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Broker marketing tactics. One note at a time. No filler.

Compound Notes.

Plain-English notes on broker websites, compliance, lead-gen and conversion. From a working finance broker who's tested every idea before publishing it.

Strategy

Aggregator template vs custom broker website: an honest comparison

Most broker websites were defaulted into, not chosen. What the template actually trades away, when it's genuinely the right call, and the five signs you've outgrown it - from a broker who builds both sides of the argument.

Rebecca Tickner6 min readRead

Design

What the best mortgage broker websites do differently

Open five broker websites and four look like the same site wearing different logos. Here are the eight habits the genuinely good Australian ones share, and the template tells that give the rest away.

Rebecca Tickner7 min readRead

Pricing

How much does a mortgage broker website cost?

From $99-a-month subscriptions to $25,000 agency builds: the four price brackets Australian brokers actually buy from, what each one hands you, and the costs nobody puts on the quote.

Rebecca Tickner6 min readRead

Smart tools

The calculator on your broker website: plugin or custom?

Almost every broker site has a calculator, and almost none of them earn their keep. Here's the difference between an embedded plugin and a custom, included calculator, why it decides whether your site generates leads, and how to tell which one you've got.

Rebecca Tickner4 min readRead

Lead generation

Why your broker website isn't bringing you clients

Most broker websites are brochures, not lead engines. Here's where the leads leak out, why most visitors aren't ready to call yet, and the specific things that turn a site into one that actually brings you clients.

Rebecca Tickner7 min readRead

Compliance

Mortgage & finance broker website compliance

The plain-English version of what an Australian mortgage and finance broker website needs to get right: where the rules come from, and a checklist to run your own site against.

Rebecca Tickner8 min readRead
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