EDUCATION & ENGAGEMENT
outsource Financial’s mantra is ‘education is empowerment’ – we strongly believe in the power of education and continual development. Our training and education programs help you build a multi-faceted business and deliver quality service to your clients.
In addition to this, something we are very passionate about are our complimentary mentoring programs to all outsource Members. Our comprehensive mentoring programs are for both residential and commercial channels and are well-regarded within the industry.
New Entrant Mentoring Program
We are passionate about helping new-to-industry brokers build successful businesses, providing 2 years of structured mentoring designed to support brokers in developing the knowledge, skills, and confidence needed to thrive in the mortgage and finance industry. Endorsed by the Mortgage & Finance Association of Australia (MFAA), the program meets the industry’s recognised standards for broker development and professional growth.
Commercial Mentoring Program
Hosted by outsource Financial and facilitated by some of Australia’s leading commercial lending partners, this exclusive six-week virtual program provides a practical foundation for brokers looking to diversify into the commercial finance sector. Designed as an introduction to commercial lending, the program helps participants build the knowledge, skills, and confidence required to identify, structure, and progress commercial lending opportunities.
ASSET FINANCE Mentoring Program
Hosted by outsource Financial and delivered through a four-week virtual learning program, the Asset Finance Mentoring Program is designed to equip brokers with the confidence, capability, and practical knowledge needed to identify and capture asset finance opportunities within their existing client base. By the end of the program, brokers will be better positioned to determine whether to manage asset finance transactions directly or leverage referral opportunities.
APEX Rising Stars Program
The APEX Rising Stars Program is an exclusive professional development initiative designed to support ambitious brokers who are committed to accelerating their growth and achieving the next level of success in their business.
Developed for emerging high performers, the program brings together a select cohort of brokers to participate in a structured series of leadership, business growth, and personal development experiences.
CEO Catch Ups
Our CEO likes to keep in contact with our Members, both new and existing.
Throughout the year, Tanya will visit our states and regions, and invite members to join her and the relevant State Leadership Team for a High Tea and catch up.
Coffee EXCHANGE
Held regularly in each capital city, these sessions provide an intimate learning environment whereby Members can workshop scenarios with their dedicated BDMs from a wide range of Lenders on the outsource Financial panel.
Lender Days
Held nationally, two to three times a year, Lender Days are an excellent opportunity to build relationships with your local Lender BDMs, whilst getting an overview of niches and update of any recent changes.
Professional Development Events
outsource holds Professional Development (PD) events and series, each year delivered via face-to-face and/or virtual settings.
These sessions focus solely on business owner upskilling, professional development and strategic planning for Members, to assist in the strengthening and growth of their business’.
conference
What sets outsource Conventions apart from the rest, is an optimum balance of educational development, business skills, exciting events and free time!
outsource Financial holds a Conference biennially.
Loan Admin Mentoring Program
At outsource Financial, we recognise that it is important for support staff to have the right start in the industry. As a result, we have designed this short program to provide new-to-industry admin and loan processing staff access to the right information, the best practices and skills to help them add value to your business faster. This program typically runs a few times each year.
ieducate
Keeping true to our mantra, we offer a weekly education program designed to assist our Members to improve their business practices.
Broken down into three distinct themes; compliance best practices, technical skills and business owner upskilling, these sessions are designed as hour-long learning opportunities to enhance and further your development.
Fraud & Compliance Workshop
Each broker under outsource must attend a minimum of ONE session per year in order to stay up-to-date with the ever-changing environment of our industry.
This workshop is designed to give Members updated knowledge, legislation, processes and tools to use in order to protect them and their businesses.
Software Training
Dedicated software training and upskilling workshops are held regularly throughout the year.
These are designed to guide Members through the multiple components of our recommended software platforms and offerings.
AUSTRALIAN CREDIT LICENCE 384324