Overview
This is the recording of our second session in a fortnightly series designed to help BrokerEngine users reduce rework and get more loans approved on first submission (one touch).
This practical session focuses on simple, repeatable actions you can implement in BrokerEngine today.
Led by Paul Kusli (25+ years in financial services, former broker and BrokerEngine power user), you’ll learn how to:
- Harness the power of tasks, checklists and automation to prevent common MIRs and avoidable conditionals
- Understand when to use static vs dynamic checklists
- Automate emails for efficiency gains
- Review the default workflow
- Make simple workflow tweaks that improve handovers, timing, and accountability
CPD Points – Important Information
If you would like your CPD point(s) applied, you must watch the webinar through our LMS.
Watching the recording via the link on this page will not automatically allocate CPD points.
To receive CPD credit:
- From within BrokerEngine click on 'More' > 'Learning Management System'
- Click on 'Learning Library'
3. Search 'webinar' in the search bar and select the course you would like to complete
Webinar Recording
Alternatively, if you just want quick access to watch the recording and are not concerned with receiving a CPD point, you can watch it here:
Project 80 Spreadsheet:
Project 80 Tracking Spreadsheet - DOWNLOAD HERE