Being a great broker isn't just about knowing policy or structuring deals well. It's about running a tight ship behind the scenes so every client gets the same high-quality experience, every single time.
In The Workflow Warrior, we break down the workflows that keep a brokerage running smoothly – from the moment a client first makes contact, right through to settlement and beyond.
This course is based on the real systems we've built and refined inside MTM over many years.
You'll learn how to take the chaos out of your day, reduce errors, and create clear, repeatable processes that make life easier for you, your team, and your clients.
2026 Course Dates
Start Date: Tuesday 8 September Format: 3 x 90 minute group sessions, fortnightly Time: 1:00pm – 2:30pm AEST
Session dates:
Tuesday 8 September
Tuesday 22 September
Tuesday 6 October
Minimum 3 participants required. If numbers are too low, you'll be offered a full refund, a transfer to another course, or a place in the next Workflow Warrior intake.
—
One thing to note – this course is only worth your money if you're ready to show up, do the work, and implement what you learn. Here's what I'd like you to commit to:
Do the homework. I know you're a busy broker, so I'm not going to ask for much – but if you don't practise this stuff, you won't retain it, and you're throwing your money away.
Participate and share with the group. The more interactive the sessions are, the more fun we'll all have – and your brain will retain a lot more.
Be willing to step outside your comfort zone. Don't worry – we won't be doing any dancing or eye-gazing exercises. What I mean is, speak up and ask questions even if you think they might be dumb ones. There are no stupid questions. And when you do, you give everyone else in the group permission to do the same.
If you can commit to those three things – let's go.
This is where we dig into the more complex scenarios – structuring loans across larger property portfolios, using equity to grow, and ensuring loans are set up in a way where your clients stay in control.
We'll cover how to structure loans for tax efficiency, explore family equity and bridging loans, and unpack the many flavours of construction lending that land on your desk. You'll also get practical insight into trust lending, debt recycling strategies, and when a substitution of security actually makes sense.
Each session includes discussion, Q&A, and homework to help you implement what you've learned. Session notes are provided after each session.
One thing to note – this course is only worth your money if you're ready to show up, do the work, and implement what you learn. Here's what I'd like you to commit to:
Do the homework. I know you're a busy broker, so I'm not going to ask for much – but if you don't practise this stuff, you won't retain it, and you're throwing your money away.
Participate and share with the group. The more interactive the sessions are, the more fun we'll all have – and your brain will retain a lot more.
Be willing to step outside your comfort zone. Don't worry – we won't be doing any dancing or eye-gazing exercises. What I mean is, speak up and ask questions even if you think they might be dumb ones. There are no stupid questions. And when you do, you give everyone else in the group permission to do the same.
If you can commit to those three things – let's go.
2026 Course Dates
Start Date: Tuesday 14 July Format: 3 x 90 minute group sessions, fortnightly Time: 1:00pm – 2:30pm AEST
Session dates:
Thursday November 5
Thursday November 19
Thursday December 3
Minimum 3 participants required. If numbers are too low, you'll be offered a full refund, a transfer to another course, or a place in the next Scenario School – Level Up intake.
We’ll cover purchases, refinances, and equity releases, plus how to explain the “why” behind every recommendation so clients actually get it.
We’ll also walk through scenarios to teach you how to calculate offset savings, LMI, and learn how to work out if a rate lock is worthwhile – the kind of detail that turns you from “just another broker” into a trusted pro.
It’s about mastering the simple stuff, so you can deliver consistency, clarity, and real confidence with every deal.
2026 Course Dates
Start Date: Thursday 25 June
Format: 3 x 90 minute group sessions, fortnightly Time: 1:00pm – 2:30pm AEST
Session dates:
Thursday 25 June
Thursday 9 July
Thursday 23 July
Minimum 3 participants required. If numbers are too low, you'll be offered a full refund, a transfer to another course, or a place in the next Scenario School – Foundations intake.
—
One thing to note – this course is only worth your money if you're ready to show up, do the work, and implement what you learn. Here's what I'd like you to commit to:
Do the homework. I know you're a busy broker, so I'm not going to ask for much – but if you don't practise this stuff, you won't retain it, and you're throwing your money away.
Participate and share with the group. The more interactive the sessions are, the more fun we'll all have – and your brain will retain a lot more.
Be willing to step outside your comfort zone. Don't worry – we won't be doing any dancing or eye-gazing exercises. What I mean is, speak up and ask questions even if you think they might be dumb ones. There are no stupid questions. And when you do, you give everyone else in the group permission to do the same.
If you can commit to those three things – let's go.
Every broker has a “too hard” basket.
Those scenarios where you think, “That’s probably doable… but it’s going to be messy.” So the deal gets referred away, quietly disappears, or worse - you take it on and spend 90% of your time trying to figure it out while the rest of your clients get the scraps of your attention.
This course is about opening that basket and working through the scenarios that often intimidate brokers - SMSF lending, trust structures, and self-employed clients.
These deals aren’t impossible. They just require a deeper understanding of how lenders assess risk, how structures work, and how to ask the right questions before you start.
We’ll break down the key concepts, run through practical examples, and look at how to approach these files with confidence rather than hesitation.
Because when you understand the moving parts, these deals stop being scary - and start becoming opportunities.
2026 Course Dates
Start Date: Tuesday 3 November
Format: 3 x 90 minute group sessions, fortnightly Time: 1:00pm – 2:30pm AEST
Session dates:
Tuesday 3 November
Tuesday 17 November
Tuesday 1 December
Minimum 3 participants required. If numbers are too low, you'll be offered a full refund, a transfer to another course, or a place in the next Too Hard Basket intake.
—
One thing to note – this course is only worth your money if you're ready to show up, do the work, and implement what you learn. Here's what I'd like you to commit to:
Do the homework. I know you're a busy broker, so I'm not going to ask for much – but if you don't practise this stuff, you won't retain it, and you're throwing your money away.
Participate and share with the group. The more interactive the sessions are, the more fun we'll all have – and your brain will retain a lot more.
Be willing to step outside your comfort zone. Don't worry – we won't be doing any dancing or eye-gazing exercises. What I mean is, speak up and ask questions even if you think they might be dumb ones. There are no stupid questions. And when you do, you give everyone else in the group permission to do the same.
If you can commit to those three things – let's go.
Hate networking? Same. So let’s build your lead flow the right way - by giving real value, consistently, with zero expectation of a deal.
You’ll learn how to treat every client (and every maybe-client) like your nana, who’s about to do a $3 million loan with you.
We’ll refine your process from application to settlement (and beyond) so it’s smooth, easy, and built on integrity.
Because the truth is, around 70% of new business comes from repeat clients or referrals - and that only happens when you’re excellent every single time.
2026 Course Dates
Start Date: Tuesday 23 June
Format: 3 x 90 minute group sessions, weekly Time: 1:00pm – 2:30pm AEST
Session dates:
Tuesday 23 June
Tuesday 7 July
Tuesday 21 July
Minimum 3 participants required. If numbers are too low, you'll be offered a full refund, a transfer to another course, or a place in the next Need Leads? intake.
—
One thing to note – this course is only worth your money if you're ready to show up, do the work, and implement what you learn. Here's what I'd like you to commit to:
Do the homework. I know you're a busy broker, so I'm not going to ask for much – but if you don't practise this stuff, you won't retain it, and you're throwing your money away.
Participate and share with the group. The more interactive the sessions are, the more fun we'll all have – and your brain will retain a lot more.
Be willing to step outside your comfort zone. Don't worry – we won't be doing any dancing or eye-gazing exercises. What I mean is, speak up and ask questions even if you think they might be dumb ones. There are no stupid questions. And when you do, you give everyone else in the group permission to do the same.
If you can commit to those three things – let's go.
This course complements The Workflow Warrior by focusing on the tools that power your workflows. When the right templates sit inside the right process, your business becomes more efficient, more consistent, and far less stressful to run.
As part of this course, you’ll receive the full set of templates we use at MTM - ready for you to adapt and use in your own business.
The Template Treasury is a deep dive into the exact templates that support a smooth, professional brokerage. From first enquiry to post-settlement follow-up, you’ll learn how to build a library of go-to messages, explanations, and processes that make your day-to-day work faster and easier.
Instead of rewriting the same emails over and over again, you’ll have a set of proven templates that help you communicate clearly with clients, referral partners, and your team - while still sounding like you.
2026 Course Dates
Start Date: Thursday 10 September
Format: 3 x 90 minute group sessions, fortnightly Time: 1:00pm – 2:30pm AEST
Session dates:
Thursday 10 September
Thursday 24 September
Thursday 8 October
Minimum 3 participants required. If numbers are too low, you'll be offered a full refund, a transfer to another course, or a place in the next Workflow Warrior intake.
—
One thing to note – this course is only worth your money if you're ready to show up, do the work, and implement what you learn. Here's what I'd like you to commit to:
Do the homework. I know you're a busy broker, so I'm not going to ask for much – but if you don't practise this stuff, you won't retain it, and you're throwing your money away.
Participate and share with the group. The more interactive the sessions are, the more fun we'll all have – and your brain will retain a lot more.
Be willing to step outside your comfort zone. Don't worry – we won't be doing any dancing or eye-gazing exercises. What I mean is, speak up and ask questions even if you think they might be dumb ones. There are no stupid questions. And when you do, you give everyone else in the group permission to do the same.
If you can commit to those three things – let's go.
No results match your search. Try removing a few filters.
