Wednesday 5 June 2019

10:30am

Registration opens

11:10am

Opening remarks from the chair

11:20am

SME finance: what you need to know

  • Unsecured loans – How they work efficiently
  • A different approach to evaluating a business’s credit worthiness
  • Credit Score – the benefits to the clients. Is this a possibility?

11:50am

Specialist lending

  • The benefits to brokers diversifying into the specialist space
  • What to ask clients when assessing them for custom lending
  • Looking at the LMI/credit scoring approval process

12:20am

The benefits of commercial lending

  • Why brokers should consider diversifying into the commercial space
  • How residential brokers can break into the commercial market
  • The long-term benefits

12:50pm

Lunch Networking

1:40pm

How to add insurance to your customer value proposition

  • The importance of ensuring your customers are protected
  • How to add insurance to your customer value proposition
  • How general insurance can make the home loan process easier

2:10pm

Asset and equipment finance: what you need to know

  • How the application process works
  • Risks and losses involved in diversifying into asset and equipment finance
  • Examples and lessons learned from recent case studies
  • The infrastructure and skill set you need to succeed in the market you choose

2:40pm

Afternoon tea

3:10pm

Details tbc

3:40pm

Details tbc

4:10pm

Closing remarks and end of the event

PARTNERS