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: […]
Marketing webinars and tutorial videos
Marketing webinars and tutorial videos Marketing your business effectively will help you attract and convert more of the clients you want to work with. However, outsourcing your marketing efforts isn’t realistic for many brokers, which is why we’ve created this comprehensive video library of marketing webinars and tutorials. These videos are available exclusively to Buyers […]
Compliance Registers
Compliance Registers This folder contains the template compliance registers required by each credit representative. They can also be found in your Complifast platform Click on the name of the document you’d like to access. BCL Back Up Log BCL Broker Benefit Register BCL Complaints Register BCL CPD Register Excel format BCL CPD Register BCL Referrer […]
Lender webinars
Lender webinars Missed one of our live monthly lender webinars? No worries you can watch it right here! We upload replays of our live lender webinars onto this page regularly. You can also scroll down to search through our back catalogue (they’re displayed in chronological order). This is an excellent opportunity to stay up-to-date with […]
Compliant Marketing
Compliant marketing Wondering what you can and can’t post or say in your marketing from a legal perspective? This page includes some helpful resources. For further clarification, we recommend contacting either the MFAA or FBAA. When you applied for membership to your association you likely completed modules that covered this topic, so please refer back to those. […]
MailChimp
MailChimp MailChimp is an email marketing platform you can use to send newsletters to your database. We provide you with the content and templates that allow for you to send a newsletter out each time the RBA announce their cash rate decision. Check out the below resources to learn how to set-up MailChimp and send […]
