Customisable Templates for Your Brand. Our white-labeled templates allow you to personalise everything. Â
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Personalise your brand effortlessly with our templates:Â
Instagram Bundle #1
Time-Efficient Design: Simplify your content creation process with our ready-to-use templates. Dedicate more time to your clients and less time designing social media content. It's the ideal solution for a busy mortgage professional.
Instagram Bundle #2
Engage and Educate: Use story templates to share valuable mortgage insights, industry updates, and quick tips to educate your audience effectively. Simplify complex mortgage concepts into visually appealing posts that engage and inform.
Fresh Start Template Kit.Â
Launch your own Fresh Start course in your local community! This program is designed to help women get back on track financially after divorce, separation, or a life changing event.
Be the leader in your community by empowering women to take control of their financial futures with our Fresh Start course. This program offers a practical guide to support women who are going through a life changing event and to help them navigate the complexities of financial independence. This program is designed for you to implement in collaboration with:
- A financial planner
- A family lawyer
- A life or divorce coach
The aim is to provide comprehensive support for financially disadvantaged women, creating a safe environment for them to ask questions and seek guidance.
PURCHASE NOW $97
DONE-FOR-YOU Templates
Customisable Templates for Your Brand. Our white-labeled templates allow you to personalize everything. Â
INCLUDES:
- Templates for client emails, lender notes, explanations of policies for home loan submissions and rationale for product recommendations to help meet your BID obligations.
- Our masterclasses and mini course templates provide you with the knowledge and tools needed to host successful events.
- Social Media and done-for you marketing templates ready to brand your own!
- Access to our little black book of recommended suppliers to make your event planning, branded merchandise and collateral process even easier to coordinate.
Broker Business Templates
The essential broker business template bundle.Â
The hard work’s been done!
The Broker Business Template bundle offers more than 30 fully customisable templates tailored for mortgage brokers to download. These templates aim to streamline company messaging and elevate professional branding. They cater to various client requirements, such as business welcome packs, savings charts, first home buyer and refinance guides, banking terminology, and informative fact sheets – providing everything you need to educate your clients and showcase your expertise in a polished and professional manner!
INCLUDES:
- More than 30 INSTANT CANVA DOWNLOADABLE templates (you must have either a free or pro account)
- BRAND YOUR OWN
- CUSTOMISE WITH YOUR COLOURS
- CHANGE THE CONTENT (If you like)
Mortgage Broker Canva Templates! First Home Buyer Masterclass
The ultimate first home buyer masterclass templates for mortgage brokers to promote and present to the market!
The hard work’s been done!
We’ve created a first home buyer masterclass template for any broker in Australia to deliver to their clients to help educate, empower and build a strong reputation and brand within their community.
The Broker Biz Plan 2025 is like a secret weapon just for mortgage brokers! It's all about diving headfirst into knowing your peeps, sizing up where you're at now, planning out your yearly goals, and cooking up a masterplan to smash those targets!
GRAB OUR FREEBIE
Free Broker Hacks Guide
Your complete list of tips, tools and resources I have tried and tested over the years which have helped me streamline my business, saving me time and reducing stress in my life (both broking and personal).
DISCOVERY CALLÂ
Book a one hour discovery call with Katherine. This meeting is ideal for anyone looking for advice and feedback or wanting to know more about the industry, broking or career trajectory within the finance world.
BOOK A TIME WITH KATHERINE
