New broker success course
Live online training
Accredited and waiting for the phone to ring?
Nobody taught you how to find your clients. Until now.
Twelve live workshops over six weeks, designed for action. You’ll leave each session having completed the work, not with a folder full of notes you’ll never look at again.
Starts
Monday 23 November 2026
Sessions
12 × 2.5 hours
Format
Live online
Commitment
30 hours total
$2,997
early bird pricing only $1,997
incl. GST per broker
Hold your seat with a $500 deposit by Friday 13 November
Balance due Wednesday 18 November 2026
Includes the Marketing MAGIC package valued at $3,474
Lifetime access to every recording and resource
Limited seats ensure every broker gets airtime.
Your accreditation taught you lending. It didn’t teach you how to fill your diary.
For many new brokers, the first year can feel like this:
You’re paying aggregator fees while your pipeline is still taking shape.
You’ve told everyone you know what you do. Now what?
A lead goes quiet and you’re not sure when or how to follow up.
You know your lending, however building confidence takes time.
You’re hoping referrals will come, although you don’t yet have a system to generate them.
You don’t need to wait for business to find you.
You need a practical system to help you find it.
The real question isn’t whether you know lending. It’s whether you look like the broker someone would trust with an $800,000 loan.
Six weeks from now, you stop waiting and start building
This series replaces waiting for business with a practical system to create it. You’ll build a database you own, learn how to market to it and develop a repeatable approach for turning conversations into opportunities.
What you’ll walk away with
A working database of real contacts, ready to use
Scripts and templates you’ve already used in the workshops
A live social presence you’re confident using
A completed 90 day marketing plan, ready to action
A clear answer to the question every potential client is asking: Why should I choose you?
Who it’s for
Brokers in their first two years, regardless of aggregator. Whether you’re part of a brokerage or building your own business, we start from where you are. No database yet? Perfect. Module 1 starts from zero.
What it isn’t
This isn’t compliance training or another webinar playing in the background while you answer emails. Every session is hands on, with 90 minutes dedicated to working on your business.
You build it in the room with Deena Shoobridge as your coach
Deena has spent more than two decades working alongside finance professionals, helping brokers build their businesses through practical marketing, strategic planning and organic lead generation.
This isn’t theory. It’s the experience of what works, brought into the room with you.
Course overview
Twelve modules, four stages
The order matters. You can't market to a database you haven't built and you can't ask for referrals from clients you haven't kept.
Modules 1-3
Build the database
Create and grow a prospect database you own, with permission based marketing behind it.
Database 101
Gaining permission to market
Scripts and templates
Modules 4-7
Win the clients
Turn contacts into conversations and conversations into your first settled loans.
Connect and engage on socials
How to find your first 3 loans
Testimonials and Google reviews
Gaining credibility
Modules 8-11
Grow and keep them
Sharpen what makes you the obvious choice, then build the retention habits that compound.
Why choose YOU? Your USP
Your 90 day marketing plan
Client retention and lifetime value
Asking for referrals
Module 12
Run it on autopilot
Set up the technology so the system keeps working when you're busy writing loans.
Technology and tools
New Broker database build
How a session runs
Two sessions a week in your diary from 12 October
Mondays 12:00pm and Thursdays 10:30am AEDT. Christmas break catch up is a deliberate implementation break. No new modules. Just time to catch up, implement and keep building.
WEEK
01
Mon 23 Nov
12:00pm AEDT
01
Database 101
Where your first 500 contacts actually come from
Thu 26 Nov
10:30am AEDT
02
Gaining permission to market
Consent, the spam act and doing it properly
WEEK
02
Mon 30 Nov
12:00pm AEDT
03
Scripts and templates
What to say, written for you to adapt
Thu 3 Dec
10:30am AEDT
04
Connect and engage on socials
Showing up without becoming a content machine
WEEK
03
Mon 7 Dec
12:00pm AEDT
03
How to find your first 3 loans
Where they are and how to ask for them
Thu 10 Dec
10:30am AEDT
04
Testimonials, Google reviews and handling objections
Building credibility from your very first client
WEEK
04
Mon 14 Dec
12:00pm AEDT
07
Gaining credibility
Looking like a broker people trust with $800k
Thu 17 Dec
10:30am AEDT
08
Why choose YOU? Your USP
Saying something your competitors can't
Break
-
No sessions week starting
21 Dec
28 Dec
4 Jan
CHRISTMAS CATCH UP WEEKS
No training after 17 Dec until Mon 12 Jan 2027
Rewatch anything you missed, bring your database up to date and action what you’ve learned so far.
WEEK
05
Mon 11 Jan
12:00pm AEDT
09
Your 90 day marketing plan
Written in the session, not 'later'
Thu 14 Jan
10:30am AEDT
10
Client retention and lifetime value
Why retaining existing clients matters
WEEK
06
Mon 18 Jan
12:00pm AEDT
11
Asking for referrals
The ask, the timing and the follow up
Thu 21 Jan
10:30am AEDT
12
Technology and tools
Automating the system you've just built
Can't make a session live? Every workshop is recorded and in your portal within 24 hours, and you keep access for life.
How a session runs
Two and a half hours. Ninety minutes of that is you working on you business
That is why we call them workshops. Bring your laptop, your contacts and your business ideas. You will learn it and action it in the room in the session with experts guidance along the way.
60 min
Learn the method
60 min
Do it live
30 min
Plan the week
Twelve sessions × 2.5 hours = 30 hours of live, business building over six weeks.
What's included
The course AND the platform to make it happen
You’re not just learning what to do. You’ll have the tools, templates and technology to start doing it.
The NEW BROKER SUCCESS workshop series
Twelve live sessions plus everything you need to keep building
12 live online workshops (30 hours)
Recordings of every session
Scripts, templates and email copy ready to use
Full online e-course with all resources
Access to the New Broker Success community
Access to all course material
Bonus: Marketing MAGIC package
Included for FREE from 23 Nov 2026 – 30 Apr 2027
Your five month Marketing MAGIC package gives you
All in one Marketing Suite
CRM built for broker databases
Ready to send email templates
Workflows and automations
Calendar booking
$3,474 VALUE - YOURS AT NO EXTRA COST
Email and SMS usage charges apply.
After 30 April 2027, continue on a standard plan if you love it. If you don’t, simply cancel. No lock in.
Prefer the self managed option? Compare the Marketing MUST package.
Your investment
What it's worth and what you pay
6 week Client Acquisition workshop series
$2,997
Marketing MAGIC package (6 months)
$3,474
Total value
$6,471
Early bird - deposit by Friday 6 November
$1,997
incl. GST · $500 deposit holds your seat · balance due Wednesday 18 November 2026
Standard price of $2,997 applies from 7 November
Before you register
Our most asked questions
What if I can't make a session live?
Every workshop is recorded and available in your portal within 24 hours.
Do I need to be with a particular aggregator?
No. The series is aggregator agnostic and works alongside your CRM (API available) or lodgement software you already use.
I'm brand new and don't have a database at all. Is that a problem?
That's exactly who this is designed for. Module 1 starts from zero - the first three modules are entirely about building a database from scratch and earning the right to market to it.
How much work is there between sessions?
The aim is to do most of the heavy lifting in the workshops. You’ll have actions between sessions, however they’re designed to keep the momentum going rather than give you hours of homework.
Can I pay in instalments?
A $500 deposit holds your seat, with the balance due by Wednesday 18 November 2026. If you need to split the balance, contact us before you register and we'll work something out.
What happens after the six weeks?
You keep the course material and recordings and your Marketing MAGIC package runs through to 30 April 2027. After that you can move to a standard plan or stop - there's no lock in contract.
Register now
Hold your seat for $500
Twelve live workshops. Thirty hours. One database that's finally yours.
Starts Mon 23 November 2026, 12:00pm AEDT
Deposit by Wednesday 6 November for the early bird rate
Access to every recording
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02 9538 7786