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MyCRM Resources
mycrm resources You’ll find mycrm related resources and tutorials on this page. Be sure to check back in regularly for updates. Click on the name of the document or video you’d like to access. Tutorials and webinars https://buyerschoice.com.au/wp-content/uploads/1713/28/MyCRM-Training-Session-1.mp4https://buyerschoice.com.au/wp-content/uploads/1713/28/MyCRM-Training-Session-2.mp4 Naish demonstrates inputting a deal into mycrm, walking you through the loan application process from start to […]
Buyers Choice Commercial
Buyers Choice Commercial Buyers Choice Commercial is a guided commercial finance platform built by brokers for brokers. Click on the name of the document you’d like to access. Buyers Choice Commercial Initial Enquiry Checklist Buyers Choice Commercial Presentation
Buyers Choice Home Loans
Buyers Choice Home Loans Buyers Choice Home Loans specialise in helping self-employed borrowers access capital and secure mortgages for residential and commercial properties. Click on the name of the document you’d like to access. Product and Rate Guide Policies and Procedures Guide VOI Options Customer Identification Form Commercial Buyers Choice Commercial Loan Application Pack Wholesale […]
Lender matrix
Lender Matrix The Lender Matrix is a lender knowledge base to help members easily find answers to common and uncommon policy questions. Click on the name of the document you’d like to access. Lender Matrix Lender Matrix
Compliance guides
Compliance guides This folder contains helpful guides to assist you to meet your compliance obligations Click on the name of the document you’d like to access. BID Wording Examples – Nov 2023 Client File Note Record (unbranded) – April 2024 Unbranded Third Party Referral Form Credit Quote – BC ACL (unbranded) Privacy Policy – BC […]
Various reports of interest
Various reports of interest This folder contains a range of industry reports of interest which can assist you in your business. Click on the name of the document you’d like to access. 2021 Sept Macquarie Australian Mortgage Broker Survey 2019 Sept Turning Customers into Advocates E-Book-Amanda_Stevens 2019 Feb Consumer access to mortgages report […]
