Webinars and Live Stream Events

We love sharing our knowledge and insights with the industry, as such our webinars and live stream events are open to members and non-members.

Business Mastery Webinars
Date / Time: March 14, 2018 12:00 am AEST
Duration: 60 minutes

Join Jaci Smith and special guest Paul Lavis from Stratton - Australia’s leading car finance broker, to learn about their great products and services you can access. All brokers are automatically accredited via My Local. For 20 years Stratton has been providing Australians finance solutions to buy a range of cars & utes, boats, caravans & RVs and commercial equipment. We'll discuss: WHO – is Stratton Finance? (RJ and PL) WHAT – do Stratton Finance offer? WHY - are My Local partnering with Stratton Finance? HOW – does the process work? WHERE – does the magic happen? WHEN – can I get going?

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Business Mastery Webinars
Date / Time: March 7, 2018 1:00 pm AEST
Duration: 60 minutes

Equifax, formerly known as Veda, is a leading provider of credit information and analysis in Australia. In this Masterclass, Meg will discuss the basics of credit reporting and the obligations of both credit providers and access seekers. Learn how to: - Log into the Equifax portal, IQ Connect - Order an individual report, Equifax Apply - Equifax Credit Check within Chief As well as some handy hints and tips along the way.

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Business Mastery Webinars
Date / Time: February 21, 2018 1:00 pm AEST
Duration: 60 minutes

Having an updated online presence, making sure people can find you and understanding today’s mortgage customers is key. Nicole Wagenecht, Sales Manager at ReachLocal, an innovative company that shows how online marketing can help your business go from good to great. They will explore: • Key factors in how customers choose a home loan solution • Path-to-Purchase; how digital media can help achieve business goals • Keywords and SEO - best strategy and pricing

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Business Mastery Webinars
Date / Time: February 13, 2018 1:00 pm AEST
Duration: 60 minutes

Join Jaci Smith from My Local, and Michael Levin LeaseIt to learn more about the great products that you now have access to via My Local. All brokers are automatically accredited via My Local. LeaseIt are experts in Motor Vehicle, Trucks, and Trailers, Software/IT, Office Equipment, Office Fit Out, Plant & Machinery, Audio Visual, & Mining Equipment.

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Business Mastery Webinars
Date / Time: December 12, 2017 10:00 am AEST
Duration: 45 minutes

During this session, Glenn Darcy, Broker Mentor and Stephanie Kennar, will discuss the importance of having your files compliance ready. We'll walk through the checklist we use to review your files and the how to's: - File notes; content and storage - Completion of documents - Uploading documents in Chief You will be able to ask questions via the text Q&A which is anonymous from other participants. A phone meeting after participating in the webinar can also be arranged for individual coaching.

Business Mastery Webinars
Date / Time: December 7, 2017 1:30 pm AEST
Duration: 60 minutes

Equifax, formerly known as Veda, is a leading provider of credit information and analysis in Australia. In this Masterclass, Meg will discuss the basics of credit reporting and the obligations of both credit providers and access seekers. Learn how to: - Log into the Equifax portal, IQ Connect - Order an individual report, Equifax Apply - Equifax Credit Check within Chief As well as some handy hints and tips along the way.

Business Mastery Webinars
Date / Time: December 5, 2017 10:00 am AEST
Duration: 60 minutes

Having an updated online presence, making sure people can find you and understanding today’s mortgage customers is key. Nicole Wagenecht, Sales Manager and Stefan Endt, Product Manager at ReachLocal, an innovative company that shows how online marketing can help your business go from good to great. They will explore: • Key factors in how customers choose a home loan solution • Path-to-Purchase; how digital media can help achieve business goals • Keywords and SEO - best strategy and pricing

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Business Mastery Webinars
Date / Time: November 21, 2017 10:00 am AEST
Duration: 60 minutes

Glenn Darcy (Broker Mentor) will discuss how to package loan applications that create better outcomes for you and the client. We’ll discuss the 10 most common mistakes and the importance of getting it right to ensure a good experience. Learn how to: • Avoid conditional approvals, declines and requests for more information that creates delays • Build quality files that build trust with credit assessors and BDMs • Create an end to end loan package that is complete and easy to assess

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Business Mastery Webinars
Date / Time: October 24, 2017 2:00 pm AEST
Duration: 30 minutes

Glenn Darcy, Broker Mentor, will discuss the various options with construction finance, the pros and cons of each package you may encounter and the steps towards a pain free settlement. We’ll also explore the opportunities to build this side of your business and connect with referrers. You’ll learn about: • Different packages – house and land, owner builder and land settlement • Valuations, draw downs, part payment and calculating each stage • Creating communication touch points between client, valuer and builder

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Business Mastery Webinars
Date / Time: October 11, 2017 10:00 am AEST
Duration: 60 minutes

In a digital world, social media is an extremely effective means of engaging clients – when utilised correctly. Learn how social media can grow your business and help you build strong and lasting relationships. Please join Alisha Rutherford (Social Media Strategist) and Stephanie Kennar (Head of Learning & Development) to discuss: • How to create engaging content and advertisements • Boosting Facebook posts to reach a larger audience • How to geo-target potential clients

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Business Mastery Webinars
Date / Time: September 26, 2017 10:00 am AEST
Duration: 60 minutes

The Anti –Money Laundering and Counter-Terrorism Financing Act 2006 (AML/CTF Act) covers the financial sector, amongst others. It is a part of a legislative package which brings Australia into line with international best practice to deter money laundering and terrorism financing. We’ll discuss your obligations including: · Customer identification and verification of identity · Record keeping, due diligence and reporting · Establishing and maintaining an AML/CTF program

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New to Industry Webinars
Date / Time: September 12, 2017 12:00 pm AEST
Duration: 60 minutes

Glenn Darcy (Broker Mentor) and a guest lender will discuss how to package loan applications that create better outcomes for you and the client. We’ll discuss the 10 most common mistakes and the importance of getting it right to ensure a good experience. Learn how to: Avoid conditional approvals, declines and requests for more information that creates delays Build quality files that build trust with credit assessors and BDMs Create an end to end loan package that is complete and easy to assess

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Business Mastery Webinars
Date / Time: September 5, 2017 10:00 am AEST
Duration: 60 minutes

Rosco (Ross Laurenson), industry veteran with a successful career in Mortgage Broking spanning 40 years will have an open discussion on how to locate genuine opportunities utilising the fact find. He’ll be joined by Phil Robison, a Mortgage Broker and property Investment specialist with over 16 years’ experience. This 60 minute workshop will cover: Which areas of the Fact Find can create more opportunities How to explore more in your conversation with your client The next steps to take to provide multi services and add value

Business Mastery Webinars
Date / Time: August 23, 2017 2:00 pm AEST
Duration: 60 minutes

NLG Leasing is an established provider of asset finance, available only to the financial services industry. It gives you immediate access to an extensive panel of lenders, both consumer and commercial and a wide range of products at wholesale rates. In this webinar, Georgia Underwood will discuss: This 60 minute workshop will cover: The different types of products that are available How to submit and take a deal from start to finish System training for quoting and deal submissions

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Business Mastery Webinars
Date / Time: August 10, 2017 2:00 pm AEST
Duration: 60 minutes

In this webinar, we’ll be joined by Lisa Forte, Head of Broker Support at My Local Aggregation and a Lender guest to discuss the responsible lending obligations in relation to living expenses. Also covered will be the guidelines by banks to monitor brokers’ assessment. This 60 minute workshop will cover: How to thoroughly assess living expenses to ensure customers can afford their financial commitments The guidelines being adopted by the banks utilising HEM as a measure Monitoring and identification of brokers by lenders entering less than HEM on a frequent basis

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Business Mastery Webinars
Date / Time: August 9, 2017 2:00 pm AEST
Duration: 60 minutes

This interview with industry specialists will cover the challenges faced by many brokers and their clients to find alternative solutions. Join Dien Le and his guests Pasquale Caia from Pepper and Gabrielle Avain from Choice Debt Solutions to discuss: This 60 minute workshop will cover: Unsecured debt negotiation on behalf of the customer where servicing or LVR may have prevented other loans Customers needing flexible solutions that don’t meet mainstream lending criteria Personalised approaches to assist clients with long term finance strategies

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Business Mastery Webinars
Date / Time: August 8, 2017 2:00 pm AEST
Duration: 60 minutes

Jaci Smith, My Local Aggregation CEO and James Cerolini, Head of Partnerships will discuss our partnership program with connected service providers and the opportunity for brokers to participate to gain leads. This masterclass will focus on: This 60 minute workshop will cover: Connecting with, and nurturing new partnerships Taking advantage of the My Local Aggregation Program The big picture with strategic partnerships and lead generation

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Business Mastery Webinars
Date / Time: July 26, 2017 2:00 pm AEST
Duration: 60 minutes

As a broker, Rosco has enjoyed a varied and successful career spanning nearly 40 years beginning with Car Finance i the late ‘70s, later becoming No1 Aussie Home Loan Writer. He owned his own successful brokerage. While operating his Yellow Brick road branch, he held yearly back-to- back victories for customer service, insurance and sales achievements. He has supported and coached countless brokers to success over the years. This 60 minute workshop will cover: How to service and maintain your trail book How to cultivate your book for other opportunities How to take your client from single to multi transaction

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New to Industry Webinars
Date / Time: July 25, 2017 2:00 pm AEST
Duration: 60 minutes

Glenn Darcy, Broker Mentor will discuss the various options with construction finance, the pros and cons of each and the steps towards a pain free settlement: Different packages – house and land, owner builder and land settlement Valuations, draw downs and part payment Creating communication touch points between client, valuer and builder

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Business Mastery Webinars
Date / Time: July 12, 2017 2:00 pm AEST
Duration: 60 minutes

In this 1 hour training session, Katherine Aries will assist you with the use of IQ Connect, she will cover: How to login to IQ Connect Setting your preferences and amending your profile How to order an Equifax Apply Report What an Equifax Apply Report looks like when ordered through IQ Connect. …and some handy hints and tips. This session has been designed to support you in using the Equifax Subscriber portal, prior to this feature becoming available in our Chief software.

New to Industry Webinars
Date / Time: July 11, 2017 2:00 pm AEST
Duration: 40 minutes

Stephanie Kennar, Head of Learning and Development and Glenn Darcy (full time, in-house Broker Mentor) will discuss the journey of becoming a successful broker by unearthing the attributes necessary for success, broken down into: Intrinsic – people skills such as empathy, listening and desire to help others. Supported – systems and software to better manage your files, client data and relationships. Learnt – technical skills, certifications/diplomas and diversification. We will also discuss training and mentoring programs available through MLA

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New to Industry Webinars
Date / Time: July 4, 2017 2:00 pm AEST
Duration: 60 minutes

Glenn Darcy, Broker Mentor will discuss how to package loan applications that create better outcomes for you and the client: Avoid conditional approvals, declines and requests for more information that creates delays Build quality files that build trust with credit assessors and BDMs Create an end to end loan package that is complete and easy to assess

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Business Mastery Webinars
Date / Time: July 5, 2017 2:00 pm AEST
Duration: 60 minutes

Equifax (formerly Veda) is a leading provider of credit information and analysis in Australia. Using data intelligence provided, finance providers can make decisions on credit risk, verify identity and employee background. In this Masterclass, Katharine Aries will discuss the sources of data and credit basics including: Definitions of credit/types Tips when requesting a Credit Report How to interpret and read credit reports Ban periods and correction process How to interpret and read credit reports

New to Industry Webinars
Date / Time: June 27, 2017 2:00 pm AEST
Duration: 40 minutes

Stephanie Kennar, Head of Learning and Development and Glenn Darcy (full time, in-house Broker Mentor) will discuss the MLA programs available: Comprehensive training including Certificate IV, Diploma and 2 year mentoring program Transitional programs for brokers that may have some qualifications or experience in associated industries Tailored mentoring for brokers part way through the 2-year period looking to change aggregators or mentors

Business Mastery Webinars
Date / Time: June 21, 2017 2:00 pm AEST
Duration: 60 minutes

Join Bianca De Stefano and Stephanie Kennar, to learn more about Back Channel Notifications in Apply Online. This will assist you in keeping informed with the status of each of your clients. We will also be showing you a preview of the exciting new process we’ve developed whereby an automated email will be sent to your client to notify them of the status of the loan, on your behalf. This 60 minute workshop will cover: Various notification types How to set notifications up in ApplyOnline SMS notifications and Email notifications

Business Mastery Webinars
Date / Time: June 14, 2017 2:00 pm AEST
Duration: 60 minutes

As a broker, Rosco has enjoyed a varied and successful career spanning nearly 40 years beginning with Car Finance in the late ‘70s, later becoming No1 Aussie Home Loan Writer. He owned his own successful brokerage. While operating his Yellow Brick road branch, he held yearly back-to-back victories for customer service, insurance and sales achievements. He has supported and coached countless brokers to success over the years. Rosco is the National Sales Manager for My Local Aggregation and in this open, generous and entertaining conversation will share: How to build your mortgage business year on year How to network to family and friends How to work your fact finder to locate genuine opportunities

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New to Industry Webinars
Date / Time: June 13, 2017 2:00 pm AEST
Duration: 40 minutes

Stephanie Kennar, Head of Learning and Development and Glenn Darcy (full time, in-house Broker Mentor) will discuss the MLA programs available: Comprehensive training including Certificate IV, Diploma and 2 year mentoring program Transitional programs for brokers that may have some qualifications or experience in associated industries Tailored mentoring for brokers part way through the 2-year period looking to change aggregators or mentors

Business Mastery Webinars
Date / Time: June 7, 2017 2:00 pm AEST
Duration: 60 minutes

Join Charu Madaan, Chief Risk Officer at My Local Group to learn more about the guidelines when advertising and promoting your products and services. We’ll cover the implications if key information is omitted. This 60 minute workshop will cover: Advertising and specific media based rules Social Media; Facebook, Instagram, Linked IN Case studies and lessons learnt

New to Industry Webinars
Date / Time: June 6, 2017 12:00 am AEST
Duration: 60 minutes

Glenn Darcy, Broker Mentor will share strategies on building relationships with other professionals and gaining referrals from your customers: Building rapport, gaining trust and getting time with business people you haven’t met Turning your happy customers into strong advocates and clients for life Creating an action plan for regular contact; message, method and frequency

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Business Mastery Webinars
Date / Time: May 31, 2017 2:00 pm AEST
Duration: 60 minutes

Please join Alisha Rutherford (Social Media Strategist) and Chris Harris (Head of Digital) for an in-depth Masterclass on Facebook Marketing. This 60 minute workshop will cover: Organic Facebook posts Boosting Facebook posts Running Facebook advertisements Promotional campaigns on Facebook