The+Template+Treasury.jpg
The+Template+Treasury.jpg

The Template Treasury

$690.00 $990.00

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:

  1. 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.

  2. 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.

  3. 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:

  1. 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.

  2. 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.

  3. 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.

The Workflow Warrior
The Workflow Warrior
$690.00 $990.00
 
 

This course complements The Workflow Warrior. See below for what you’ll get.

  • This session focuses on the templates that support your client journey from enquiry through to settlement.

    We’ll look at:

    • enquiry response emails

    • fact-find and document request email

    • follow-ups when documents are missing

    • explaining loan options and recommendations

    • managing expectations around timelines

    • post-settlement check-ins

    The goal is to give you clear, professional templates that make client communication easier while still allowing your personality to come through.


  • This week focuses on the templates that support your broader business relationships and ongoing client care.

    We’ll cover:

    • referral partner introduction messages

    • keeping in touch with referral partners

    • annual review invitations

    • client check-ins throughout the year

    • testimonial and feedback requests

    • database nurture messages

    By the end of the course, you’ll have a practical library of templates you can adapt and use across your business - helping you communicate more consistently, save time, and maintain a professional standard across every client interaction.