Executive Briefing One - The New Fraud Landscape

Stay ahead of the rapidly evolving world of AI-enabled mortgage fraud. Designed for mortgage brokers, business owners and lending professionals, this 'Executive Briefing' explores how artificial intelligence is changing the fraud landscape, why traditional verification methods are no longer enough, and how technology, professional judgement and independent verification can protect your business. Build the confidence to identify emerging risks and prepare for the future of AI-enabled lending.

Course•By CPD-Go

Executive Briefing Two - Understanding why Mortgage Brokers Are Now on the Front Line

The future of mortgage broking will belong to professionals who can demonstrate trust, diligence and sound judgement. This 'Executive Briefing' explores the broker's evolving role in protecting Australia's lending system from AI-enabled financial crime. Discover how robust verification processes, professional judgement and emerging technology work together to strengthen fraud prevention, meet growing regulatory expectations and help you become a Defensible Broker™.

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Executive Briefing Three - The AI Criminal Toolkit

Discover how today's most advanced fraud detection technologies are helping reshape mortgage lending. This 'Executive Briefing' reveals how artificial intelligence is being used by both criminals and fraud detection platforms, exploring technologies such as OCR, computer vision, metadata analysis and pattern recognition. Learn how these tools support better decision-making, understand their limitations, and develop the knowledge to confidently evaluate emerging fraud prevention solutions.

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Executive Briefing Four - The Cost of Getting It Wrong

The quality of your business will always be defined by the quality of your decisions. This 'Executive Briefing' explores how artificial intelligence can strengthen decision-making without replacing professional judgement. Learn how to interpret AI-generated risk indicators, understand confidence and risk scores, ask the right questions, and combine intelligent technology with sound professional practice to make more consistent, transparent and defensible lending decisions.

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Executive Briefing Five - AUSTRAC Has Changed the Rules

As artificial intelligence reshapes financial crime, regulatory expectations are evolving just as quickly. This 'Executive Briefing' explores how AUSTRAC's increasing focus on AI, governance and risk-based decision-making is raising the standard for mortgage professionals. Learn how strong governance, human oversight and explainable AI work together to support transparent, accountable and defensible business practices that inspire confidence with regulators, lenders and clients—both today and as expectations continue to evolve.

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Executive Briefing Six - The Rise of the Defensible Broker

The most successful mortgage businesses of the future won't just help clients secure a loan—they'll be able to demonstrate how every recommendation and lending decision was reached. This 'Executive Briefing' introduces the principles of the Defensible Broker™ framework, showing how governance, structured processes, trusted technology and professional judgement combine to create a resilient, transparent and trusted business. Learn how to strengthen lender confidence, reduce operational risk and build a mortgage practice that's ready for the next generation of lending.

Course•By CPD-Go

Executive Briefing Seven - Technology isn't the whole Answer

The businesses that gain the greatest advantage from AI won't be those with the most technology—they'll be the ones that integrate it most effectively. This 'Executive Briefing' explores how to combine people, processes and technology to build a stronger, more resilient mortgage business. Learn how to evaluate emerging solutions, implement them with confidence and create an operating model that improves verification, strengthens trust and delivers lasting business value.

Course•By CPD-Go

Executive Briefing Eight - The Future Broker

The future of mortgage broking will be shaped by leaders who can confidently balance innovation, trust and professional judgement. This 'Executive Briefing' explores how artificial intelligence is creating new opportunities to strengthen client outcomes, improve business resilience and build lasting competitive advantage. Discover how strategic leadership, sound governance and emerging technology come together to create a future-ready brokerage that inspires confidence with clients, lenders and regulators.

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AI Edge Roundtable One: Industry Intelligence

Go beyond the headlines and hear directly from the leaders shaping Australia's response to AI-enabled financial crime. This AI Edge Roundtable brings together regulators, banking executives and industry experts to discuss emerging threats, evolving governance and the future of fraud prevention. Gain exclusive insights into the challenges and opportunities facing the industry, then participate in a live Q&A to ask your questions and learn from those leading change across Australia's financial services sector.

Course•By CPD-Go

Executive Briefing Nine – Technology Procurement Understanding Your Business

The best technology investment isn't always the one with the most features—it's the one that solves the right business problem. This Executive Briefing explores how to prepare your business before engaging technology providers, helping you define your objectives, assess implementation readiness and establish clear evaluation criteria. Learn how to make informed procurement decisions that align with your business strategy, deliver measurable value and support long-term success.

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Executive Briefing Ten – Technology Procurement Choosing Your Business Partner

The right technology partner won't just provide software—they'll help your business adapt, grow and succeed as the industry evolves. This Executive Briefing explores how to evaluate technology providers beyond product demonstrations, focusing on industry expertise, implementation capability, customer support and long-term commitment. Learn how to identify trusted partners who align with your business goals and deliver lasting value well beyond the initial purchase.

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Executive Briefing Eleven – Technology Procurement Understanding the True Cost of Technology

The true cost of technology is rarely found on the price tag. This Executive Briefing explores how to evaluate technology investments beyond subscription fees, helping you identify hidden costs, assess long-term value and avoid expensive procurement mistakes. Learn how to compare solutions through the lens of total cost of ownership, return on investment and business outcomes, so every technology decision strengthens your brokerage today and supports sustainable growth into the future.

Course•By CPD-Go

Executive Briefing Twelve – Technology Procurement Turning Knowledge into Action

The value of technology isn't realised when you buy it—it's realised when your people use it with confidence and purpose. This Executive Briefing explores how to successfully implement new technology through strong leadership, effective change management and structured business processes. Learn how to turn technology investments into lasting business capability, maximise return on investment and create a more resilient, efficient and Defensible Broker™ business that's ready for the future.

Course•By CPD-Go

AI Edge Roundtable Two - Technology & Procurement

Technology procurement is a business capability—not a purchasing decision. This AI Edge Roundtable brings together procurement specialists, commercial advisers and industry leaders to explore how successful organisations evaluate, compare and select technology solutions. Learn practical procurement strategies, discover how to assess vendors beyond product demonstrations, and gain the confidence to make informed technology investment decisions. Participate in a live Q&A and put your procurement questions directly to independent procurement experts.

Course•By CPD-Go

AI Edge Roundtable Three - Solution Showcase

See the latest AI fraud protection technologies in action—and learn how to evaluate them with confidence. This AI Edge Roundtable brings together leading technology providers to demonstrate how their solutions strengthen fraud prevention, identity verification and business decision-making. Compare different approaches using practical procurement frameworks, ask questions directly to solution providers, and develop the knowledge to identify the technologies that best align with your business objectives, operational needs and long-term growth.

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AI Edge Series: Finding and Winning More Clients with AI

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AI Edge Series: Scaling Your Mortgage Business with AI

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Success Pathway 1 – Build Your Mortgage Broking Business

Every successful mortgage brokerage is built on strong foundations. Success Pathway One has been carefully curated to guide you through the essential disciplines of business ownership. You'll develop a clear business strategy, strengthen your financial capability through budgeting, cashflow and forecasting, and learn to make smarter commercial decisions using business data. Throughout the pathway, you'll apply your learning with the Business Planning Worksheets Pack, designed to help you create practical plans, budgets, forecasts and performance measures for your own business. Core Members can view the workbook online as part of the course but cannot download it. Upgrade to Propel Membership to unlock a fully downloadable, fillable PDF that you can complete, save, print and revisit as your business grows.

Course•By CPD-Go

FIN 101 - Core Financial Concepts

This micro-learning session equips you with key financial concepts: revenue, profit, expenses, and working capital. you will learn how to maximize income through diversification while implementing strategies to improve profitability by managing costs and focusing on high-margin activities. Practical tips on tracking and controlling expenses ensure a lean, efficient business model. This session also highlights the importance of working capital for maintaining financial stability. You will gain insights into cash flow management, forecasting, and strategic planning to ensure they can meet short-term obligations and sustain long-term growth. By applying these principles, you can build a more profitable and resilient business.

Course•By CPD-Go

FIN 102 - Financial Challenges Faced by Mortgage Brokers

Stay ahead of the cash flow curve. You’ll learn: Strategies for irregular income and delayed payments Budgeting methods that protect cash flow How to prepare for downturns and regulatory changes Smart ways to build buffers and use insurance Outcome: Strengthen your resilience and keep your business stable through ups and downs.

Course•By CPD-Go

FIN 103 - Cashflow Managment across the Lifecycle of a Mortgage Broking Business

This audio presentation explores cash flow management across the different stages of a business, from startup to growth. Listeners will learn how to manage inflows such as commissions and partnerships while controlling major outflows like licensing fees, marketing expenses, and staffing costs. The session covers strategies to overcome common cash flow challenges, including delayed payments, seasonal fluctuations, and high upfront costs, with practical solutions such as diversified revenue streams and cash flow forecasting. By applying these insights, business owners can ensure financial stability, optimize operations, and position their business for long-term success.

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FIN 104 - Understanding and Mastering Cash Flow

This audio presentation explores the importance of cashflow statements and how they can be used to maintain financial stability and drive business growth. Listeners will learn how to track and categorise cashflow across operating, investing, and financing activities, ensuring they can anticipate income fluctuations and manage expenses effectively. The session also covers strategies for forecasting cashflow, optimising resource allocation, and using financial tools to enhance decision-making. By mastering these concepts, business owners can strengthen their business resilience, secure funding opportunities, and position themselves for long-term success.

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FIN 105 - Understanding Inflows and Outflows

This podcast explores the fundamentals of managing inflows and outflows in a mortgage broking business to maintain financial stability. Listeners will learn how to track key inflows, such as commissions, referral fees, and alternative income streams, while effectively managing outflows like operational costs, licensing fees, and marketing expenses. The session highlights strategies to smooth out cash flow fluctuations, avoid financial shortfalls, and reinvest surplus funds for business growth. By mastering these concepts, mortgage brokers can optimize their financial management, ensure sustainability, and position themselves for long-term success.

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FIN 201 - Budgeting and Forecasting

This audio presentation provides essential knowledge on budgeting and forecasting to ensure financial stability and business growth. Listeners will learn how to estimate revenue, manage expenses, and allocate resources effectively while maintaining a contingency fund for unexpected costs. The session also covers forecasting techniques to anticipate market trends, plan for seasonal fluctuations, and make data-driven financial decisions. By mastering these financial tools, listeners can improve cashflow management, enhance profitability, and build a resilient business.

Course•By CPD-Go

FIN 202 - Mastering Financial and Operational Projections

This audio session provides mortgage brokers with a comprehensive guide to mastering financial projections and refining forecasting techniques to drive business success. Listeners will learn how to estimate revenue, forecast expenses, and create profit and loss statements while incorporating market trends and external factors. The session also covers scenario planning, break-even analysis, and key performance indicators to enhance decision-making and strategic growth. By applying these insights, listeners can improve cashflow management, set realistic goals, and adapt to industry changes with confidence.

Course•By CPD-Go

FIN 203 - Measuring and Improving Financial Performance

This audio session provides mortgage brokers with essential strategies for mastering financial projections and refining forecasting techniques. Listeners will learn how to estimate revenue, forecast expenses, and create profit and loss statements while incorporating key market trends and external factors. The session also covers scenario planning, break-even analysis, and key performance indicators to improve financial decision-making and business sustainability. By applying these insights, listeners can enhance cashflow management, set realistic goals, and confidently adapt to changes in the industry.

Course•By CPD-Go

FIN 204 - Understanding and Interpreting a Profit and Loss

Learn how to confidently read and interpret a Profit and Loss statement to better understand the financial performance of a mortgage broking business. You’ll explore key areas including revenue, operating expenses, gross and net profit, break-even analysis and profitability margins, and learn how to identify financial trends, control costs and make more informed business decisions. The course also examines how profits can be strategically reinvested to support sustainable business growth.

Course•By CPD-Go

FIN 502 - Financial Management for Scaling

In this course, you will learn how to manage the financial challenges that come with scaling a mortgage broking business. You will explore practical strategies for maintaining healthy cash flow, building financial reserves and securing appropriate funding to support growth. You will also learn how to use financial forecasting, revenue and expense projections, and scenario planning to anticipate risks, allocate resources effectively and make confident financial decisions as your business expands.

Course•By CPD-Go

BMA 101 - Understanding the Principles of Time Management

This audio session provides listeners with essential time management strategies to improve efficiency and work-life balance. Listeners will learn key techniques such as prioritization, task batching, and goal setting, along with practical tools like time-blocking, project management software, and automation. The session also addresses common productivity challenges, including distractions, overcommitment, and procrastination, offering actionable solutions to stay focused and organized. By applying these principles, listeners can enhance client service, reduce stress, and build a more sustainable and rewarding career.

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BMA 102 - Time Management Frameworks to Enhance Productivity

This audio session explores essential time management frameworks tailored to enhance productivity and reduce stress. Listeners will learn how to apply the Pomodoro Technique for focused work sessions, Time Blocking to structure their day effectively, and the Eisenhower Matrix to prioritize tasks based on urgency and importance. The session also provides practical strategies for integrating these techniques into daily workflows, leveraging technology, and maintaining flexibility for client needs. By mastering these time management methods, listeners can improve efficiency, enhance client service, and create a more balanced and sustainable work routine.

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BMA 103 - Using Digital Tools to Support Time Management and Boost Productivity

This audio session explores how listeners can leverage digital tools to enhance time management and productivity. Listeners will learn how to use platforms like Trello for task management, Asana for workflow organization, Slack for streamlined communication, and Google Calendar for efficient scheduling. The session also covers automation and integration strategies, demonstrating how tools like Zapier and Trello’s Butler feature can reduce repetitive tasks and improve efficiency. By implementing these digital solutions, listeners can better manage their workload, enhance collaboration, and focus on growing their business while maintaining a balanced workflow.

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BMA 104 - Creating a Personalized Productivity System

This audio session guides listeners in creating a personalized productivity system to improve efficiency and work-life balance. Listeners will learn how to identify their unique productivity style, set SMART goals, and integrate digital tools like task managers and calendars with physical methods such as to-do lists and time-blocking. The session also explores prioritization techniques, including the Eisenhower Matrix and the Pareto Principle, alongside strategies for tracking progress and refining workflows. By implementing these tailored approaches, listeners can optimize their time, reduce stress, and enhance client service while achieving long-term business success.

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BMA 105 - Maximising Team Productivity Through Collaboration and Communication Tools

This audio session explores how to maximise team productivity through effective collaboration and communication tools. Listeners will learn how to leverage platforms like Zoom, Microsoft Teams, and shared document systems to streamline workflows, enhance teamwork, and improve efficiency. The session also covers best practices for clear communication, including setting expectations, choosing the right channels, and implementing regular check-ins to keep teams aligned and accountable. By adopting these strategies, business teams can reduce errors, meet deadlines more effectively, and create a more cohesive, high-performing work environment.

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BMA 201 - Introduction to Business Planning

This audio session introduces listeners to the fundamentals of business planning, emphasising its role as a strategic roadmap for long-term success. Listeners will learn how to structure a comprehensive business plan, including key components such as: market analysis, financial planning, and SMART goal setting. The session also covers strategies for identifying target clients, managing finances effectively, and adapting to industry changes through regular business plan reviews. By applying these principles, listeners can build a sustainable, competitive business that thrives in an evolving market.

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BMA 202 - Do's and Don'ts of Business Planning

This audio session explores the do’s and don’ts of business planning, providing practical insights to create a strong, sustainable business strategy. Listeners will learn the key do’s, such as setting clear goals, conducting thorough market research, and regularly reviewing and updating their business plan to stay competitive. The session also highlights common mistakes to avoid, including neglecting financial planning, failing to identify a target market, and creating a rigid plan that doesn’t adapt to industry changes. By following these best practices, listeners can build a resilient, growth-focused business that meets both client needs and regulatory requirements.

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BMA 203 - Creating effective SMART Goals

This audio session provides listeners with a step-by-step guide to creating effective, achievable, and actionable SMART goals. Listeners will learn how to set Specific, Measurable, Achievable, Relevant, and Time-bound goals to drive business success and personal growth. The session covers practical examples, common pitfalls to avoid, and strategies for tracking progress to ensure continuous improvement. By applying the SMART framework, listeners can create clear objectives, stay focused, and achieve meaningful results in their careers.

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BMA 204 - Effective Market Analysis and Opportunity Assessment

This audio session explores effective market analysis and opportunity assessment and provided key strategies for identifying and capitalising on market trends. Listeners will learn how to analyse industry data, assess competitor positioning, and understand client demographics to refine their business strategies. The session also covers techniques for spotting new opportunities, such as emerging loan products, underserved customer segments, and shifts in economic conditions. By mastering these skills, listeners can make informed decisions, enhance their competitive edge, and position their business for long-term growth.

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BMA 205 - Developing and Monitoring KPI’s for Growth and Success

This audio session explores the importance of Key Performance Indicators (KPIs) in driving growth and success. Listeners will learn how to develop effective, measurable KPIs, integrate them into daily operations, and monitor progress using tools like CRM systems and visual dashboards. The session also covers strategies for adapting business plans based on KPI insights, ensuring brokers can adjust to market shifts and optimize performance. By applying these techniques, listeners can track success, make data-driven decisions, and build a more sustainable and profitable business.

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BMA 302 - The Importance of Scaling Your Business

In this course, you will learn why scaling is essential to the long-term success of a mortgage broking business and how strategic growth can help you remain competitive in an evolving market. You will explore how automation, delegation and improved processes can increase capacity and productivity, while expanding services and revenue streams can strengthen financial stability. You will also learn how scaling can improve the client experience, reduce the risks of business stagnation and create a more sustainable and valuable business for the future.

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BMA 304 - Building a Scalable Business Model

In this course, you will learn how to build a scalable mortgage broking business that can grow without compromising efficiency or client service. You will explore how automation, CRM systems, delegation and outsourcing can streamline operations and reduce your reliance on manual processes. You will also learn how to develop a strong business structure through a clear value proposition, strategic partnerships, team development and diversified revenue streams, creating a more efficient and sustainable foundation for long-term growth.

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BMA 305 - Automation for Scaling

In this course, you will learn how to use automation to scale your mortgage broking business without increasing your workload or compromising client service. You will explore how to automate key processes including client onboarding, document management, communications and lead nurturing, while using tools such as CRM systems and workflow automation to improve efficiency. You will also learn how to identify the right processes to automate, select suitable technology and implement automation strategically to support sustainable business growth.

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BMA 404 - Enhancing Client Experience for Scalable Growth

In this course, you will learn how to enhance the client experience to support scalable, referral-driven growth in your mortgage broking business. You will explore how to standardise key service processes while maintaining a personalised client experience, use CRM systems and automation to improve communication, and gather meaningful client feedback to continuously improve your service. You will also learn how to track referrals and build greater client trust, satisfaction and loyalty to generate repeat business and sustainable growth.

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BMA 501 - Effective Leadership for Scaling

In this course, you will learn how to develop the leadership skills and mindset required to successfully scale a growing business. You will explore how resilience, adaptability, self-awareness and effective decision-making can help you lead through periods of change and growth. You will also learn strategies for delegation, managing and empowering expanding teams, maintaining a strong company culture and avoiding common leadership pitfalls that can hinder sustainable growth.

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DAT 101 - Introduction to Data-Driven Decisioning

This session introduces listeners to the power of data-driven decision-making, demonstrating how facts and analytics can replace intuition to improve business outcomes. Listeners will learn about the benefits of leveraging client data, market trends, and operational metrics to enhance efficiency, target the right clients, and refine marketing strategies. The session also explores essential tools like CRM systems, business intelligence platforms, and social media analytics, helping brokers collect, analyse, and act on valuable insights. By the end, listeners will have a clear framework for integrating data into their decision-making processes, leading to stronger client relationships, increased profitability, and a competitive edge in the industry.

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DAT 102 - Harnessing the Power of Quantitative and Qualitative Data

This session explores how listeners can harness the power of both quantitative and qualitative data to enhance decision-making and client relationships. Listeners will learn how numerical data, such as credit scores and loan amount, provides precise financial insights, while qualitative data, like client motivations and feedback, adds depth and context. The presentation covers practical tools and techniques, including spreadsheets, CRM systems, and thematic analysis, to effectively collect and analyse these data types. By the end, brokers will understand how integrating these insights leads to better loan recommendations, improved business strategies, and stronger client trust.

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DAT 103 - Understanding and Managing Outliers within Qualitative and Quantitative Data

This session explores how listeners can identify, manage, and leverage outliers in both quantitative and qualitative data to improve decision-making. Listeners will learn how outliers—unusual data points—can impact financial analysis, client insights, and regulatory compliance if left unaddressed. The session introduces practical tools such as box plots, Z-scores, and natural language processing for detecting anomalies, along with strategies for handling them, including removal, transformation, or separate analysis. By the end, listeners will understand how proper data cleansing enhances accuracy, strengthens client relationships, and drives better business outcomes.

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DAT 104 - Advanced Quantitative Analysis for Businesses

This session explores advanced quantitative analysis techniques that you can use to evaluate business performance, forecast trends, and identify opportunities for growth. Listeners will learn how to track key metrics such as lead conversion rates, cost per settlement, and client retention to improve decision-making and operational efficiency. The session also covers strategies for leveraging data to optimize lead sources, expand into new markets, and mitigate risks like rising costs or declining retention rates. By the end, listeners will have a clear framework for integrating data-driven strategies into their daily operations to drive profitability and long-term success.

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DAT 105 - Advanced Thematic Analysis of Qualitative Data

This session explores advanced thematic analysis, helping listeners extract meaningful insights from qualitative data to refine business strategies and enhance client satisfaction. Listeners will learn how to identify patterns in client feedback, staff input, and market trends using structured coding and grouping techniques. The session covers practical applications, such as improving communication, refining marketing strategies, and strengthening referral partnerships, to drive business growth. By the end, listeners will understand how to apply thematic analysis to make informed decisions, anticipate market shifts, and deliver a superior client experience.

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SAL 101 - Sales Fundamentals

This session provides listeners with essential sales fundamentals, covering product knowledge, client targeting, and effective sales techniques. Listeners will learn how to match products and features to diverse client needs while using consultative and value-based selling to build trust and close deals. The session also explores strategies for handling objections, conducting thorough needs assessments, and maintaining long-term client relationships to drive referrals and repeat business. By the end, you will be equipped with practical tools to enhance client engagement, refine their sales approach, and succeed in Australia's competitive market.

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SAL 102 - Managing Client Relationships and Expectations

This session explores key strategies for managing client relationships and expectations helping to build trust and enhance customer satisfaction. Listeners will learn how to establish strong relationships through clear communication, proactive updates, and personalized service while effectively managing client expectations about loan timelines, conditions, and challenges. The session also covers techniques for handling objections with empathy and problem-solving, as well as leveraging CRM tools to streamline client interactions and follow-ups. By the end, brokers will be equipped with practical skills to strengthen client relationships, improve retention, and drive referrals for long-term business success.

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SAL 103 - Sales Conversion Techniques

This session explores key strategies for managing client relationships and expectations helping to build trust and enhance customer satisfaction. Listeners will learn how to establish strong relationships through clear communication, proactive updates, and personalized service while effectively managing client expectations about loan timelines, conditions, and challenges. The session also covers techniques for handling objections with empathy and problem-solving, as well as leveraging CRM tools to streamline client interactions and follow-ups. By the end, brokers will be equipped with practical skills to strengthen client relationships, improve retention, and drive referrals for long-term business success.

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SAL 104 - Understanding the Sales Funnel Concept

This session introduces the sales funnel concept, a structured approach to attracting, nurturing, and converting leads into long-term clients. Listeners will learn how to guide prospects through the four key funnel stages—Awareness, Interest, Decision, and Action—using marketing strategies, trust-building techniques, and clear communication. The session also covers methods to optimise the sales funnel, including tracking key metrics, refining messaging, and leveraging automation for efficiency. By the end, you will have a practical framework to enhance lead conversion, strengthen client relationships, and drive business growth.

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SAL 105 - Strategies to Address Bottlenecks in Sales Funnels

This session provides business people with practical strategies to identify and eliminate bottlenecks in their sales funnels, improving efficiency and client satisfaction. Listeners will learn how to diagnose delays caused by internal inefficiencies, client-related challenges, and external factors like lender turnaround times and regulatory changes. The session covers actionable solutions, including automation, streamlined document collection, improved team collaboration, and proactive client communication. By the end, listeners will have a clear roadmap to optimise their sales processes, increase conversion rates, and maintain a smooth, high-performing funnel.

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SAL 201- Optimising the Decision-Making Stage of the Sales Funnel

This session focuses on optimising the decision-making stage of the sales funnel, equipping listeners with strategies to convert hesitant leads into committed clients. Listeners will learn how to build trust through social proof, overcome objections, and use special incentives to create urgency. The session also covers the importance of clear calls to action, ensuring prospects know exactly how to move forward with confidence. By the end, listeners will have a structured approach to guiding clients through their final decision, increasing conversions and strengthening long-term business relationships.

Course•By CPD-Go