Weekly Kath's Credit Crunch 20th Jan 2025 🌟

1. No Big Policy Changes This Week

It’s been a quiet week for lender updates (thank goodness!), especially after the flurry of changes last week. 

2. Getting the Most Out of Your Membership
I’ve been chatting with some of you, and it turns out there are a few hidden gems in The Brokers' Bible that might not be on your radar yet. Here’s a quick guide:

• BrokerChat AI: My absolute favorite feature! Use natural language (like you’re chatting with me) to ask about lender policies. Just remember it’s not a keyword search tool—use the dashboard for that.
• Scenario Modules: Need help with something tricky, like Company and Trust Borrowers? We’ve got you covered with training videos, downloadable guides, and even tips on what questions to ask clients upfront.
• Bookmark Your Favorites: Found a policy, tool or guide you love? Bookmark it so it’s always at your fingertips. Trust me, it’s a lifesaver!

3. The Best of Both Worlds: AI + Human Expertise
As you’ve probably seen, the AI in BrokerChat.ai is amazing at giving you quick, reliable answers. But when you combine it with the expertly curated lending modules—designed by me with over 20 years of experience—you’re getting the ultimate support package. This combo helps you show up as the expert your clients need and puts you in the best possible position to deliver amazing results. Plus, remember, as a member, you can always use our dedicated email address for extra help whenever you need it!

4. Let’s Talk Events & Webinars

• BDM Besties Brunch (Victoria): February 26th. A gorgeous brunch with a small group of BDMs for learning, networking, and a little fun. Spots are super limited, so get in quick  here! 
• Webinars Are Back: Starting February 18th. Join via THIS LINK
• Industry Happenings: MFAA and FBAA events, PD days, and training sessions are all firing up in February as well as  IWD Events. There’s something for everyone!

NEW BROKER TEMPLATES

Introducing the Lunch and Learn Downloadable Pack with you. What started as a simple template pack turned into something much bigger—over 100 templates/ designs for you to choose  from, ready to rebrand your own.  This template pack focuses on helping your clients invest in property and  includes  a number of  LMI waiver programs, to deliver into the workplace and educate your target market.  

The best part? It’s super affordable at just $97 + GST. You can download it instantly, rebrand it, and start using it straight away. Everything is done for you!

Running events like this was something I did when I was broking with Property Before Prada. It helped me:

• Build real connections with other businesses.
• Be seen as the expert mortgage broker in my community.
• Meet potential clients by speaking to groups instead of one-on-one.

Focusing on a specific niche or industry made a huge difference for me, and I’ve built that same strategy into this pack. It’s a great way to grow your reputation and generate leads, and it’s something you can easily add to your plan for 2025.

I know this works and I know this will help elevate your 2025 business year and help you achieve your goals!

Download HERE

As always, I’m here to help. If you’re stuck on a scenario or need a sanity check, drop me an email anytime. That’s what I’m here for. (Apologies for going way over the 3 minute tour!!)

Have an amazing week ahead!

Kath👋