Chief How To - Documents
Updated
by
Caroline Pollard
Accreditations
Chief Software Tips
Multi-step forms for website leads
Preparing for BID - Broker Comments
Preparing for BID - Needs and Objectives
Preparing for BID - Product Requirements
Preparing for BID - Risk/Benefit Statements
Preparing for BID - What is most important for you?
Update your Top 6 Lenders in Chief
Commission Schedule
Compliance
AML/CTF Policy
Advertising Guidelines
BID Chief Integration and Compliance
BID Guidance (RG 273)
BID Policy
BID Quick Reference Guide
Competent Assessment of Loan Files
Lists of tasks for each loan stage
MLB Member Handbook
NCCP - Loan Processing / Support Staff
Responsible Lending Changes and BID part 1
Risk Protection
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
Car Buying Services
Compare Club
Conveyancing
Deposit Bonds
Honey Insurance
Life Insurance Direct
Little Real Estate
MovingHub
MyConnect
Property Avenue
Education & Training
Chief 2.0 Training Videos
Chief 3.0 (Salestrekker 2.0) Demo
Chief Account Set Up
Chief Broker Tools
Chief Client Profile
Chief Creating & Managing a Deal
Chief Overview
Chief Quick Tools
Setting up labels for ActivePipe in Chief
Equifax Broker Business Masterclass Series
Webinars
Chief How To - 3rd Party Applications
Chief How To - Advanced Marketing Feature
Chief How To - Compliance Essentials
Chief How To - Compliance and New BID Features
Chief How To - Diversification & Integrations
Chief How To - Documents
Chief How To - Improving Efficiency
Chief How To - NEW Client Portal
MLB National Virtual PD Day May 2023
Masterclass - Diversification 270820
Masterclass - Marketing 24/9/2020
Compliance - Fraud and Misrepresentation
MLB National Conference Awards Night 2022
Event Calendar
Lender Policy
Bank of China
Brokerpedia
Current CashBack Offers
Deposit Bonds
Discharge Forms - All Lenders
Family Guarantees
FastRefi Lenders
Funding
Government Schemes
Home Affordability Solutions
LMI Waivers
Lender Valuations
Lenders who allow brokers to write own home loan
Lenders who allow e-signatures
Non Face To Face
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 Templates
Get Capital email templates
Marketplace Finance email templates
Personal loan email template
Prospa templates
Settle Easy Conveyancing
Spring 2020 Marketing Email Template
ActivePipe
Chief | Advanced Marketing Feature
Lead Generation
Other Resources
Credit Reports and Repair
Customer Retention
Loan Processing
PI Insurance
Third Party Integrations in Chief
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
