Chief 2.0 Step-by-step guides
Updated
by
Caroline Pollard
Accreditations
Chief 2.0
Chief 2.0 Training Videos
ABN Search
Chief 2.0 Step-by-step guides
Client Portal Experience
Company/Trust Structures in Chief 2.0
Creating Compliance Notes
Downloading lender serviceability calculators
How referral partners login and use the portal
How to Add a Loan Account Number and Lender Reference Number
How to Correctly Set Up Your Email Signature
How to make your workflow faster and easier
How to pause and manage deals
How to set up email and SMS automations
How to setup stale automations
How to update a deal status
How to use Chief 2.0
How to use Equifax integration
Manually updating deal status
Mastering Files in Chief 2.0
Moving Deals Across Workflows
Partner referral setup in Chief
SMSF Structure in Chief 2.0
Saving in Chief 2.0
Set up Dashboard Videos and Flow Videos
Updating referral partner details
Using Multiple Tabs
Using Policy AI
Commission Schedule
Compliance
100 points of ID
AML/CTF Policy
Administrative Staff Guidelines
Advertising Guidelines
Audit Checklists
Best Interest Duty Guidelines
Commentary Guidelines
Competent Assessment of Loan Files
Compliance Document Quick Guide
Credit Proposal & Preliminary Assessment Commentary Guidelines
Credit Quote Completion Guidelines
Deposit Bonds
Lists of tasks for each loan stage in Chief
MLB Member Handbook
NCCP - Loan Processing / Support Staff
Reverse Mortgage Guidance
Risk Protection
Specific Product Commentary Guidelines
Understanding Comprehensive Credit Reports
Verification of income and employment
Website Compliance Checklist
Contacts
Lender Contacts
Commercial Lender Contacts
Lender Supporting Docs and Broker Support Contacts
Personal and Asset Lender Contacts
Residential Lender Contacts
My Local Broker Staff Contacts
Diversification
Allianz - How to refer customers via Chief
Asset & Personal loan referrals to MLB
Barrenjoey Insurance Brokers
Building & Pest Inspections
Car Buying Services
Clearmatch Premium Funding
Co-pilot Insurance
Compare Club
Conveyancing
Deposit Bonds
HomeSafe
Honey Insurance
IndexWealth
Life Insurance Direct
MovingHub
Property Avenue
Tax Depreciation
Education & Training
Equifax Broker Business Masterclass Series
Webinars
Compliance - Fraud and Misrepresentation
MLB National Conference Awards Night 2022
Setting up labels for ActivePipe in Chief
Lender Policy
LMI Waivers
Brokerpedia
Current CashBack Offers
Deposit Bonds
Discharge Forms - All Lenders
Family Guarantees
FastRefi Lenders
Funding
Government Schemes
HAS
Lender Valuations
Lenders who allow brokers to write own home loan
Lenders who allow e-signatures
Non Face To Face
OwnHome
Redzed
Self-employed Income
Marketing
Marketing Templates
Blog Articles
5 handy apps to help your finances
5 things to look for in an investment property
A beginner's guide to property investment
Auction bidding 101
Buy then sell, or sell then buy?
Child-friendly home decor ideas
Does it matter where my deposit comes from?
Green living at home for kids
Honesty is the best policy
How close is your house?
How debt consolidation can save you money
How do house and land packages work?
How much deposit do I need?
How saying 'no' can get you that 'yes'
How should I use my equity?
How to handle rejection
How to sell your home quickly
Loan types explained
Make your house a place of 'ZEN'
Making the most of your redraw facility
Navigating through the loan process
Social Media Posts
Email & Social Media Templates
Get Capital email templates
Marketplace Finance email templates
Personal loan email template
Prospa templates
Spring 2020 Marketing Email Template
ActivePipe
Chief | Advanced Marketing Feature
Lead Generation
Marketing Platforms
Marketing suppliers
Other Resources
Credit Reports and Repair
Customer Retention
Frollo for Brokers
Loan Processing
PI Insurance
Third Party Providers
Useful Links
Wage Subsidies
dosh App
Templates
Tools & Calculators
Amortisation Calculator
Borrowing Power Calculator
Borrowing Power Calculator 2 (Gross Income)
Budget Planner
Comparison Rate Calculator
Compound Interest Calculator
Credit Card Calculator
Extra Repayment Calculator
Fortnightly Repayment Calculator
How Long to Repay Calculator
Income Annualisation Calculator
Income Tax Calculator
Interest Only Mortgage Calculator
Introductory Rate Loan Calculator
Leasing Calculator
Loan Comparison Calculator
Loan Comparison Calculator
Loan Repayment Calculator
Lump Sum Repayment Calculator
Mortgage Switching Calculator
Property Buying Cost Calculator
Property Selling Cost_Calculator
RedZed servicing calculator
Rent vs Buy Calculator
Reverse Mortgage Calculator
Savings Calculator
Savings Goal Calculator How Long to Save
Savings Goal Calculator How Much to Deposit
Stamp Duty Calculator
