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2020 TMM Annual Mortgage Adviser Survey

Tell us about the mortgage market

TMM - The Mortgage Mag is running its annual survey of mortgage advisers - but this year it’s got some new questions relating to Covid-19.
 
These questions are designed to help understand how the pandemic and associated lock down may change the face of mortgage advice.
 
The more advisers who complete the survey the better the picture we can paint. 

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.How many years have you been a mortgage adviser?
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.
Possible fall in housing prices. 
Finding new clients.
Preparing for licensing. 
Succession planning.
Business survival post the Covid-19 lock-down. 
Getting applications approved.
Working remotely. 
5.How will you set up your business under the new advice regime?(Required.)
6.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 etc)
Specialist lenders (Resimac, Pepper, Liberty, FMT, Avanti etc)
Credit Union or building societies
Private funders
7.Which is your preferred big bank?
8.Which is your preferred small bank?
9.Was the volume of loans settled this financial year (to March 31) higher than last year?
10.What was the difference in the volume of loans settled this year?
11.What percentage of your income is trail commission?
12.Will the Covid-19 lockdown make you place more business with lenders who offer trail?
13.How much of your business goes to non-banks?
0%
1-24%
25-49%
50-74%
75-89%
14.Over the next 12 months, what amount of business will go to non-banks compared to last year?
15.Last week we sent you a digital copy of the TMM Magazine. Did you open it and read it?
16.If you did read it, which is your preferred format?
17.After the Covid-19 crisis, will you diversify and offer a wider range of products? 
18.What products would you add?
19.Are you interested in finding out more about home equity release products?
20.Please enter your email address for more information.(Required.)
21.In the past 12 months, have you moved to a new group ?
22.Are you a member of Financial Advice NZ?
23.If you would like to see the results of this survey please add your details here
Current Progress,
0 of 23 answered