Embark on a transformative journey in our workshop session, where knowledge meets inspiration. Make sure you register for the workshop sessions you would like to attend.
1st Workshop at 1:00pm - 2:00pm
Leadership
HR horror stories. How to keep you out of the headlines.
Sharing real life examples to highlight some of the key watch-outs in employing people and how to mitigate your risks and keep you safe (For business owners only)
Save You Time
7 things that will save you 5 hrs a week (MyCRM)
Unlock the potential of integrated tools and delve into best practice process tips in this transformative workshop. Enhance your client's experience and secure efficiency gains at every turn.
Grow My Business
How to find quality A players to grow your business
Get clear who you're hiring and what they do to drive growth in your business. Hear from two award winning businesses, one single operator hiring their first team member, and a larger business hiring for multiple roles as to how they find and develop A players for their business. (For business owners only)
Health & Wellbeing
Beating Burnout
Amidst life's pressures, managing stress and anxiety is vital. Whether leading yourself or a team, your sustainable success and happiness begins with your ability to manage your own personal mental and emotional wellbeing and then help others around you do the same.
Join Steve Sharp for practical, science-backed tools to enhance resilience and productivity, fostering success and happiness
Finding Clients
7 must do's to get more digital leads
Is your business discoverable on the first page of google search results for ‘mortgage broker near me’? If not, don’t miss this session.
Grow My Business
Book buying strategies
Do you know what to consider when purchasing a trail book? Do you know how to analyse a trail book when valuing it? Hear from award winning broker, Damian Wallace who has completed successful acquisitions and his advice. This is a must attend session if this strategy is part of your future growth
For registered buyers only. Contact your state to register as a buyer
Grow the value of your book
Deliver a better client experience through integrated tools
Introducing "SmartData," a cutting-edge tool that streamlines client financial data collection and automatically processes it into their loan application. Leveraging our third party partners in ID verification, credit checks and bank statement data processing this tool will save you and your client time and enhance your data quality from the start. Come and pilot this tool for yourself!
Keep Me Safe
I messed up my audit. Here is what I learnt
Don't miss this informative workshop that can enhance your professional compliance practice. This will be an interactive session with the opportunity to hear from brokers first hand who have moved their audit from red to green and were able to add loan writers to their business as a result. We will also cover the importance of utilising compliance by design through MyCRM to improve your file quality, efficiency and overall compliance outcomes.
Diversify My Business
What does it take to diversify into asset finance? The ultimate how-to session.
Discover how you can leverage asset finance as a key driver for your business growth. Get armed with the business tools, growth hacks and fundamentals that are sure to give you a clear strategy to take back to the office for execution. If you aren't writing it...someone else is!
Save Me Time
Ditch the spreadsheets and become a pipeline master
Learn how to utilise the pipeline automation to become more efficient within your business and set up your process in one ecosystem. If you are a single writer, CSM, operations manager join us for a live demonstration and save your business time
2nd Workshop at 2:00pm - 3:00pm
Workshop 11
Grow My Business
Retaining talent in a talent hungry market
Is the retention of your talent at the top of your 2024 priorities? What strategies will you adopt over the next 12 months to retain your best people? We will be talking with several successful broker business owners who excel in talent retention. Join us for an interactive session designed to help you retain your greatest asset
Workshop 12
Health & Wellbeing
Beating Burnout
Amidst life's pressures, managing stress and anxiety is vital. Whether leading yourself or a team, your sustainable success and happiness begins with your ability to manage your own personal mental and emotional wellbeing and then help others around you do the same.
Join Steve Sharp for practical, science-backed tools to enhance resilience and productivity, fostering success and happiness.
Workshop 13
Find & Keep Clients
The Loan Market #1 consumer brand plan
We’re on a mission to become the most known, liked and trusted consumer brand in mortgage broking. Attend this session to learn more about our Loan Market brand strategy.
Workshop 14
Learning Experience
Revolutionise your training with the new home of industry education, Brokerversity 2.0
Delve into the new world of Brokerversity 2.0, the home of Finance and Mortgage Broking Education. Explore your personalised learning dashboard with access to job-ready, industry-built Certificate IV and Diploma qualifications, and support including AOL, scenarios and complex lending.
In this workshop, you’ll learn how Brokerversity 2.0 takes upskilling and professional development off of your plate to help you and your brokerage be at your best.
Workshop 15
Grow the value of your book
Extend your service beyond the loan into the home
With every household embarking on an electrification journey what role can brokers and your businesses play that supports diversification and add even more value for their clients. Hear from the Federal Government's Energy Performance Branch on their views on the acceleration of property electrification along with leaders of the Clean Energy Finance Corporation who administer the governments $1B Home Energy Upgrade Fund plus a panel of key lenders and industry experts.
Workshop 16
YBO: Grow My Business
Grow my business
A session aimed at young business owners, solo writers, brokers, loan writers and business owners not confident with prospecting. This session will engage brokers who are wanting to re-engage referrers, develop their skills, resources, tools and game face for tried and tested prospecting activities.
Andrew Thompson will run an interactive session with brokers and business owners skilled with prospecting, business planning growth and development.
Workshop 17
Diversify My Business
The commercial opportunities within your database
Join us to hear from James Linacre, General Manager of Ray White Commercial and one of Australia's leading commercial agencies as to current opportunities within your database. A guide for how to identify and activate.
Workshop 18
Save Me Time
Unleash the power of data in your business
Come and learn about the developments in our reporting platform, to make it easier for you to get the data you need to run your business. We will also showcase some ways you can leverage your data to generate value.