The boutique aggregator hit its 25-year milestone this month. June 2024 has marked the 25th anniversary of boutique aggregator Custom Equity Group as it sets its sights on further growth opportunities and continues to be a pillar of support for brokers. The aggregator first broke into the third-party channel as a broking organisation in 1999, when it commenced as Custom Finance before changing to its current name, as a company established “by brokers for brokers&rdq...
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Industry SaaS provider Escientia has released a new software that aims to simplify and streamline mortgage broker commission payments. Following collaboration with existing clients, Escientia has released its ASSIST Commission™ software to the wider market in a bid to “improve business processes, increase accuracy, avoid duplication and automate tasks”. The software aims to help organisations streamline the commission processing function by quickly valid...
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Custom Equity Group has been named as a finalist in the Australian Broking Awards 2019 for Boutique Aggregator of the Year.   The Australian Broking Awards, in partnership with Commonwealth Bank, are the most sought-after awards for Australian brokers, brokerages, aggregators and mortgage industry leaders, and is dedicated to recognising excellence among the industry’s top brokers. It also promotes unparalleled opportunity at a local, state and national level.&nb...
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Smaller players can often have an exciting point of difference. Custom Equity Group, for example, is a forward-thinking boutique outfit that is continually looking to improve its offering. The company is led by CEO David Haythorn and its management team is made up of non-executive directors who have held senior management roles at CBA, NAB, Westpac and Nationalcorp. Custom recently launched its own general insurance platform, Equitisure, after Mr Haythorn witnessed the...
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The aggregation group has launched its new Assist Commissions platform that automatically notifies brokers of upcoming loan expiry, loan threshold paydown or potential default scenario. It is hoped that the platform will boost efficiencies in broker businesses by reducing the need for brokers to modify lender spreadsheets or manually search through emails or folders for information. It also enables brokers to search, find, list and download lender income, loan ba...
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Custom Equity Group has been shortlisted as a finalist in the Boutique Aggregator of the Year category of the nationally recognised 2018 Australian Broking Awards hosted by The Adviser, Australia’s top publication for mortgage and finance brokers.   Now in its eighth consecutive year, the Australian Broking Awards recognises the hard work and perseverance of brokers, brokerages and aggregator groups, providing finalists with an unparalleled opportunity to be reco...
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Custom Equity Group CEO David Haythorn has chosen to launch a general insurance platform, Equitisure, after seeing the impact of insurance in the UK mortgage broking market first-hand. Mr Haythorn said that he was inspired to launch the new business after attending The Adviser’s UK Study Tour last year. Over the four-day event, Australia’s top brokers and distribution executives gained first-hand knowledge of the UK market and connected with the leaders of th...
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Boutique aggregator Custom Equity Group has recently announced that it has added Spotcap to its lender panel. Spotcap is an online small business lender offering credit lines of up to $250,000. Brokers who aggregate through Custom Equity Group, a finalist at this year's Australian Broking Awards, are now able to diversify into the rapidly growing SME finance market.   Custom Equity Group chairman Graham Montgomery hailed the partnersh...
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A leading mortgage aggregation group has recognised its top-performing brokers at an awards ceremony in the Barossa Valley.  Custom Equity Group acknowledged its top-performing brokers of the past financial year at an awards ceremony during its national conference held in the Barossa Valley. CEO David Haythorn commented that the awards were the most competitive in the aggregator’s history, with a number of broker members “vying” for the top ...
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Custom shortlisted for prestigious industry award. Custom Equity Group (Custom) is in the running to take out one of Australia’s most coveted mortgage broking awards.     Custom has been shortlisted as a finalist in the Boutique Aggregator of the Year of the nationally recognised 2017 Australian Broking Awards hosted by The Adviser, Australia’s top publication for mortgage and finance brokers. Now in its seventh consecutive year, the Aust...
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Custom Equity Group has announced it has added Qantas Credit Union (QCU) to its panel of lenders. The boutique aggregator says QCU will offer a bespoke range of products to its broker members, along with dedicated state-based BDMs and direct access to the lender’s team for a more streamlined approval process for borrowers.   Graham Montgomery, chairman of Custom Equity Group, hailed the partnership as another significant milestone for the aggregator as it looks ...
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Mortgage aggregation group Custom Equity Group has doubled its monthly settlement volumes and recruited an additional 90 brokers over the past 12 months. Custom Equity Group says it has experienced significant growth this year, with the aggregator’s chief executive David Haythorn pointing to the opportunity for brokers to get involved in the business. Uniquely everyone in the business is a broker including our chairman, the board and senior mana...
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Custom Equity Group has appointed David Haythorn as chief executive. Mr Haythorn has more than two decades of experience in the financial services and property services industries. He is a founding partner of Your Broker and Nectar Mortgages, and was jointly responsible for the launch of Raine & Horne Financial Services and its move into the broker market.   He is also a former chief executive of the Australian Property Institute. Mr Haythorn said he...
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