CPD points from the FBAA & MFAA are awarded for attending. These
Note: All times are Australian Eastern Daylight Time. Event codes for CPD points are emailed to you the following day via a follow-up email from Zoom.
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CashDeck Credit Ready - General Overview
This training session covers everything you need. From setting up your account with the correct branding to getting your client through the process and reviewing their living expenses report.
Click HERE to register.
Running time: approx. 45 minutes.
FBAA 1.0 CPD Points.
MFAA 0.75 CPD Points.
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Working with Living Expense Reports
Living expense reports are an excellent tool to help you get a birds-eye view of your clients' categorised living expenses.
We have also developed a bunch of tools that allow the report to be tailored and adjusted. This includes removing accounts, linking multiple requests into a single report, or switching the report to suit various lenders like CBA or NAB in a few clicks.
Click HERE to register.
Running time: approx 45 minutes.
FBAA 1.0 CPD Points.
MFAA 0.75 CPD Points.
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Helping your clients feel comfortable with CashDeck
CashDeck is a safe, secure and efficient way for your clients to provide you with their bank account data. We also help you meet your reasonable inquiry obligations detailed in the NCCP Act 2009 - sect 117.
Most of your clients won't have any concerns—but for those who do, this webinar will provide you with some information that might be helpful when managing client queries.
Click HERE to register.
Running time: 45 minutes.
FBAA 1.0 CPD Points.
MFAA 0.75 CPD Points.
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Using CashDeck's Mercury Integration
Connective brokers using Mercury should join this session. We cover a bunch of Connective specifics such as billing, creating an account and requesting statements from your client. Essentially the same as the General Webinar, so no need to register for both.
Click here to register.
Running time: 45 minutes.
Available CPD Points.
FBAA 1.0
MFAA 0.75