Challenge

Regional brokers face time pressure to stay on top of large loan portfolios. Customers expect proactive reviews and competitive deals - but manual monitoring is difficult.

Solution

Vision Central West partnered with Stryd Broker to conduct proactive customer reviews. Stryd identified 16 customers to review, with total loan balances exceeding $10 million. The platform delivered clear retention opportunities and made repricing/refinance easy to action.

Results

• $16,159 upfront commission generated from 4 refinances

• $6,822 trail commission retained by keeping customers on competitive deals

• Customers collectively saved $12,000+ per year on loan repayments

• Proactive monitoring ensures customers will stay on strong deals, reducing attrition risk

• Future business pipeline with multiple refinances and new purchases scheduled

• Received a referral to a new customer as a direct result of the review

"Stryd identified 16 customers as high priority leads, enabling Vision Central West to generate upfront and trail income, referrals and saving customers over $12,000 a year."

Key Learnings for Brokers

Data unlocks retention: 16 reviews revealed both refinance and reprice opportunities to support trail retention

Revenue + customer outcomes go hand-in-hand: broker earned new upfronts while customers saved on their monthly repayments

Scale matters: reviewing even a small cohort ($10m loan book) delivered measurable results