Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Loui Daoud is an award-winning mortgage broker who has succeeded in delivering exceptional customer service, strategic and thoughtfully tailored credit solutions and staying true to his word on every commitment.
Since founding DOT Financial in 2018, the managing director’s steadfast adherence to this business philosophy has earned him a growing roster of loyal clients, many of whom he has helped amass significant portfolios due to this mindset.
“The individual achievements are a byproduct of executing well,” Daoud says.
Mortgage Professional Australia recognised Daoud as a Top 100 Broker of 2024 for writing among the highest residential home loans in the past 12 months nationwide.
When transitioning from a banking career to becoming a broker, his plan for the business evolved to adapt to ongoing market shifts; however, his initial framework still applies today and serves as the hallmark of the brokerage: top-tier service, proficiency and execution.
“Transparency – always,” he notes about his strongest professional quality and the cornerstone of his success.
Managing expectations has been a recurring challenge as Daoud’s portfolio has grown. To maintain the consistency clients have come to expect, he avoids multitasking and zeroes in on the task at hand. This intentional and determined attitude ensures he repeatedly meets client expectations, even as demand for his services rises.
Client relationships form the foundation of his prosperity, with 100% of his business coming from referrals. He has a reputation built on a well-attuned approach to providing solutions that help clients make informed decisions, blended with the unrivalled service that underpins his growth strategy.
Daoud points out that he achieves client retention through frequent contact, such as picking up the phone and periodically getting in touch.
“Doing the simple things consistently is my way of retaining clients,” he says.
By listening to client feedback and being open and transparent about what’s working and what could be improved, Daoud ensures clients know their needs at the heart of his work. His simple yet humanised approach keeps processes tight while providing client service and outcomes that exceed expectations.
“Do the simple things well and consistently,” he says, reinforcing this core belief. “Set targets to maintain exceptional service outcomes. Off the back of this, financial and business outcomes will be achieved.”
Ground Floor, 201 Kent Street, Barangaroo, NSW 2000
0406 207 230
Loui@dotfinancial.com.au
linkedin.com/in/loui-daoud
dotfinancial.com.au
Loui Daoud
Director
DOT Financial
Read on
Special Report
Home
Bio
Milestones
Profile
Read on
Special Report
Home
Bio
Milestones
Read on
Special Report
Home
Bio
Milestones
“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2011–2014
2014–2016
2016–2018
2020
Present
2011–2013: Customer Service Specialist/Lending Manager at Commonwealth Bank
2013–2014: Relationship Manager at Commonwealth Bank
2011–
2014
Business Lending Specialist at Commonwealth Bank
2014–
2016
Mobile Banker at Commonwealth Bank
2016–
2018
MFAA’s NSW Young Professional and New Comer award
MPA’s Young Guns
227 five-star Google reviews
2020
Managing Director at DOT Financial since 2018
Present
Milestones
Milestones
ELITE WOMEN 2024 JUDGE