Providing Better Outcomes for Finance Brokers
If you are looking for an innovative and collaborative solutions provider to help your broking business grow, contact us, we would love to connect.
Our services include:
Scott Valle & Angelique Oliver from SalesKey have been instrumental in setting my brokerage right from the start. They have been my go-to for licensing, setting up my Credit Licence, liaising with lenders and the most important, making sure my compliance is airtight. They are always available to answer any questions in terms of my obligations as a Credit Licence holder while ensuring NCCP guidelines are followed in this complex lending world with policies changing almost every month.
They have been pivotal in my business’s success and taking away the stress of managing internal control and processes while I could concentrate on being a broker. I highly recommend their services for any brokerage looking to scale up while being compliant.
Ramy Puneet, Director – Aqua Loans Australia
Scott, Angelique and the team at SalesKey have been fantastic to deal with from start to date. Please note that I have not used the word finished, because we will be using SalesKey for compliance monitoring and reviews in the future as well! In saying that, it has been immensely helpful to have a full review of our business operations. We are very grateful for their help with ensuring our ASIC documentation and compliance requirements are 100% adhered to. Both Scott and Ange have been very good at making sure we have no gaps in our process. They have also been great at suggesting ways we could be more efficient and to save costs. Most importantly, we didn’t feel any embarrassment when there were items to address and it also didn’t seem like it was a mountain of a task, thanks to their help. They’re genuine people and we will recommend to other brokers (we already have and will continue to do so!).”
Luke Jacobson & Tony van de Kerkhof, Directors – JK Finance
With so many changes to the lending landscape, it was important to know that our compliance & overall business processes were meeting our credit license obligations. We engaged the services of SalesKey to conduct an external review of all of our processes, including staff engagement in credit services and the processes of external authorised credit representatives. The report they provided on the review was invaluable and gave us a great insight on how we can improve our systems and processes.
For any business engaging in credit services, SalesKey is a very affordable option and a must!
Darren & Scott specialise in educating businesses in correct compliance procedures. Their industry knowledge is second to none, which gives me great comfort in an industry that is undergoing major reform.
Sandra Jeffery – Director, SJ Financial Services
We made contact with SalesKey and Scott made himself available for a meeting soon after. In monitoring our compliance obligations, SalesKey provided practical advice and a common sense approach was taken. An updated ACL General Obligations policy manual was developed and implemented in a timely manner and this included a practical policy for us to follow in regard to Responsible Lending procedures. We highly recommend using SalesKey to reviewing any Finance Broking business.
Phil Sealy – Director, Guardian National Mortgage
We engaged Saleskey to conduct an external review of our ACL compliance and overall business process to ensure we were doing everything possible to protect our credit license. Both Darren and Scott took the time to get to know the ins and outs of our business and how we work.
They then provided us with feedback and a report that was invaluable for us as a business. Their guidance not only picked up on a few key areas around process that we needed to address in our business, but also provided us with practical ways we can streamline our business and become more efficient.
The level of experience the guys have was clearly evident and meant that we were dealing with people who knew the exact challenges we face as a business. We would highly recommend Saleskey to any business that wants to improve their internal controls and processes and ensure their business’s success into the future
Caleb Gunn – General Manager, Car Beagle
We recently added an additional ACL to our business and decided to enlist the services of Saleskey. Having been through the process myself a number of times, I know how complicated and time consuming this can be. Darren took care of the whole process successfully, efficiently and well ahead of schedule. Scott also shared his knowledge on some of our existing policies and procedures which proved helpful even for an experienced broker, and would be invaluable for newer entrants to the industry.
Paul Young – Director, Vehicle Finance Solutions Pty Ltd
I commissioned Saleskey to review my compliance obligations late last year. I found their industry knowledge and proactive approach towards meeting my compliance obligations very beneficial.
They were able to assist in providing all the necessary documentation and advice in order to satisfy the compliance requirements of the Mortgage Industry.
I have now retained their ongoing support to assist in the ever changing Mortgage Industry.
Geoff Schintler, Director – Mainland Finance Bendigo
I would like to thank SalesKey for assisting our business and providing a clear pathway to manage our credit licence.
We have held a licence for several years and as a small business we have found it challenging to fully understand our obligations. Although we spent time to understand what is required, the lack of clear direction made it an ongoing challenge. Also, with so many changes in the credit industry, it became clear we needed to engage with SalesKey.
SalesKey has helped us to understand exactly what is required under our licence, and how we need to oversee the work of our credit representatives. This gives us great confidence as we continue to grow our business.
In particular, I would like to thank SalesKey for their support and willingness to assist. I continue to contact them regularly, and they have always been helpful, friendly and quick to respond. Their input to our business has been valuable, and I believe will be a contribution to our future successes.
Darren Sayers, Director – Bluehive Financial Services
I would like to show appreciation to the team at SalesKey. Firstly, after 7 years in finance they gave me the confidence to finally to apply for my own Credit Licence. Thanks to their coaching and the easy process they facilitated, the startup of Approved Financial Lending Group and the securing my credit licence in less time than l thought possible, was achieved.
During what has been a difficult time for brokers with the royal commission in full swing, they went above and beyond to help me. This was not only with all the necessary credit licensing needs, but also by sound advice in everything l would need to be ready and compliant from the start of my new business.
Thanks guys! l would not be running Approved Financial without your support.
Victoria Carton – Director, Approved Financial Lending Group
I recently decided to apply for my own ACL. I have been referred to Saleskey and cannot thank the team enough for the quick and easy process of the application. I had my ACL in no time and so hassle free. I now rely on ongoing support by SalesKey and have already recommended them to other brokers needing the same support. Thank you SalesKey for all your support and quick responses to my queries.
Nakhshin Mohamad – Asset & Equipment Finance Specialist, Diamond Finance Choice
The guys at SalesKey don’t just give us expert advice in compliance, their extensive experience in our specific field of business helps us grow, adapt and stay up to date. With this ever-changing industry and marketplace, especially at this point in time of Royal Commissions and idiotic bureaucracy, we believe the SalesKey value proposition is well worth the investment.
Tim Cleary – Business Development Manager, Finance Ezi
I would like to extend a huge thank you to Scott and Darren from SalesKey for their support and wisdom. We were another business that believed it had all the right controls and structures in place and with the help of the guys we have changed and implemented new controls, standards and processes. We believe these to be extremely important and beneficial to the business including improving our confidence in compliance and controls across all business units.
Both Scott and Darren are extremely experienced and wise, so I can highly recommend them to anyone considering their service and guarantee that they will add immense value to your business through their support and wisdom.
Angelo Lauro – Director, Australian Finance Aggregation
Darren and Scott have been instrumental in assisting Loans Unlimited get up and running. They have been involved in most decisions we have made from the very beginning, their knowledge and expertise on the finance industry is second to none. From choice of aggregator, obtaining our credit licence including all necessary disclosure documents, compliance audits to even a late night business strategy catch up, they have done it all! We are extremely grateful and glad that we engaged with Saleskey and are looking forward to a very long term business relationship with them.
Neil Bennett – Director, Loans Unlimited
We had utilised another compliance company for 3 years and made the decision to change to Saleskey as we were seeking to associate ourselves with a business specifically aligned to the Asset Finance sector.
To say we have been pleasantly surprised is an understatement.
The initial overview of our business provided us with a comprehensive report on areas that needed improvement. In providing solutions to these areas, particular detail and guidance was provided to ensure that our current sales process not only remained, but was enhanced, enabling our brokers more opportunities to present our full range of product offerings consistently.
With our industry currently undergoing major reform, it is reassuring to know that we have established a long term, ongoing partnership with a team that fully understands Asset Finance – both compliance and profit.
Les Crowe – National Finance + Loans
I recently needed to apply for my own ACL and had the good fortune to be referred to SalesKey. I cannot thank SakesKey enough for their input and advice. SalesKey significant knowledge and experience re all the compliance requirements and the process of licence application. I fully intend to rely upon on-going support from SalesKey going forward and would whole heartedly recommend them for anyone needing similar assistance.
Sean Beavis – Finance Broker/Director, Pocket Finance
SalesKey recently completed my ACL application. They offer a very informative and professional service. SalesKey took control and had my credit licence completed before the recommended time, with next to no effort required by me. I now am fully functional under my very own ACL all thanks to SalesKey, I couldn’t have done it without them!
Sherreena Rizvi-Gay – Director, Project 1 Finance
The move from Credit Rep to Licensee has given us real control of our business.
SalesKey were absolutely fundamental to this change. The support and guidance given, turned the seemingly overwhelming prospect into a fairly straightforward process.
With SalesKey’s ongoing support, our increased responsibilities have become a positive addition to our organisational culture.
Grant Clayton – Director & Responsible Manager, Drive On Finance Pty Limited