Learn it in the time it takes to make a coffee.
Short guides here, and a library of two-minute videos inside the platform, next to the feature they explain. Nothing to enrol in and nothing to download.
Guides
Asking a good scenario
The facts Charli uses, the ones she does not need, and how to phrase the follow-up so it stays in the same scenario. Charli
Reading a DealFit table
Match, Refer and Decline, what the criteria column means, and when to read the excluded lenders first. Charli
Quoting a live rate
Where the rate comes from, what the badge means, and what to write in the file note. Cynario Match
Your first campaign
Brand voice, the first series, and arming the standing RBA campaign. Campaigns
Asking for a review
When to send the link, what the client sees, and where the post goes. Alex
Asking from WhatsApp
Sending a scenario from your phone, getting the policy answer and the rate back, and where it lands when you are back at the desk. For brokers
The lesson is next to the button.
Every feature has a short video in the platform's training library, opened from the page it explains. New videos arrive as features ship, so the library is never behind the product.
- Two minutes each, watched where you need them
- Grouped by feature, searchable, marked as watched
- Counts towards your CPD log with the rest of your research
| Video | Length |
|---|---|
| Your first scenario | 2:10 |
| Reading a DealFit table | 1:45 |
| Arming the RBA campaign | 2:30 |
| Sending a review request | 1:20 |
Questions about getting started
Is there onboarding?
Yes. Connect your channels, set your brand, ask your first scenario. The platform walks you through it and the videos are beside each step.
Do you run webinars?
We run walkthroughs for groups and lenders. Brokers get the same content as videos, on demand.
Where did the Learning Hub go?
It is this page now, and the videos live inside the platform where they belong.