016-17
(Mandatory)
Total number of brokers you directly service
Number of loans settled by brokers you directly service
Volume ($) of loans settled by brokers you directly service (please input $ figures to the nearest thousand e.g. $10,552,000)
Average conversion rate (%) with the number one lender of brokers you directly service
Number of brokers directly recruited by you (i.e. switched from another group to join yours)
Number of brokers you directly serviced lost to other groups (i.e. switched to another aggregator)

OPEN RESPONSES

Please complete each question in 300 words or less (word counts must be strictly adhered to. Please also attach any supporting documents (up to 5 only) no larger than 200Kb).

  1. What sets you apart from other aggregator BDMs – why are you unique?
  2. What steps did you take during FY2016-17 to improve your capabilities as a BDM, and how did that positively impact the aggregator for which you work as well as the brokers you service?
  3. What was your greatest achievement as an aggregator BDM during FY2016-17?
  4. Please provide three testimonials from brokers highlighting your success as an aggregator BDM. Include the name, company and title of the person providing the testimonial.
  5. Why do you believe you should win this award?