EXIT [TMM ADVISER SURVEY 2023] Mortgage Advisers have your say! Tell us about the mortgage market TMM - The Mortgage Mag would like to invite you to take part in its annual mortgage adviser survey. 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 MacalisterPUBLISHER OK Question Title * 1. What is your main area of business? Mortgage adviser Insurance adviser Financial planner Mortgage and Insurance adviser Other (please specify) OK Question Title * 2. How many years have you been a mortgage adviser? New to the industry Less than two years Two to five years Five to 10 years More than 10 years OK Question Title * 3. Which dealer group do you belong to? Astute Finsure Kiwi Adviser Network (KAN) Lifetime Loan Market Mike Pero Mortgage Express Link Financial Group NZFSG/ Kepa NZ Home Loans Prosper Q Group/TAP SHARE/Newpark Other (please specify) OK Question Title * 4. Thinking about the future, what is your outlook for mortgage advice? Bloody brilliant Good, but a few clouds on the horizon Not too flash Not sure Add your comments here OK Question Title * 5. Thinking about the biggest issues facing your business, please rank them from most concerning to no concern at all. Keeps me awake It is of some concern Mildly concerning Not an issue Turnaround times Turnaround times Keeps me awake Turnaround times It is of some concern Turnaround times Mildly concerning Turnaround times Not an issue Falling House prices Falling House prices Keeps me awake Falling House prices It is of some concern Falling House prices Mildly concerning Falling House prices Not an issue Finding new clients Finding new clients Keeps me awake Finding new clients It is of some concern Finding new clients Mildly concerning Finding new clients Not an issue Regulatory changes Regulatory changes Keeps me awake Regulatory changes It is of some concern Regulatory changes Mildly concerning Regulatory changes Not an issue Succession planning Succession planning Keeps me awake Succession planning It is of some concern Succession planning Mildly concerning Succession planning Not an issue Getting applications approved Getting applications approved Keeps me awake Getting applications approved It is of some concern Getting applications approved Mildly concerning Getting applications approved Not an issue Client debt servicing level Client debt servicing level Keeps me awake Client debt servicing level It is of some concern Client debt servicing level Mildly concerning Client debt servicing level Not an issue Other (please specify) OK Question Title * 6. Which type of business do you work under? My own FAP Work under my Dealer Group's FAP Nominated representative Other (please specify) OK Question Title * 7. Which is your preferred big bank? ANZ ASB BNZ Westpac Comments: OK Question Title * 8. Which is your preferred small bank? TSB The Co-operative Bank SBS Kiwibank Comments: OK Question Title * 9. Rate the non-bank lenders (1 most preferred) 1 2 3 4 5 6 7 8 9 10 11 Liberty 1 2 3 4 5 6 7 8 9 10 11 Resimac 1 2 3 4 5 6 7 8 9 10 11 NZ Home Loans 1 2 3 4 5 6 7 8 9 10 11 FMT 1 2 3 4 5 6 7 8 9 10 11 Pepper Money 1 2 3 4 5 6 7 8 9 10 11 Basecorp 1 2 3 4 5 6 7 8 9 10 11 Bluestone/Select 1 2 3 4 5 6 7 8 9 10 11 CFML 1 2 3 4 5 6 7 8 9 10 11 AIA/Sovereign 1 2 3 4 5 6 7 8 9 10 11 Avanti 1 2 3 4 5 6 7 8 9 10 11 Cressida Capital OK Question Title * 10. Was the volume of loans settled in the 12 months to September 30 higher than last year? Yes No Not sure OK Question Title * 11. What was the difference in the volume of loans settled in the year to September 30? 25% more than last year 15-25% more than last year 10-15% more than last year 0-10% more than last year No change from last year Less than last year Why do you think there has been a change? (please specify) OK Question Title * 12. What percentage of your income is trail commission? 100% 50-75% 25-50% 0-25% No trail Don't know/Don't want to disclose Other (please specify) OK Question Title * 13. How much of your business goes to non-banks? 0% 1-24% 25-49% 50-74% 75-89% 90-100% 0% 1-24% 25-49% 50-74% 75-89% 90-100% OK Question Title * 14. Over the next 12 months, what amount of business will go to non-banks compared to last year? Increase Decrease Stay the same Not sure Comments: OK Question Title * 15. Who is the best business development manager? OK Question Title * 16. Are you offering a wider range of products than last year Yes No OK Question Title * 17. What products would you add? Asset finance Business lending (eg Prospa) KiwiSaver Insurance Home Equity Release Other (please specify) OK Question Title * 18. Are you interested in finding out more about home equity release products? Yes No Not sure OK Question Title * 19. Please enter your email address for more information. Email Address OK Question Title * 20. In the past 12 months, have you moved to a new group ? Yes No New to industry If you have moved, why? And where did you move from to? OK Question Title * 21. Is there anything else you would like to say about the mortgage advice industry at the moment? OK Question Title * 22. Are you a member of Financial Advice NZ? Yes No Undecided OK Question Title * 23. Do you get TMM Magazine? Yes No If no, and you would like a free copy please add your name and postal address or email for digital copies. OK Question Title * 24. If you would like to see the results of this survey please add your details here Name Company Email Postal address 1 Postal address 2 OK DONE
