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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Chief Excellence Webinars
Date / Time: February 28, 2018 1:00 pm AEST
Duration: 45 minutes

Spend more time building your business rather than chasing paperwork and handling documents. This practical, step by step webinar session will demonstrate the interaction between broker and client supported by our Software, Chief. We’ll show you the process from managing your leads to automated loan notifications. We’ll demonstrate: • Collaboration with your client to complete the Fact Find online • Obtaining supporting documents via the client portal instead of clunky and unreliable email. • Executing Compliance documents instantly via DocuSign – no more chasing prelims or CPDD

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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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Chief Excellence Webinars
Date / Time: February 14, 2018 1:00 pm AEST
Duration: 45 minutes

Spend more time building your business rather than chasing paperwork and handling documents. This practical, step by step webinar session will demonstrate the interaction between broker and client supported by our Software, Chief. We’ll show you the process from managing your leads to automated loan notifications. We’ll demonstrate: • Collaboration with your client to complete the Fact Find online • Obtaining supporting documents via the client portal instead of clunky and unreliable email. • Executing Compliance documents instantly via DocuSign – no more chasing prelims or CPDD

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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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Chief Excellence Webinars
Date / Time: November 23, 2017 12:00 pm AEST
Duration: 45 minutes

Spend more time building your business rather than chasing paperwork and handling documents. This practical, step by step webinar session will demonstrate the interaction between broker and client supported by our Software, Chief. We’ll show you the process from managing your leads to automated loan notifications. We’ll demonstrate: • Collaboration with your client to complete the Fact Find online • Obtaining supporting documents via the client portal instead of clunky and unreliable email. • Executing Compliance documents instantly via DocuSign – no more chasing prelims or CPDD

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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Chief Excellence Webinars
Date / Time: October 26, 2017 12:00 pm AEST
Duration: 45 minutes

Spend more time building your business rather than chasing paperwork and handling documents. This practical, step by step webinar session will demonstrate the interaction between broker and client supported by our Software, Chief. We’ll show you the process from managing your leads to automated loan notifications. We’ll demonstrate: • Collaboration with your client to complete the Fact Find online • Obtaining supporting documents via the client portal instead of clunky and unreliable email. • Executing Compliance documents instantly via DocuSign – no more chasing prelims or CPDD

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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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Chief Excellence Webinars
Date / Time: October 12, 2017 12:00 pm AEST
Duration: 45 minutes

Spend more time building your business rather than chasing paperwork and handling documents. This practical, step by step webinar session will demonstrate the interaction between broker and client supported by our Software, Chief. We’ll show you the process from managing your leads to automated loan notifications. We’ll demonstrate: • Collaboration with your client to complete the Fact Find online • Obtaining supporting documents via the client portal instead of clunky and unreliable email. • Executing Compliance documents instantly via DocuSign – no more chasing prelims or CPDD

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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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Chief Excellence Webinars
Date / Time: September 28, 2017 12:00 pm AEST
Duration: 45 minutes

Spend more time building your business rather than chasing paperwork and handling documents. This practical, step by step webinar session will demonstrate the interaction between broker and client supported by our Software, Chief. We’ll show you the process from managing your leads to automated loan notifications. We’ll demonstrate: • Collaboration with your client to complete the Fact Find online • Obtaining supporting documents via the client portal instead of clunky and unreliable email. • Executing Compliance documents instantly via DocuSign – no more chasing prelims or CPDD

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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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Chief Excellence Webinars
Date / Time: September 21, 2017 12:00 pm AEST
Duration: 45 minutes

Spend more time building your business rather than chasing paperwork and handling documents. This practical, step by step webinar session will demonstrate the interaction between broker and client supported by our Software, Chief. We’ll show you the process from managing your leads to automated loan notifications. We’ll demonstrate: • Collaboration with your client to complete the Fact Find online • Obtaining supporting documents via the client portal instead of clunky and unreliable email. • Executing Compliance documents instantly via DocuSign – no more chasing prelims or CPDD

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Chief Excellence Webinars
Date / Time: September 14, 2017 12:00 am AEST
Duration: 45 minutes

Spend more time building your business rather than chasing paperwork and handling documents. This practical, step by step webinar session will demonstrate the interaction between broker and client supported by our Software, Chief. We’ll show you the process from managing your leads to automated loan notifications. We’ll demonstrate: Collaboration with your client to complete the Fact Find online Obtaining supporting documents via the client portal instead of clunky and unreliable email. Executing Compliance documents instantly via DocuSign – no more chasing prelims or CPDD

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Chief Excellence Webinars
Date / Time: September 13, 2017 12:00 am AEST
Duration: 30 minutes

Specifically designed for Brokers using Chief, this open and interactive session will be guided by you; the areas you’d like to learn more about, may be having challenges with, or simply wanting to share your experiences using aspects of Chief. In this 30-minute webinar, our Chief team of trainers will: Provide feedback on unknown processes & challenges Conduct LIVE demonstrations on areas of interest Show best practice – How do get the most out of our platforms

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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

View Webinar

Chief Excellence Webinars
Date / Time: September 7, 2017 12:00 pm AEST
Duration: 45 minutes

Spend more time building your business rather than chasing paperwork and handling documents. This practical, step by step webinar session will demonstrate the interaction between broker and client supported by our Software, Chief. We’ll show you the process from managing your leads to automated loan notifications. We’ll demonstrate: Collaboration with your client to complete the Fact Find online Obtaining supporting documents via the client portal instead of clunky and unreliable email. Executing Compliance documents instantly via DocuSign – no more chasing prelims or CPDD

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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

Chief Excellence Webinars
Date / Time: September 6, 2017 3:00 pm AEST
Duration: 30 minutes

Specifically designed for Brokers using Chief, this open and interactive session will be guided by you; the areas you’d like to learn more about, may be having challenges with, or simply wanting to share your experiences using aspects of Chief. In this 30-minute webinar, our Chief team of trainers will: Provide feedback on unknown processes & challenges Conduct LIVE demonstrations on areas of interest Show best practice – How do get the most out of our platforms

Chief Excellence Webinars
Date / Time: August 24, 2017 3:00 pm AEST
Duration: 60 minutes

The Chief Lender Centre allows you to search by policy to narrow down the most suitable lender for the client before comparing rates. The categories include types of income, various securities, SMSF, Lo Doc and general policies. We’ll discuss: • Shortlisting Lenders based on policy fit per Scenario • Lender Documents and Discharge library • Lender Contacts and Key details

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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Chief Excellence Webinars
Date / Time: June 15, 2017 3:00 pm AEST
Duration: 30 minutes

Please join Bianca De Stefano, our National Training Manager at My Local Broker, who will be demonstrating the Purchase process in Chief. This 30 minute workshop will cover: The fact find Assessment; scenarios Validation Submission

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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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Chief Excellence Webinars
Date / Time: July 27, 2017 12:00 am AEST
Duration: 30 minutes

Join Tyler Smith, Head of Innovations who will be discussing the activities that occur pre and post-settlement, how to best manage them and keep your clients engaged. In this session, Tyler will focus on: Pre-settlement notifications and option to automate The post-settlement process How to create reminders throughout the process How to record correspondence with your clients Setting up email templates Creating call lists

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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Chief Excellence Webinars
Date / Time: July 22, 2017 3:00 pm AEST
Duration: 30 minutes

Join Bianca De Stefano, National Training Manager, for our upcoming Chief Workshop topic; Vacant Land and Construction. This is a quick 30 minute workshop, to assist users on how to enter a vacant land and construction loan into Chief. The pre-approval of the vacant land and construction Rolling over of the vacant land Purchase of the construction

Chief Excellence Webinars
Date / Time: July 13, 2017 3:00 pm AEST
Duration: 30 minutes

Join Bianca De Stefano, National Training Manager, for our upcoming Chief Workshop topic; Assessment: Using the product search tool to refine your results Producing a product comparison report Duplicating scenarios Adding multiple loan facilities Unlinking scenario data from the fact find Overriding the interest rate

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

Chief Excellence Webinars
Date / Time: July 6, 2017 3:00 pm AEST
Duration: 30 minutes

Join Bianca De Stefano, National Training Manager, for our upcoming Chief Workshop topic. This is a quick 30 minute workshop, to assist users on how to best use the quick assessment tool. Launchpad to demonstrate your clients borrowing potential: Borrowing power as a owner occupied Borrowing power as an investor Funds to complete the transaction Purchase price

Chief Excellence Webinars
Date / Time: June 29, 2017 3:00 pm AEST
Duration: 30 minutes

Join Bianca De Stefano, National Training Manager, for our upcoming Chief Specific Topic on BaseCRM Beginners, to assist users on how to best use the CRM to manage your leads: This 30 minute workshop will cover: Creating a lead (prospect) Covert a lead into a contact Create a note/email Create a task Create a calendar invite

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

Chief Excellence Webinars
Date / Time: June 22, 2017 3:00 pm AEST
Duration: 30 minutes

Join Bianca De Stefano, National Training Manager, for our upcoming Chief Specific Topic to assist users on how to enter a vacant land and construction loan into Chief. This 30 minute workshop will cover: The pre-approval of the vacant land and construction Rolling over of the vacant land Purchase of the construction

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

Chief Excellence Webinars
Date / Time: June 8, 2017 3:00 pm AEST
Duration: 30 minutes

Please join Tyler Smith, our Head of Innovation at My Local Broker, who will take you through the process of adding multiple loan details to your scenarios. This 30 minute workshop will cover: Reasons why you would use multiple loan details How you would add a multiple loan detail to your scenarios

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

New to Industry Webinars
Date / Time: May 30, 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

Chief Excellence Webinars
Date / Time: June 1, 2017 3:00 pm AEST
Duration: 30 minutes

Please join Bianca De Stefano, our National Training Manager at My Local Broker, who will be demonstrating the process of a refinance scenario. This 30 minute workshop will cover: Conducting a pre-approval for a refinance Updating your financial position and exisiting loans Assessing your scenario

Chief Excellence Webinars
Date / Time: May 25, 2017 3:00 pm AEST
Duration: 30 minutes

Please join Bianca De Stefano, our National Training Manager at My Local Broker, who will be discussing processing a purchase of an investment property with an exisiting owner occupied in Chief. This 30 minute workshop will cover: Pre approval of the proposed investment property Ensuring the fact find reflects the proposed investment Adding exisiting assets and liabilities Building the scenario

Chief Excellence Webinars
Date / Time: May 18, 2017 3:00 pm AEST
Duration: 30 minutes

Please join Bianca De Stefano, our National Training Manager at My Local Broker, who will be discussing multiple applicants in a loan application and importance of getting it right for your assessment This 30 minute workshop will cover: Entry of multiple applicants Inclusion of dependents Financial position and asset ownership Documentation