Program

Details

Anja Pannek, MFAA's CEO will kick off our 2025 National Conference exploring the YOU difference theme and the incredible value that mortgage and finance brokers bring to the Australian community. Anja will highlight the current work the MFAA is undertaking on behalf of our members, what is planned for 2025 and the Association’s vision for the industry into the future.

Details

In a crowded landscape, how do you become the mortgage broker clients remember and recommend? This dynamic session will equip you with practical, research-backed strategies to identify and leverage your unique "YOU-nique" advantage. Drawing on my experience helping businesses of all sizes cut through the noise, I will reveal how to:

• Uncover Your Irresistible Difference: Identify and amplify what truly sets you apart – your personality, expertise, niche, or approach – and how to communicate it authentically to build trust and loyalty.
• Communicate Your Value with Clarity and Confidence: Learn how to articulate your unique value proposition in a way that resonates deeply with your ideal clients, building trust from the first interaction.
• Attract Clients Who "Get" You: Discover "marketing with no money" strategies to reach clients who value your specific expertise and are more likely to become long-term advocates.
• Build Lasting Relationships Through Authenticity: Explore how being genuinely yourself fosters deeper connections and positions you as a trusted broker, leading to increased referrals and client loyalty.

This session will provide actionable steps you can implement immediately to elevate your personal brand, attract the right clients, and solidify your position as a trusted and sought-after mortgage broker in the Australian market.

Details

More than ever, brokers are trusted educators — playing a central role in guiding clients through complex financial decisions. In this session, we explore how meaningful communication builds trust, connection, and long-term client loyalty.

• Explore how brokers are leading conversations, building trust and deepening client relationships
• Learn to communicate with clarity and impact — from first enquiry to long-term engagement
• Understand what today’s customers value most in their broker experience
• Discover how to position yourself as a lifelong partner in your clients’ financial journey
• Hear real broker stories that show how personal connection drives professional success.

Details

A seamless loan experience doesn't happen — it's designed. This session dives into how you can optimise the client journey from start to finish, blending compliance, efficiency and the all-important human touch.

• Build a seamless loan journey that balances compliance, efficiency and human connection
• Learn how to integrate AI and digital tools while keeping the customer at the centre
• Unpack real-life broker workflows and highlight key success points and pitfalls
• Gain insight from industry experts on cyber, data and open banking
• Walk away with practical process improvements to implement straight away.

Details

You're not just running a brokerage — you're building an asset. This session focuses on the core elements of growth: team, cashflow, lead generation, and the systems that drive scale.

• Learn how to structure and scale your business sustainably
• Get tips on recruitment, team building, lead generation and systemising success
• Hear from brokers who've grown from solo operators to thriving businesses
• Explore cash flow, revenue management and turning your brokerage into a tangible asset
• Understand the challenges and the opportunities of growth at every stage.

Details

The session will underpin key messages on taking time out to consider ourselves as our most important asset. And what are the small day to day actions we can easily forget in the pressure cooker of our personal and professional lives, that make the real difference.

Many practical examples will be shared but the theme is that they are just examples and the challenge to you is to walk away thinking 'what is the easy stuff in my life that I can apply straight away to improve my quality of life personally and professionally.’

Details

Sustainable success starts with a sustainable you. This session is all about managing your energy, staying focused, and creating balance — so you can keep doing what you do best, without burning out.