17 February 2011

It’s all about service at La Trobe Financial!

Too often we hear of backlogs on the processing of applications. Or the processing is now out to “whatever”, so don’t call.

Often as not, you are stuck in a queue, or placed on hold waiting - when all you want to do is find out what stage your client’s application is at.

Now we don’t want to give the impression that all are bad, certainly not. But at La Trobe Financial we take processing time very seriously.

As a non-bank, we have direct hands-on management treating all applications as a priority. You won’t get pushed down the line because someone shouts louder than you do - we action all our applications in the order we receive them.

Our commitment to you is this:

Get the application to us before 12 midday and we will endeavor to get it back to you the same day.

Now let’s talk BDM access

Again we hear some BDMs only deal with their top brokers and if you’re not in that elite group then they probably won’t talk to you.  At La Trobe Financial our BDMs want to talk to you – we are ready to support you!

Our commitment to you is this:

Our BDMs want to take your call. We have a BDM in each state and a dedicated manager responsible for SA, TAS and the NT and are in the process of increasing our presence.

If you prefer you can call our decision makers direct

We have real people to answer your call that can give you a decision "on the spot".  We promise not to put you through an automated system.

Our commitment to you is this:

Our decision makers will take your call - without delay.

And finally, we would like to quote one of our brokers:

“……Upon submitting the application to you we had an answer of conditional approval within two hours, the valuation was ordered and returned in under 24 hours and approval the following afternoon”.

Now we can’t promise to do that every time but our commitment to you is that we will try our very best.

Watch this space!

Toby Owen – Business Development Manager has  moved back to Perth. He is now fully set-up and ready to take your call on 0421 029 687 or towen@latrobefinancial.com.au.

Best regards
Iain Pepper


> Home
> About Us
> Login - Product Guide
> Loan Applications
> Loan Products
> Partner Portal
> Privacy Charter

Iain Pepper
Head of Lending

Iain Pepper is a Vice-President and the Head of Lending for the La Trobe Group.Read full profile here.

La Trobe is one of Australia's leading independent specialist mortgage Financiers. Its business includes residential mortgages, commercial mortgages, and investment services operating one of Australia's largest Mortgage Funds under AFSL 222213. It employs over 145 staff and has raised over AUD$10Billion to assist over 100,000 customers since inception in 1952.

Copyright 2010 La Trobe Financial. All rights reserved. No portion of this may be reproduced, copied, or in any way reused without written permission from La Trobe Financial. Disclaimer

IMPORTANT: This message, together with the La Trobe Financial website (www.latrobefinancial.com.au) and all its contents have been prepared for general information only and should not be taken as legal or financial advice, and as such the specific needs, investment objectives or financial situation of any particular user have not been taken into consideration. Individuals should therefore talk with their financial planner or advisor before acting on any information present on this message or the La Trobe website. La Trobe Financial Asset Management Limited ABN: 27 007 332 363 and AFSL No: 222213 is the issuer and manager of the La Trobe Australian Mortgage Fund. It is important for you to read the Product Disclosure Statement for the Fund before you make any investment decision. You can get a copy of the PDS by calling 1800 818 818. You should consider carefully whether or not investing in the Fund is appropriate for you. (1) The rates of return from the Fund are not guaranteed and are determined by future revenue of the Fund, and may achieve lower than expected returns. Investors risk losing some or all of their principal investment. (2) The rating report is available on the La Trobe website or upon request. The rating is only one factor to be taken into account in deciding to invest. (3) Withdrawal rights are subject to liquidity and may be delayed or suspended. (4) Rates (where shown) are indicative and for information purposes only and must be confirmed by your La Trobe loan manager upon formal application. Rates are subject to change. Please refer to http://www.latrobefinancial.com.au for full comparison rate schedule