A hands-on session built around two real refinance scenarios, worked end to end in the tools you use every day.
Twelve people, two scenarios, one room. No slides, no theory lectures. You will work two live refinance scenarios from the discovery call through to a submission-ready recommendation, using Quickli, MyCRM, and the Brokers Bible. By the end of the day, you will have written lender notes, built a BID, and defended your lender choice to the room.
There is a small amount of pre-work below. We need you to enter two scenarios into MyCRM before you arrive so we can hit the ground running. They take about fifteen minutes each.
Come ready to work. Bring your laptop. And come hungry.
Download both scenario sheets below. Each one gives you a complete client profile. Enter them into MyCRM as a new fact find so you are ready to work the files live in the session.
A couple who think they just want a better rate. Two variable splits, no offset, and short-term debt they have not mentioned.
Open scenario sheetsA police officer with complex income, two cross-collateralised properties, and a renovation she has been told no to.
Open scenario sheetsDownload both scenario sheets and read them through
Enter each scenario into MyCRM as a new fact find with full applicant details, existing loan, property, and liabilities
For Leanne, think about the income. Her group certificate says $118,000 but the base is $96,000. What figure would you use and why?
Bring your laptop. Plenty of battery
The workbook, reference materials, and supporting documents will be available here when the session begins.
Complete your pre-work first. The session materials will appear here when we begin.