Mini Professional Development Day
MAXIMUM Impact
Vision Aggregation’s PD Day
Our Professional Development Day is designed to inspire growth, collaboration, and innovation in the mortgage industry. We’re blending fast-paced learning with practical application. Through engaging speed dating-style sessions, presentations, and a panel discussion on Business Efficiency, you’ll quickly gain key industry insights and learn new skills that you can easily implement into your business.
Our Mini Professional Development Day aims to be a welcoming space for collaboration, networking and knowledge-sharing. We look forward to seeing you there!
Mini PD Day Agenda
| Arrive | 12.30 - 1.00 | - |
We will commence at 1.00pm sharp. |
| Speed Dating | 1.00 – 2.30 |
Vision Property Investments La Trobe Pepper money ANZ Platform Finance Uptain Bendigo Bank Macquarie Bank |
Brokers will visit every station for a 10 minute update from each presenter |
| The common issues & tips/tricks | 2.30 - 3.00 | Guy Dixon - WBP Group | Valuations |
| Compliance | 3.00 - 3.30 | Andrew Preston - Finsure | Verification methods |
| Panel Discussion | 3.30 -4.00 |
Pooja Patil - Xpert Mortgages Javier Zhou - Advantage U Amit Gupta - EXL Financial Services |
Business Efficiencies & Marketing |
Speed-Dating – Learn
Experience a fast-paced, informative session where you'll meet with leading lenders in 8 dynamic 10-minute segments.
Engage directly with lender BDMs to get timely updates, gain valuable insights, and learn new tactics in a quick and exciting format. You'll strengthen relationships, expand your knowledge base, and uncover opportunities that can enhance your service offerings and benefit your clients.
Valuations: The common issues & tips/tricks
Property valuations play a critical role in the lending process, yet they often present challenges for both brokers and clients. In this session, we’ll explore the most common valuation issues that can impact loan approvals and settlements. Learn practical tips and tricks to navigate valuation roadblocks, set client expectations, and work proactively with lenders and valuers to achieve the best outcomes.
Compliance: Verifications
Andrew Preston, Compliance Manager at Finsure will outline the verification process. Verifications are a brokers obligation under the NCCP and a requirement by your Licensee. It is important to understand the levels of verification required when facilitating home loans for your clients.
Panel: Business Efficiencies & Marketing
In this insightful panel, three Vision brokers will share firsthand experiences on implementing effective business operations for maximum efficiency. You'll discover practical strategies they've used to overcome challenges and sustain success in a competitive market. This session offers invaluable lessons to help you refine your own approach, attract more clients, and develop sustainable winning strategies for success.
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