Looking to get the most out of BrokerEngine and streamline your processes? Our Customer Success team is here to help! We’re excited to offer twice-daily, live feature-focused sessions designed to complement our online learning modules and provide hands-on guidance for key features of BrokerEngine. These interactive sessions are perfect for brokers and their teams, whether you’re just getting started or looking to level up your expertise.
Session Details
Registration: Click here to view the schedule and register
Format: Zoom Webinar, live, and interactive
Duration: 45-60 minutes
Who Should Attend: All users are welcome to attend as often as you like
Why Attend These Sessions?
Live Interaction: Engage directly with our experts and get answers to your specific questions in real time.
Practical Demonstrations: See the features in action and learn how to apply them to your workflow.
Tailored to You: Designed to address common challenges brokers face, helping you save time and improve efficiency.
Stay Up to Date: Keep pace with the latest updates and best practices to ensure you’re leveraging the full potential of BrokerEngine.
CPD Points: Earn CPD points with each session you attend.
What’s Covered?
Our sessions are focused on the following key features:
FinanceVault
Learn how to streamline document collection with ease, ensuring all necessary files are organized and accessible in one place.Strategy
Dive into funding and proposals, mastering how to create strategic plans that wow your clients and help you close deals faster.Workflows
Simplify task and checklist management with tools that keep your entire team aligned and efficient.BrokerEngine Plus
Covering the 4 essentials steps (Fact Find, Product Selection, Lodgement Funding & Credit Proposal) to lodge deals directly to Apply Online within BrokerEngine.Reviews
Elevate client retention with our automated review process in BrokerEngine
How to Join
Joining a session is easy! Simply click here to view the schedule and register for the session that works best for you. You can attend as many sessions as you’d like—there’s no limit!
Enhance Your Learning
These sessions are designed to complement our online learning modules. By combining self-paced learning with live, expert-led sessions, you’ll gain a deeper understanding of BrokerEngine and how to use it effectively in your day-to-day operations.
Don’t Miss Out!
Whether you’re looking to solve a specific problem or simply want to ensure you’re using BrokerEngine to its fullest potential, these feature-focused sessions are a must-attend. Empower your team, enhance your processes, and take your business to the next level.