Lender commission information
Lender commission information This folder contains information about PLAN Lender Panel’s Commission. Click on the name of the document you’d like to access. PLAN Commissions FAQs PLAN Commission Schedule – Residential – Commercial – Asset Finance – Personal Loans & Deposit Bonds. (Payment Timetable included)
Brighten
Brighten Brighten home loans delivers a broad range of policies for non resident and alt doc clients Click on the name of the document you’d like to access. Brighten Brighten Broker Guide 23 Aug 2021 Brighten Home Loans Target Market Determinations
Platform Finance
Plaform finance Platform Finance is the Buyers Choice specialised Asset Finance and Personal Loan platform, providing research tools and access to a broad range of lenders Click on the document you’d like to access. Platform finance Platform Plus Lender Panel – Nov20 Platform Plus Contact List – Nov20 Presentation – March 2021
Commission guides
Commission guides This page contains the guides on how to add a commission split code, lodge a commission claim and query and also understand the PLAN commission system. Click on the name of the document you’d like to access. Instructions on adding a commission split to Podium How to add a Buyers Choice Panel lender […]
PLAN forms
PLAN forms This page contains the forms to set up an admin and a referrer. Click on the name of the document you’d like to access. Admin Request Form Referrer Notification Form
Credit report
Credit report This pages contains the form to request for a credit report and guides on how to read the report Click on the name of the document you’d like to access. Comprehensive Credit Report Code Description How does comprehensive credit reporting impact my credit report and VedaScore
Networking
Networking This page contains Networking Tips for Mortgage Brokers – essential for building your business, professional development, motivation and inspiration. Click on the name of the document you’d like to access. Documents How to master Networking ebook How to be your own Marketer Networking Magic Turning Customers into Advocates ebook Conversation Starters
Building referral partnerships
Building referral partnerships This page contains information to assist you in establishing a referral partnership. Here you can also find documents required for compliance – BCL Referral Agreement, BCL Referral Register and PLAN Referrer Notification Form. Click on the name of the document you’d like to access. Documents Steps to bring on a Referral Partner […]
Buyers Choice BID fact find
Buyers Choice BID fact find Buyers Choice BID Fact Find enables the broker to capture their clients information to assist with providing credit assistance and meeting Best Interest Duty obligations. Click on the name of the document you’d like to access. Documents Buyers Choice Fact Find – Individual (with expenses) Buyers Choice Fact Find – […]
Canva tutorial videos
Canva tutorial videos Canva is a free, user-friendly tool you can use to create beautiful on-brand images for social media, email and other marketing assets. We engaged a graphic designer to create branded templates that you can edit and personalise in Canva. These videoes show you how to use Canva and edit the templates. Hint: […]
