AGENDA


 

 

TIMELOCATIONACTIVITY
2:15 PM MAIN STAGE
Opening remarks by host Lawrence Mooney
2:20 PM MAIN STAGE
MFAA Young Gun of the Year (Franchise)

In this panel, Australia’s leading new franchise brokers will share their award-winning business development and customer success strategies.

  • Award-winning customer success strategies
  • Achieving strong conversion rates without years of experience
  • Building your branding, networking, relationship building and customer service strategies
  • Cultivating strong relationships with BDMs, assessors, and lenders

 

Moderated by

2:50 PM MAIN STAGE
La Trobe Financial Broker of the Year – Commercial

In this panel, Australia’s most successful commercial brokers will share insight into their business strategies. They will discuss their approaches to customer service, relationship-building and structuring complex commercial deals.  

  • Dealing with complex deals involving multiple assets and ownership structures
  • Building long-term relationships with banks and non-bank lenders
  • Strategies for delivering great outcomes for commercial clients
  • Providing a private banking experience with access to high level advice and strategy
  • Increasing the number of unpaid referrals through customer service excellence
  • What are the current challenges facing the commercial sector?
  • Insights on how to overcome current market challenges

 

Moderated by

3:20 PM MAIN STAGE
Pepper Money Broker of the Year - Specialist Lending

This roundtable will feature Australia’s top specialist brokers, discussing their success strategies for strengthening client and lender relationships to help their clients to survive and thrive during 2020.

  • Adapting to the changing environment of broking
  • Meeting a diverse range of clients with bespoke lending needs
  • Award-winning strategies for identifying the correct product solutions
  • Packaging and processing loans to maximize their success in approval and settlement
  • Finding and pitching creative out-of-the-box strategies to help your client to succeed

 

Moderated by

3:50 PM MAIN STAGE
Bankwest Best Aggregator BDM

In this thought-provoking panel, Australia’s top aggregator BDMs will discuss business growth and marketing strategies, as well as compliance and people management programs.

  • Award-winning strategies for business growth and workflow processes
  • How to get the best ROI from your marketing investment
  • The key to establishing solid and enduring partnerships
  • Best practices in home loan escalation, pricing and settlement
  • How to guide and train people to fulfil their potential
  • Successful compliance strategies to help you to succeed in 2020

 

Moderated by

Bankwest Logo Digital
4:20 PM MAIN STAGE
Commonwealth Bank of Australia Brokerage of the Year - (>20 staff)

This panel will feature the directors of Australia’s leading brokerages sharing their insight into successful business strategies. Find out how the top brokerages are increasing settlement volumes while maintaining customer service standards and compliance.

  • Award-winning strategies to build your business and drive growth
  • Processes and procedures to capture comprehensive data from clients
  • How to get your applications approved on first submission
  • Tips for achieving approvals from lenders within 24-48 hours
  • How to improve the customer journey and experience
  • Strategies for identifying cross-sell and referral opportunities

 

Moderated by

5:00 PM MAIN STAGE
Virtual Awards

(Please note below order is not the order the Awards will be announced on the night.)

 

Broker Awards

La Trobe Broker of the Year - Commercial

FBAA Broker of the Year - Independent

Pepper Money Broker of the Year - Specialist Lending

Broker of the Year - Productivity

Broker of the Year - Regional

MFAA Young Gun of the Year (Franchise)

Adelaide Bank Young Gun of the Year (Independent)

 

Brokerage Awards

Brokerage of the Year - Diversification

Brokerage of the Year (1-5 staff)

Brokerage of the Year (6-20 staff)

CBA Brokerage of the Year (>20 staff)

Brokerage of the Year - Regional

NextGen.Net New Brokerage of the Year

BOQ Broker Best Customer Service from an Individual Office

Most Effective Digital Strategy - Brokerage

 

Industry Awards

Best Industry Marketing Campaign

Best Industry Service

 

Aggregator Awards

Aggregator of the Year (Up to 500 brokers)

Aggregator of the Year (Over 500 brokers)

 

BDM Awards

Bankwest Best Aggregator BDM

Best Major Bank BDM

Best Non-Major Bank BDM

Mortgage Choice Best Non-Bank BDM

 

Lender Awards

Bank of the Year

Non-Bank of the Year

Loan Services Team of the Year

Most Effective Digital Strategy - Lender

Fintech Lender of the Year

 

National Awards

Westpac Australian Broker of the Year

Australian Brokerage of the Year

 

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