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TMM Annual Mortgage Adviser Survey

Tell us about the mortgage market

TMM - The Mortgage Mag - is running its annual survey of  mortgage advisers.

The survey is designed to gauge the sentiment of the advisers and find out what are the big issues for advisers at the moment.

This will give you a good update on what your peers are thinking and also help us deliver really useful and practical content to you.

Please take a moment to complete the survey. You will get a copy of the results and the answers will help TMM deliver top quality information to you.

Philip Macalister
PUBLISHER
1.What is your main area of business?(Required.)
2.What is your designation?
3.Which dealer group do you belong to?
4.Thinking about the biggest issues facing your business, please rank them from most concerning to no concern at all.(Required.)
Keeps me awake
It is of some concern
Mildly concerning
Not an issue
Turnaround times
Keeping up with policy changes
Finding new clients
Regulation changes and compliance
Succession planning
Securing finance for property investors
Getting applications arpproved
5.How well informed do you feel about the Financial Services Legislation Amendment Bill (FSLAB) and how it will impact your business?
6.Under the proposed changes AFA, RFA and QFE designations will be replaced. Which one of the new categories will you apply for?(Required.)
7.Where do you get information about adviser regulation changes?
8.Which lenders get your business?
0%
1-24%
25-49%
50-74%
75-89%
90-100%
Big banks (ANZ, ASB, BNZ, Westpac)
Small banks (TSB, Co-op, SBS, TSB etc)
Specialist lenders (eg: RESIMAC, Liberty, FMT, Avanti etc)
Credit Union or Building societies
Private funders
9.Will the volume of loans settled this financial year (to March 31) be higher than last year?
10.What will  be the difference in the volume of loans settled this year?
11.What percentage of your income is trail commission?
12.Are you satisfied with the amount of mortgage advice education available?
13.Do you want to attend a dedicated one-day mortgage adviser conference in Auckland on Oct 30?(Required.)
14.In the past 12 months , have you moved to a new group ?
15.Do you intend to join Financial Advice NZ?
16.If you would like to see the results of this survey please add your details here
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