Templates

Asset & Personal Loan Lenders

Commercial Lenders

Insurance

Residential Lenders

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 Schedules

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

Commercial Lender Contacts

Lender Supporting Docs and Broker Support Contacts

Personal and Asset Lender Contacts

Residential Lender Contacts

My Local Broker Staff Contacts

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

Digital Marketing 101

How to generate quality leads

Personal branding

Masterclass - Diversification 270820

Masterclass - Marketing 24/9/2020

Compliance - Fraud and Misrepresentation

MLB National Conference Awards Night 2022

Salestrekker (Chief) 2.0 Training Videos

Salestrekker 2.0 Demo

Setting up labels for ActivePipe in Chief

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

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

Facebook 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

Credit Reports and Repair

Customer Retention

Loan Processing

PI Insurance

Third Party Integrations in Chief

Useful Links

Wage Subsidies

dosh App

Accreditations & CPD Log

Referral Agreement

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 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

All Categories > Templates

2 articles

Accreditations & CPD Log

Keep all of your broker codes, logins, lender contacts and CPD Register in the one place. Download our template here and customise it to your liking. Please note, we recommend that you use a secure p…

Updated 2 years ago by Caroline Pollard

Referral Agreement

Below is a standard Referral Agreement that can be used between your brokerage and referral partners.. Please review the document and adjust the wording to suit your requirements, anything in RED mus…

Updated 4 years ago by Caroline Pollard

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