Your BDMs shouldn't be a free helpdesk for brokers.

When your product is complex, every broker needs it explained. Then explained again, so they can explain it to the customer. We rebuild your product, your policy and the unwritten rules your credit team works by as broker training and tools. Brokers arrive ready. Your BDMs work on deals.

Book a 30-minute call See the results

What is broker hand-holding costing you? Change the numbers.

We have BDMs, each spending hours a week explaining product and policy to brokers. Their time is worth about an hour.

$129,600

a year of senior time on work a system could carry.

864 hours a year
about 23 full-time weeks
48 working weeks

A SCALE Blueprint is $6,000 + GST. With your numbers, that's about 11 working days of what the bottleneck already costs you.

Book a 30-minute call

Sound familiar?

Growth lands on the same few desks.

Your BDMs answer the same questions every week."Can we go higher on this security?" "How does serviceability work for a trust?" Good questions. Asked a hundred times.
Brokers ring to have the thinking done for them.If the policy takes effort to find, they pick up the phone. Your BDM becomes the search function.
Deals arrive half-packaged.Missing documents, the wrong structure, numbers that don't work. Your credit team spends days going back and forth.
More brokers means more BDMs.You'd like to grow the network, but your BDMs are at capacity, and good ones take months to get up to speed.
The real policy lives in two people's heads.The exceptions, the red flags, the "we'd do it if…". If one of them leaves, deals slow down.
Then someone explains it to the customer.After approval, your team walks each borrower through what the product means for them. Again.

It's all written down.
Nobody reads it with a borrower on the phone.

The criteria spreadsheet, out of date the next time policy moves.
The credit policy PDF on the broker portal, read cover to cover by nobody.
The product webinar, recorded once and watched by a handful of brokers.

None of it is wasted. It's what we start from, and you don't need to tidy any of it first.

The fix

Brokers learn it once. Your BDMs keep the deals.

Flip the switch: everything on the left starts on your BDMs' desks today.

The system teaches it

The foundations, learned once, properly, without anyone on a call.

A tool handles it

The routine checks and admin that follow your rules every time.

Your expert keeps it

The judgement calls that genuinely need experience.

What we build for lenders

Your policy, turned into things brokers can use at 9pm.

What brokers do on their own

Broker accreditationYour product and policy, taught through real scenarios, with a check that brokers understand it before they're accredited.
Scenario practiceBrokers test realistic borrower situations against your criteria and see what you'd say, before they pick up the phone.
Calculators and checklistsThe numbers and the document list for each loan type, worked out with your rules. Your credit team signs off every rule before launch.
Customer educationA separate path that walks borrowers through what the product means for them, without your team on the call.

What your BDMs keep

Deals that already fitConversations about structure and pricing, not product orientation.
The exceptionsThe judgement calls that genuinely need an experienced person.
The relationshipsTime with the brokers who write the most business.

Behind it, accreditation, access and onboarding run on their own.

How it works with lenders

Five stages, built around your credit team.

01 / 05 · Strategise

Put a number on it.

BDM hours, broker volume, the back-and-forth on poorly packaged deals. Then we map what brokers can learn on their own and what needs your BDMs.

You receiveYour SCALE Blueprint, with a fixed quote for the build.
02 / 05 · Capture

"It says this. What do you actually do?"

We work through your policy, product sheets and the questions brokers actually ask. Then we sit down with your credit lead and senior BDM, with your own policy in front of them.

You sign offThe content gap report and a content-freeze date.
03 / 05 · Architect

See it before it's built.

You approve the design before anything is built.

You sign offThe design. It locks the build scope.
04 / 05 · Launch

Tested by brokers you trust.

A handful of trusted brokers use it first. We check their answers match what your credit team would decide, then roll it out.

You sign offEvery rule, then go-live.
05 / 05 · Enable

Your team runs it.

Your team learns to run it, and the platform is set up in your name.

You receiveA team that can run it without us.

Our approach, stage by stage

Proof

Lenders and brokers we've worked with.

Hours Minutes

BDM time per broker, across several 30-minute-plus conversations, HAS Loans

Up to 1 hr 15–20 min

Customer education per deal, now self-directed, HAS Loans

Hours per prospect Arrive ready

First-home buyer education taken off senior brokers, LGF Brokerage

"The biggest impact has been the man hours reduced. Hours of our BDM explaining to one broker, then at least an hour explaining to the customer, all of it reduced to minutes." Peter Comino, COO, HAS Loans

Read the HAS Loans story LGF Brokerage

Questions

What lenders usually ask.

Who's responsible for the rules in the calculators?

You are. We build your criteria in, and your credit or compliance team checks and signs off every rule before launch. When your policy changes, you tell us and we update it.

Our policy changes all the time. Won't it go out of date?

Not if your team keeps it current, and we train them to. Guides come as editable Word or PowerPoint files, so your team can update those themselves. Anyone who knows HTML can edit the eLearning; if nobody on your team does, we make updates as a quoted change.

Can it work for our customers as well as our brokers?

Yes. HAS Loans has one academy with two courses: one for brokers, and one that walks customers, after approval, through what the product means for them, without the team on the call.

How much of our credit team's time will this take?

Most of it is in Strategise and Capture. We go through your documents first, so the sessions with your credit lead are focused: they react to their own policy rather than starting from a blank page. After that it's review and sign-off at set points.

What does it cost?

Every project starts with the SCALE Blueprint: $6,000 + GST for one service. It ends with a fixed quote for the build, so you know the full price before you commit.

Ready when you are

Are your BDMs explaining more than they're structuring?

In 30 minutes we'll give you an honest read on where the time is going, and whether a system is the right fix.