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PLAN AUSTRALIA Annual Member Survey 2012

FINAL DRAFT FOR BUSINESS REVIEW – 23 July 2012

Thanks for participating in this survey.

This is our annual opportunity to gain feedback from you, our members.

We look to you to learn how we are helping you now and how we can work together to ensure a prosperous future. In addition, the feedback you provide will also help to further develop our relationship with our lenders.

Questions marked with (*) require an answer in order to proceed to the next section. If you cannot proceed to the next page, please double check that you have answered all the questions.

SECTION 1. MEMBER DETAILS

*1. In which of these regions is your business located?

Drop down box- options

* NSW/ACT

* VIC/TAS

* SA/NT

* QLD

* WA

*2. How long have you been in mortgage broking?

Select one option

* Less than 2 years

* 2-5 years

* More than 5 years

*3. Are you a:

Select one option

* Business Owner – Direct Member of PLAN AUSTRALIA

* Loan Consultant

*4. What is the approximate total lending volume you write each month?

Insert value

$_______________

*5. Indicate the number of Loan Consultants that you manage.

Select one option

* Single Operator No Loan Consultants

* Single Operator Managing 14 Loan Consultants

* Managing 519 Loan Consultants

* Managing 20+ Loan Consultants

*6. Which of the following best describes you?

Select one option

* I am a Credit Representative of PLAN AUSTRALIA (through BLSSA)

* I hold my own ACL

* I am a broker under someone else's ACL

*7. Are you currently accredited with PLAN Lending?

Select one option

* Yes

* No

* No, but I expect to be in the near future

Select one option

* Yes- Staff loan writers

*Yes- staff administrative

	9. Which qualification have you or your staff completed and by which approach?


Never

	18. Do you have any other comments about our communication with you as a member?


NA

25. PLAN AUSTRALIA offers a loan book Buy/Sell facility to members. Are you aware of this service?

	2
1

	26. If you are aware of this facility, which statement best describes your level of interest?


0

Select one option

*I am uncomfortable in approaching my client to pay a fee

*I think the service should be free as I get paid by the lender

*I am concerned that my competition do not charge a fee and I will lose

*Fees are not part of my business model

34. If you do charge a fee, how much is it?

	2
1

Thank you for completing this survey. Your feedback and insight is very important to us and we really appreciate you taking the time to respond.

At PLAN AUSTRALIA, we work hard to know and understand each and every one of our Members and the drivers of their business. We believe successful business partnerships are forged and developed by keeping the lines of communication open and so we will continue to promote further discussions, debates and opportunities for us to work together to achieve your business goals.

If you have any further enquiries or comments please speak with your State or Business Development Manager. Thank you again for your valued support and contribution.