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Award Categories


 

The Australian Mortgage Awards 2018 Award Categories

 

Individual Awards

Westpac Australian Broker of the Year

 

This award recognises the most outstanding mortgage broker in Australia and is one of the highest accolades offered to an individual in the mortgage industry. The finalists in this category comprise the winners of the individual broker categories: Broker of the Year – This award recognises the most outstanding mortgage broker in Australia and is one of the highest accolades offered to an individual in the mortgage industry. The finalists in this category comprise the winners of the individual broker categories

  • Broker of the Year - Commercial
  • Broker of the Year – Independent
  • Broker of the Year – Insurance (Mortgage Protection & Life)
  • Broker of the Year – Productivity
  • Broker of the Year – Specialist Lending

This category is not open for nominations. Finalists will be announced at the Australian Mortgage Awards.

 

Liberty Australian Brokerage of the Year

 

This award recognises the most outstanding brokerage operation in Australia regardless of size and is one of the highest accolades offered to a brokerage in the mortgage industry. The finalists in this category comprise the winners of the brokerage categories:

  • Brokerage of the Year (1-5 staff)
  • Brokerage of the Year (6-20 staff)
  • Brokerage of the Year (Over 20 staff)
  • Brokerage of the Year – Diversification
  • New Brokerage of the Year

This category is not open for nominations. Finalists will be announced at the Australian Mortgage Awards.

 

Australian Young Gun of the Year

 

This award recognises the most outstanding broker in Australia with less than 2 years’ experience and is one of the highest accolades offered to an individual in the early stages of their career as a broker. The finalists in this category comprise the winners of the individual Young Gun categories:

  • Young Gun of the Year - Franchise
  • Young Gun of the Year – Independent

This category is not open for nominations. Finalists will be announced at the Australian Mortgage Awards.

 

MPA Australian BDM of the Year

 

This award recognises the most outstanding BDM in Australia regardless of industry segment and is one of the highest accolades offered to a BDM in the mortgage industry. The finalists in this category comprise the winners of the individual BDM categories:

  • Best Aggregator BDM
  • Best Major Bank BDM
  • Best Non-Bank BDM
  • Best Non-Major Bank BDM

This category is not open for nominations. Finalists will be announced at the Australian Mortgage Awards.

 

 

Brokerage Awards

Bluestone Brokerage of the Year - Diversification

 

This award recognises the brokerage that has implemented the most effective diversification business model. Nominations are open to independent and franchise brokerages, regardless of whether the business is a small operation providing a compact diversification offering or a larger business that has a range of specialists (financial planners, accountants, mortgage brokers) all operating under one brand. When judging this category, the following criteria will be considered from an overall business perspective:

  • products and services offered
  • year over year growth
  • how the diversification offering has impacted on business growth over the past 12 months
  • customer service proposition
  • the business’ value proposition and strategy around stakeholder engagement

The winner of this category will become a finalist in the Australian Brokerage of the Year category.

 

ANZ Brokerage of the Year (1-5 staff)

 

This award recognises the brokerage operation with 1-5 staff (or full-time equivalents) that has displayed excellence over the past 12 months. The number of staff includes all loan writers and support staff across all company offices/branches. Finalists will be invited to provide extra submissions for the AMA judging panel such as client feedback, community-based work or aggregator/lender testimonials. When judging this category, the following criteria will be considered from the overall business perspective:

  • loan volumes
  • year over year growth
  • lead generation
  • client retention
  • quality of submissions
  • conversion rates
  • customer service proposition
  • the business’ value proposition and strategy around stakeholder engagement
  • broker training and development

The winner of this category will become a finalist in the Australian Brokerage of the Year category.

 

Brokerage of the Year (6-20 staff)

 

This award recognises the brokerage operation with 6-20 staff (or full-time equivalents) that has displayed excellence over the past 12 months. The number of staff includes all loan writers and support staff across all company offices/branches. Finalists will be invited to provide extra submissions for the AMA judging panel such as client feedback, community-based work or aggregator/lender testimonials. When judging this category, the following criteria will be considered from the overall business perspective:

  • loan volumes
  • year over year growth
  • lead generation
  • client retention
  • quality of submissions
  • conversion rates
  • customer service proposition
  • the business’ value proposition and strategy around stakeholder engagement
  • broker training and development

The winner of this category will become a finalist in the Australian Brokerage of the Year category.

 

ME Bank Brokerage of the Year (>20 staff)

 

This award recognises the brokerage operation with over 20 staff (or full-time equivalents) that has displayed excellence over the past 12 months. The number of staff includes all loan writers and support staff across all company offices/branches. Finalists will be invited to provide extra submissions for the AMA judging panel such as client feedback, community-based work or aggregator/lender testimonials. When judging this category, the following criteria will be considered from the overall business perspective:

  • loan volumes
  • year over year growth
  • lead generation
  • client retention
  • quality of submissions
  • conversion rates
  • customer service proposition
  • the business’ value proposition and strategy around stakeholder engagement
  • broker training and development

The winner of this category will become a finalist in the Australian Brokerage of the Year category.

 

Nextgen.net New Brokerage of the Year

 

This award recognises the best brokerage office or branch that has been in operation for less than two years. To be eligible a business must have started on or after 1 April 2015. Brokers may nominate their own businesses, and our researchers will also contact aggregator groups and major franchises to submit details of their standout performers. Finalists will be invited to provide extra submissions for the AMA judging panel such as client feedback, community-based work or aggregator/lender testimonials. When judging this category, the following criteria will be considered from the overall business perspective:

  • Recognises the best organisation work for in Australia with 1000 or more employees
  • loan volumes
  • year over year growth
  • lead generation
  • quality of submissions
  • conversion rates
  • customer service proposition
  • the business’ value proposition and strategy around stakeholder engagement

The winner of this category will become a finalist in the Australian Brokerage of the Year category.

 

Best Customer Service from an Individual Office

 

Customer service is an incredibly important measure of any broker/brokerage's long-term sustainability and success. This award recognises the brokerage office or branch that has displayed excellence over the past 12 months in maintaining consistent and sustainable customer service standards. Finalists will be invited to provide supporting documentation for submission to the AMA judging panel. When judging this category, the following criteria will be considered:

  • product knowledge
  • product offering
  • client retention
  • customer service proposition
  • the business’ value proposition and strategy around stakeholder engagement

 

Australian Broker Most Effective Online Presence - Broker

 

The internet is an important medium for communication and day-to-day business transactions. This category recognises the brokerage business that has best harnessed this medium. Finalists will be invited to provide supporting documentation for submission to the AMA judging panel. When judging this category, the following criteria will be considered:

  • the business’ key objectives behind the website
  • website design and functionality
  • features and quality of content that optimise customer engagement and lead generation

The winner of this category will become a finalist in the Australian Brokerage of the Year category.

 

 

Broker Awards

ANZ Broker of the Year - Commercial

 

This award recognises the broker who specialises in commercial real estate, investment finance, SME/debtor finance, asset and leasing finance who has displayed excellence over the past 12 months. Brokers may nominate themselves and the AMA team will also consider input from lenders and aggregators. Finalists will be invited to provide supporting documentation and references for submission to the AMA judging panel. When judging this category, the following criteria will be considered:

  • residential to commercial lending ratios
  • loan volumes
  • year over year growth
  • lead generation
  • client retention
  • quality of submissions
  • conversion rates
  • overall customer service

The winner of this category will become a finalist in the Australian Broker of the Year category.

 

FBAA Broker of the Year – Independent

 

This award recognises the broker in an independent operation who has displayed excellence over the past 12 months. Brokers may nominate themselves and the AMA team will also consider input from aggregators and brokerages. Extra weight will be placed on nominations that come from those in a position to assess a broker’s performance objectively. Finalists will be invited to provide supporting documentation for submission to the AMA judging panel. When judging this category, the following criteria will be considered:

  • loan volumes
  • year over year growth
  • lead generation
  • client retention
  • quality of submissions
  • conversion rates
  • overall customer service

The winner of this category will become a finalist in the Australian Broker of the Year category

 

ALI Group Broker of the Year- Insurance (Mortgage Protection & Life)

 

This award recognises the broker that provides insurance (mortgage protection & life) as part of their overall offering who has displayed excellence over the past 12 months. Brokers may nominate themselves and the AMA team will also review nominations from aggregators. Considerable weight will be placed on nominations that come directly from insurance providers. Finalists will be invited to provide supporting documentation for submission to the AMA judging panel. When judging this category, the following criteria will be considered:

  • quality of submissions
  • conversion rates
  • lead generation
  • client retention
  • the broker’s ability to demonstrate a positive attitude towards mortgage protection and life insurance
  • their role as an advocate within the industry i.e. positively promotes the importance of protection
  • overall customer service
  • loan volumes (to a lesser extent)

The winner of this category will become a finalist in the Australian Broker of the Year category.

 

Pepper Money Broker of the Year – Specialist Lending

 

This award recognises the broker who has displayed excellence over the past 12 months in specialist lending. Brokers may nominate themselves and the AMA team will also consider input from specialist lenders. Considerable weight will be placed on nominations from those in a position to assess a broker’s performance objectively. Finalists will be invited to provide supporting documentation for submission to the AMA judging panel. When judging this category, the following criteria will be considered:

  • quality of submissions
  • conversion rates
  • lead generation
  • client retention
  • overall customer service
  • loan volumes (to a lesser extent)

The winner of this category will become a finalist in the Australian Broker of the Year category.

 

Equity One Mortgage Fund Broker of the Year - Productivity

 

This award recognises the broker who has focused on productivity improvements through increased office efficiencies and quality submissions over the past 12 months. Brokers may nominate themselves and the AMA team will also consider input from banks and brokerages. Extra weight will be placed on nominations that come from those in a position to assess a broker’s performance objectively. Finalists will be invited to provide supporting documentation for submission to the AMA judging panel. When judging this category, the following criteria will be considered:

  • percentage of applications submitted and proceeds without questions or delays
  • year over year growth
  • percentage of applications approved for funding and handled without escalations

The winner of this category will become a finalist in the Australian Broker of the Year category

 

MFAA Young Gun of the Year - Franchise

 

This award recognises the broker who has displayed excellence in their first two years as a mortgage broker. To be eligible nominees must have been accredited as a broker on or after 1 April 2015. Brokers may nominate themselves and the AMA team will also review nominations from aggregators. Considerable weight will be placed on nominations that come directly from the head office of franchise groups and aggregation groups. Finalists will be invited to provide supporting documentation for submission to the AMA judging panel. When judging this category, the following criteria will be considered:

  • loan volumes
  • lead generation
  • quality of submissions
  • conversion rates
  • overall customer service

The winner of this category will become a finalist in the Australian Young Gun of the Year category.

 

Young Gun of the Year – Independent

 

This award recognises the broker who has displayed excellence in their first two years as a mortgage broker. To be eligible nominees must have been accredited as a broker on or after 1 April 2015. Brokers may nominate themselves and the AMA team will also review nominations from aggregators. Considerable weight will be placed on nominations that come directly from brokerage heads and aggregation groups. Finalists will be invited to provide supporting documentation for submission to the AMA judging panel. When judging this category, the following criteria will be considered:

  • loan volumes
  • lead generation
  • quality of submissions
  • conversion rates
  • overall customer service

The winner of this category will become a finalist in the Australian Young Gun of the Year category.

 

 

BDM Awards

Bankwest Best Aggregator BDM

 

BDMs are an essential ingredient in the lender/broker relationship. This award recognises the aggregator BDM who has displayed excellence over the past 12 months. BDMs may nominate themselves and the AMA team will also review nominations from aggregation groups. Considerable weight will be placed on nominations that come directly from the broking community. Finalists will be invited to provide supporting documentation for submission to the AMA judging panel. When judging this category, the following criteria will be considered:

  • nominee’s accessibility and communication
  • demonstrated understanding of their brokers’ businesses
  • nominee’s product knowledge
  • how the BDM adds value to the brand he/she represents and the broker channel

The winner of this category will become a finalist in the Australian BDM of the Year category.

 

Best Major Bank BDM

 

BDMs are an essential ingredient in the lender/broker relationship. This award recognises the major bank BDM who has displayed excellence over the past 12 months. BDMs may nominate themselves and the AMA team will also review nominations from lenders. Considerable weight will be placed on nominations that come directly from the broking community. Finalists will be invited to provide supporting documentation for submission to the AMA judging panel. When judging this category, the following criteria will be considered:

  • nominee’s accessibility and communication
  • demonstrated understanding of their brokers’ businesses
  • nominee’s product knowledge
  • how the BDM adds value to the brand he/she represents and the broker channel

The winner of this category will become a finalist in the Australian BDM of the Year category.

 

Best Non-Major Bank BDM

 

BDMs are an essential ingredient in the lender/broker relationship. This award recognises the non-major bank BDM who has displayed excellence over the past 12 months. BDMs may nominate themselves and the AMA team will also review nominations from lenders. Considerable weight will be placed on nominations that come directly from the broking community. Finalists will be invited to provide supporting documentation for submission to the AMA judging panel. When judging this category, the following criteria will be considered:

  • nominee’s accessibility and communication
  • demonstrated understanding of their brokers’ businesses
  • nominee’s product knowledge
  • how the BDM adds value to the brand he/she represents and the broker channel

The winner of this category will become a finalist in the Australian BDM of the Year category.

 

Best Non-Bank BDM

 

BDMs are an essential ingredient in the lender/broker relationship. This award recognises the non-bank BDM who has displayed excellence over the past 12 months. BDMs may nominate themselves and the AMA team will also review nominations from lenders. Considerable weight will be placed on nominations that come directly from the broking community. Finalists will be invited to provide supporting documentation for submission to the AMA judging panel. When judging this category, the following criteria will be considered:

  • nominee’s accessibility and communication
  • demonstrated understanding of their brokers’ businesses
  • nominee’s product knowledge
  • how the BDM adds value to the brand he/she represents and the broker channel

The winner of this category will become a finalist in the Australian BDM of the Year category.

 

 

Aggregator Awards

Deposit Power Aggregator of the Year (Up to 500 brokers)

 

Aggregators are the most important link between mortgage brokers and lenders. This award recognises the aggregator with up to 500 brokers that has displayed excellence over the past 12 months. This category is open to both aggregators and sub-aggregators.

When judging this category, the following criteria will be considered: accuracy and timeliness in commission payment, quality of lending panel, IT and CRM support, broker communication, BDM support, compliance support, training and education and lead generation.

 

OnDeck Aggregator of the Year (Over 500 brokers)

 

Aggregators are the most important link between mortgage brokers and lenders. This award recognises the aggregator with over 500 brokers that has displayed excellence over the past 12 months.

When judging this category, the following criteria will be considered: accuracy and timeliness in commission payment, quality of lending panel, IT and CRM support, broker communication, BDM support, compliance support, training and education and lead generation.

 

Most Effective Online Presence - Aggregator

 

The internet is an important medium for communication and day-to-day business transactions. This category recognises the aggregator that has best harnessed this medium to provide brokers with practical, effective and easily accessible facilities to help them with their business. Finalists will be invited to provide supporting documentation for submission to the AMA judging panel.

When judging this category, the following criteria will be considered:

  • the business’ key objectives behind the website
  • website design and functionality
  • features and quality of content e.g. CRM navigation, product information

 

 

Industry

Best Industry Advertising Campaign

 

This award recognises the best below the line (B2B) advertising campaign conducted by an organisation marketing to mortgage brokers. The winner of this category will be the campaign that has had the greatest impact on the industry over the last 12 months.

Nominees will need to provide an overview of the campaign’s strategy, the marketing mix applied, and quantitative and qualitative evidence of cut through and campaign results where available.

 

Best Industry Service

 

Industry services play an extremely important role within the mortgage industry. This award recognises the service provider that adds the most value to its customers' businesses. Eligible service providers include but are not limited to software and technology, legal, compliance, training and education. Lenders and aggregators are not eligible in this category. Finalists will be invited to provide supporting documentation for submission to the AMA judging panel.

When judging this category, the following criteria will be considered: service provider’s value proposition, industry’s need for the service, how the service has added value and overall commitment of the organisation to its customers.

 

 

Lender

Major Bank of the Year

 

  • business achievements in the third party distribution channel including but not limited to service levels, turnaround times, product ranges e.g. residential, commercial, and pricing
  • year over year growth and market share in the third party distribution channel
  • service innovations including but not limited to technology, broker communications, training and development
  • overall support of and contribution to the third party distribution channel
  • demonstration of positive impact on the wider community

 

MSA National Non-Major Bank of the Year

 

This award recognises the major bank that has displayed excellence in the mortgage industry over the past 12 months. Lenders will be invited to provide both quantitative and qualitative evidence to support their nomination. When judging this category the following criteria will be considered:

  • business achievements in the third party distribution channel including but not limited to service levels, turnaround times, product ranges e.g. residential, commercial, and pricing
  • year over year growth and market share in the third party distribution channel
  • service innovations including but not limited to technology, broker communications, training and development
  • overall support of and contribution to the third party distribution channel
  • demonstration of positive impact on the wider community

 

Non-Bank of the Year

 

This award recognises the non-bank that has displayed excellence in the mortgage industry over the past 12 months. Lenders will be invited to provide both quantitative and qualitative evidence to support their nomination. When judging this category the following criteria will be considered:

  • business achievements in the third party distribution channel including but not limited to service levels, turnaround times, product ranges e.g. residential, commercial, and pricing
  • year over year growth and market share in the third party distribution channel
  • service innovations including but not limited to technology, broker communications, training and development
  • overall support of and contribution to the third party distribution channel
  • demonstration of positive impact on the wider community

 

Most Effective Online Presence - Lender

 

The internet is an important medium for communication and day-to-day business transactions. This category recognises the lender that has best harnessed this medium to provide brokers with practical, effective and easily accessible facilities to help them with their business. Finalists will be invited to provide supporting documentation for submission to the AMA judging panel. When judging this category, the following criteria will be considered:

  • the business’ key objectives behind the website
  • website design and functionality
  • features and quality of content e.g. product information, pricing tools, broker resources