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X-ORIGINAL-URL:https://members.outsourcefinancial.com.au
X-WR-CALDESC:Events for outsource Financial
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BEGIN:VEVENT
DTSTART;TZID=Australia/Sydney:20260914T110000
DTEND;TZID=Australia/Sydney:20260914T120000
DTSTAMP:20260806T230839Z
CREATED:20260720T232614Z
LAST-MODIFIED:20260806T230839Z
UID:32714-1789383600-1789387200@members.outsourcefinancial.com.au
SUMMARY:Energiser Online 2026
DESCRIPTION:Bringing the Residential Energiser Expo Directly to You! \nWe’re excited to invite you to join our Energiser Online 2026\, an engaging online series designed to connect you directly with our trusted panel providers and industry partners from the comfort of your home or office. \nThink of this program as a digital extension of our Residential Energiser Expo\, bringing together the expertise\, insights and updates usually shared at the Expo and making them accessible to every member\, regardless of location. \nStarting Monday 17 August\, and running through to September\, this exclusive Zoom series will deliver the latest information\, industry developments and business opportunities that can help you stay informed\, competitive and ahead of the curve. \nWhat to Expect \nEach session will feature four of our panel providers\, with each presenter delivering a focused 15-minute update packed with practical insights and valuable information relevant to your business. \nTopics may include: \n\nProduct and service innovations\nNiche lending solutions and opportunities\nPolicy and credit guideline updates\nPricing considerations and market trends\nAccreditation and compliance updates\nNew tools\, platforms and technology enhancements\nBusiness development opportunities\nUpcoming campaigns and promotions\nIndustry news and market intelligence\nTips and strategies to help you better support your clients\n\nWhy Attend? \nThe lending landscape continues to evolve\, and staying connected with our panel providers is more important than ever. Whether you’re looking to expand your product knowledge\, stay up to date with industry developments\, or uncover new opportunities for your clients\, this series has been designed to deliver practical value in a convenient online format. \nDon’t miss this opportunity to hear directly from our panel providers and gain the insights\, updates and knowledge that can help drive better outcomes for your business and your clients. \nWe look forward to seeing you online and helping you stay connected\, informed and inspired throughout our Energiser Online 2026. \n 
URL:https://members.outsourcefinancial.com.au/event/energiser-online-2026-5/
CATEGORIES:ioutsource
ATTACH;FMTTYPE=image/png:https://members.outsourcefinancial.com.au/wp-content/uploads/2026/07/Option-2-Revised-scaled.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Sydney:20260915T130000
DTEND;TZID=Australia/Sydney:20260915T140000
DTSTAMP:20260902T060048Z
CREATED:20260902T060048Z
LAST-MODIFIED:20260902T060048Z
UID:33407-1789477200-1789480800@members.outsourcefinancial.com.au
SUMMARY:What’s New in Salestrekker – September
DESCRIPTION:Join us for our September What’s New in Salestrekker webinar\, where we’ll walk through the latest features\, enhancements and updates designed to make working in Salestrekker even easier.\n\nThis session will cover updates including:\n\n\n\nOCR for Identity Documents – new functionality to help streamline the capture of information from identity documents\nIntroduction of IDVerse – an overview of our new identity verification integration\nExpanded Automations – new automation options using Finance Due and Settlement Due dates\nBulk Sharing of Required Documents – making it easier to request and share required documents with clients\nAnnature for Other Advisers – expanded signing functionality for other advisers\nProduct Selection & AOL Lodgement Tracking – recording which identity selected the product and lodged the application to AOL\nExpanded Report Filters – more flexibility when filtering and working with reports\nNew Interview Mode – a new way to work through the client interview process\nNew Quick Tools MB+ Option – expanded Maximum Borrowing functionality within Quick Tools\nImproved Custom Fields\n\n\n\n\n\n\nWe’ll demonstrate the changes\, explain how they work and highlight what you need to know to start using them effectively.\n\nWhether you use Salestrekker every day or support others who do\, this session is the best way to stay across what’s new and get more from the platform.
URL:https://members.outsourcefinancial.com.au/event/whats-new-in-salestrekker-september/
CATEGORIES:ioutsource
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Sydney:20260916T130000
DTEND;TZID=Australia/Sydney:20260916T140000
DTSTAMP:20260902T055318Z
CREATED:20260902T055318Z
LAST-MODIFIED:20260902T055318Z
UID:33411-1789563600-1789567200@members.outsourcefinancial.com.au
SUMMARY:Re-imagined Client Portal – More Updates & Enhancements
DESCRIPTION:Last month\, we introduced the Re-imagined Client Portal. This month\, we’re taking it further with new functionality\, customisation options and enhancements to the client experience. \nJoin us to understand what’s new and how to make the most of the latest updates. \nIn this session\, we’ll cover: \n\nSigning the Credit Guide & Privacy Consent in the Portal – see how clients can now complete these steps directly within the Client Portal.\nMore Client Portal Customisation – explore expanded settings\, including greater control over messaging and colours.\nBulk Adding Documents to the Portal – easily add multiple documents to the Client Portal at once.\nOptimising Your Client Experience – learn how to configure the latest settings and functionality for your business and clients.\n\nAlready using the Re-imagined Client Portal? This session will help you stay up to date and make the most of the latest functionality. \nNot using it yet? It’s a great opportunity to see how the Client Portal can streamline your processes and enhance the client experience.
URL:https://members.outsourcefinancial.com.au/event/re-imagined-client-portal-more-updates-enhancements-2/
CATEGORIES:ioutsource
ATTACH;FMTTYPE=image/png:https://members.outsourcefinancial.com.au/wp-content/uploads/2024/12/SALESTREKKER-2.0-x-ioutsource.png
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BEGIN:VEVENT
DTSTART;TZID=Australia/Sydney:20260917T150000
DTEND;TZID=Australia/Sydney:20260917T150000
DTSTAMP:20260911T000056Z
CREATED:20260911T000056Z
LAST-MODIFIED:20260911T000056Z
UID:33512-1789657200-1789657200@members.outsourcefinancial.com.au
SUMMARY:Launch Webinar - Fraud Finder
DESCRIPTION:Recent media coverage has highlighted a rise in fraudulent activity across the financial services industry. To help brokers combat this growing challenge\, we’re pleased to introduce Fraud Finder\, a fraud detection solution designed to strengthen document verification across lending applications. \nFraud Finder helps identify potential anomalies\, alterations and fraud indicators across documents such as: \n\nPayslips\, tax returns and income statements\nBank statements\nRental statements and rates notices\n\nWhy Fraud Finder?\nKey benefits include: \n\n21 independent checks on a single document\nIdentifies earlier versions of documents\nDoes not store documents\nSearches for edited text marks\nChecks currency formatting and typography\n\nJoin Our Training Webinar\nInterested in learning more? Join our live training webinar\, where we’ll cover: \n\nHow Fraud Finder works\nThe document checks performed\nHow to interpret results\nQ&A with the Fraud Finder team\n\nOutsource has secured Fraud Finder for our brokers at a heavily discounted rate of $59.99 + GST per month\, with unlimited documents. \nWe encourage brokers and support staff involved in loan processing to attend and discover how Fraud Finder can support your lending process.
URL:https://members.outsourcefinancial.com.au/event/launch-webinar-fraud-finder/
ATTACH;FMTTYPE=image/jpeg:https://members.outsourcefinancial.com.au/wp-content/uploads/2026/09/fraudfinder-1920x1080-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Sydney:20260921T110000
DTEND;TZID=Australia/Sydney:20260921T120000
DTSTAMP:20260806T230931Z
CREATED:20260720T232847Z
LAST-MODIFIED:20260806T230931Z
UID:32719-1789988400-1789992000@members.outsourcefinancial.com.au
SUMMARY:Energiser Online 2026
DESCRIPTION:Bringing the Residential Energiser Expo Directly to You! \nWe’re excited to invite you to join our Energiser Online 2026\, an engaging online series designed to connect you directly with our trusted panel providers and industry partners from the comfort of your home or office. \nThink of this program as a digital extension of our Residential Energiser Expo\, bringing together the expertise\, insights and updates usually shared at the Expo and making them accessible to every member\, regardless of location. \nStarting Monday 17 August\, and running through to September\, this exclusive Zoom series will deliver the latest information\, industry developments and business opportunities that can help you stay informed\, competitive and ahead of the curve. \nWhat to Expect \nEach session will feature four of our panel providers\, with each presenter delivering a focused 15-minute update packed with practical insights and valuable information relevant to your business. \nTopics may include: \n\nProduct and service innovations\nNiche lending solutions and opportunities\nPolicy and credit guideline updates\nPricing considerations and market trends\nAccreditation and compliance updates\nNew tools\, platforms and technology enhancements\nBusiness development opportunities\nUpcoming campaigns and promotions\nIndustry news and market intelligence\nTips and strategies to help you better support your clients\n\nWhy Attend? \nThe lending landscape continues to evolve\, and staying connected with our panel providers is more important than ever. Whether you’re looking to expand your product knowledge\, stay up to date with industry developments\, or uncover new opportunities for your clients\, this series has been designed to deliver practical value in a convenient online format. \nDon’t miss this opportunity to hear directly from our panel providers and gain the insights\, updates and knowledge that can help drive better outcomes for your business and your clients. \nWe look forward to seeing you online and helping you stay connected\, informed and inspired throughout our Energiser Online 2026. \n 
URL:https://members.outsourcefinancial.com.au/event/energiser-online-2026-6/
CATEGORIES:ioutsource
ATTACH;FMTTYPE=image/png:https://members.outsourcefinancial.com.au/wp-content/uploads/2026/07/Option-2-Revised-scaled.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Sydney:20260923T110000
DTEND;TZID=Australia/Sydney:20260923T120000
DTSTAMP:20260804T013742Z
CREATED:20260217T235709Z
LAST-MODIFIED:20260804T013742Z
UID:30779-1790161200-1790164800@members.outsourcefinancial.com.au
SUMMARY:'Ask Me Anything' CAPLS Session
DESCRIPTION:Join the CAPLS team for an opportunity to get an update on the current private funding and commercial landscapes\, as well as how they can assist you help more clients with commercial lending opportunities and unlock more of your portfolio’s revenue potenital. \nEach session will cover: \n\nAn overview and recap of CAPLS\nA case for CAPLS using a little bit of maths\nHow you can best work together\n\nThese sessions are designed to be relatively informal and easy-going\, and will draw upon recent experiences during the presentation to give it a real-world flavour before opening to questions. The intention is that the ‘Ask Me Anything’ segment will be most of the allocated session time. \nThe team are open to all questions about commercial\, not just CAPLS-related\, and are happy to share their insights and experience on curent trends\, market activity and specific credit questions.
URL:https://members.outsourcefinancial.com.au/event/capls-deal-forum/2026-09-23/
CATEGORIES:CAPLS
ATTACH;FMTTYPE=image/png:https://members.outsourcefinancial.com.au/wp-content/uploads/2026/02/ASK-ME-ANYTHING-CAPLS.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Sydney:20260923T130000
DTEND;TZID=Australia/Sydney:20260923T140000
DTSTAMP:20260902T055023Z
CREATED:20260902T055023Z
LAST-MODIFIED:20260902T055023Z
UID:33413-1790168400-1790172000@members.outsourcefinancial.com.au
SUMMARY:Re-imagined Client Portal – More Updates & Enhancements
DESCRIPTION:Last month\, we introduced the Re-imagined Client Portal. This month\, we’re taking it further with new functionality\, customisation options and enhancements to the client experience. \nJoin us to understand what’s new and how to make the most of the latest updates. \nIn this session\, we’ll cover: \n\nSigning the Credit Guide & Privacy Consent in the Portal – see how clients can now complete these steps directly within the Client Portal.\nMore Client Portal Customisation – explore expanded settings\, including greater control over messaging and colours.\nBulk Adding Documents to the Portal – easily add multiple documents to the Client Portal at once.\nOptimising Your Client Experience – learn how to configure the latest settings and functionality for your business and clients.\n\nAlready using the Re-imagined Client Portal? This session will help you stay up to date and make the most of the latest functionality. \nNot using it yet? It’s a great opportunity to see how the Client Portal can streamline your processes and enhance the client experience.
URL:https://members.outsourcefinancial.com.au/event/re-imagined-client-portal-more-updates-enhancements/
CATEGORIES:ioutsource
ATTACH;FMTTYPE=image/png:https://members.outsourcefinancial.com.au/wp-content/uploads/2024/12/SALESTREKKER-2.0-x-ioutsource.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Sydney:20260930T130000
DTEND;TZID=Australia/Sydney:20260930T140000
DTSTAMP:20260902T054654Z
CREATED:20260902T054654Z
LAST-MODIFIED:20260902T054654Z
UID:33415-1790773200-1790776800@members.outsourcefinancial.com.au
SUMMARY:Salestrekker 2.0 FAQs: Your Most Asked Questions Answered
DESCRIPTION:Ever wondered if other Salestrekker users are asking the same questions you are? Chances are\, they are! \nIn this practical session\, we’ll tackle some of the most common questions our Helpdesk receives\, covering everyday issues\, common mistakes and useful tips to help you troubleshoot faster and get more from Salestrekker. \nTopics will include: \n\nDuplicating Deals – how it works and what you need to know\nSending the Client Portal – the correct process\, common errors and where to find client access codes\nUnderstanding Property Running Costs – where they sit and how they work\nPre-Approvals – how to add an address\nLodgement Errors – practical troubleshooting tips before contacting Helpdesk\nDocument Templates – understanding Home Loans\, Quick Tools and Asset Finance templates\nOrganisation Billing vs My Billing – what’s different and where to purchase products and services\nFinding Your Deals – using filters to locate archived\, paid and not proceeding deals\nProduct Searching – tips for finding the right products\nUsing the Knowledge Base – finding answers quickly and making it your first stop for help\n\nWhether you’re new to Salestrekker 2.0 or have been using it for a while\, you’ll likely pick up a few tips to make your day-to-day work easier. \nAnd who knows\, we might even answer a question you didn’t know you had!
URL:https://members.outsourcefinancial.com.au/event/salestrekker-2-0-faqs-your-most-asked-questions-answered/
CATEGORIES:ioutsource
ATTACH;FMTTYPE=image/png:https://members.outsourcefinancial.com.au/wp-content/uploads/2024/12/SALESTREKKER-2.0-x-ioutsource.png
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