We know that writing a loan is taking longer, applications are becoming increasingly burdensome and clients require more and more hand-holding and face time.

In this session, you will learn what the perfect loan looks like and the top techniques, processes and systems you need to harness to turn your small business into a thriving, elite brokerage.

This deep-dive session will teach you all you need to know about:

  • Identifying the ‘dead’ time in your day and how to reduce it
  • Learning when the right time to upscale
  • Developing the fool-proof framework to streamline your processes
The Adviser CPD points