CONNECT.

Our goal together is to build a sustainable high-profit mortgage business that hits your income, value creation and lifestyle goals… working in your genius zone with ultimate choice as a true business owner… easier and faster, with less stress and avoiding costly mistakes.

Our goal is to transform you from a broker-ninja to a business-ninja.

Our goal is to make 2025 your biggest and best year ever, personally and professionally.

To achieve this you’ll get access to industry leading resources, a live group forum to get the help you need along the way (led by Strategic Adviser, James Veigli, and Business Coach, Kylie-Ann Kobelt), and a like-minded community to seek best-practice and maintain momentum.

Self-directed, according to your plan and goals, you'll work on the four Core Strategy Models that put you confidently in the drivers seat of your business and future.

• Lifestyle Model: including your income, time, and value creation requirements and goals… so we can design a business that achieves these in the easiest and fastest way possible.
• Business Model: including your profitability and targets, now and into the future, plus cashflow forecasting and tracking of core metrics for growth… so you have a clear finger on the pulse of your business and money at all times.
• Marketing Model: including your key lead generation methods and referral sources identified… so you know exactly where and how you will bring in new business and hit your numbers month after month.
• Delivery Model: including your team structure, roles and responsibilities, remuneration and incentives for key staff… so you know exactly who to hire, when to hire them, and how much to pay to attract and retain A-players.

In addition, you’ll work on installing the seven Core Business Systems that will maximise efficiency, profit, value, and result in a true business that works with or without you.

• Expert Authority System: to differentiate your business and attract the right core clients, key partners and quality referrals… who are the most enjoyable and most profitable to work with.
• Lead Flow System: including the marketing and key partner tactics which will drive a consistent volume of new business each week… that you are in control of and hits your goal numbers.
• Sales Conversion System: including our Triage and Strategy session frameworks, with optional fee for service and diversification offers… to win business and ensure you get paid for your work.
• Loan Process System: to map out, standardise and allocate all loan writing tasks across your team; maximising technology, templates and automations… for efficient one-touch workflow.
• Client Care System: setting up your ideal client experience with a clear communication and review cadence… to protect trail, avoid clawbacks, increase referrals and keep clients for life.
• Team Management System: including hiring, on-boarding and performance management, running meetings and collaborating effectively… to build an A-player team that runs like clockwork.
• Business Leadership System: to show up as an effective leader; defining, creating and fostering a culture and clear purpose that encourages staff to treat your business like their own.

Building a successful business is an on-going process. The time and order to complete everything varies depending on starting point, desired end point, and a number of other factors.

Member Experience.

There are limited places available in CONNECT.

Immediately, we’ll grant you full access to the BIG Vault; with every resource, training, framework, template, spreadsheet and more you’ll need to implement your plans and grow smarter as a business owner. There is nothing in the industry that comes close to this, built specifically for mortgage brokers who want to become successful business owners.

We’ll add you to the BIG Community; our exclusive member-only Facebook Group of like-minded broker business owners. We facilitate and are active in this intimate community, where you can start discussions, ask for feedback and collaborate with other members. Many have become friends, share, meet-up, do deals and collaborate privately.

Every week, on Wednesday at 11:00am Melbourne time, you will have access to our live BIG Advice session with me, our business coach and other members. This is an open forum to get detailed advice and specific help as you implement. This session is optional; some members attend only when they need something, others come every week to learn and gain a boost of momentum. Please note our 10X and 10X PLUS members receive priority on these sessions.

Finally, you’ll have the option to purchase tickets (subject to availability) to attend our live in person BIG Events to learn, share, laugh and celebrate. These are highly recommended. The biggest insights and breakthroughs, the best connections and collaborations happen here. Our events are not the biggest and brassiest, but our members tell us they are without doubt… the best in the industry.

BIG Events scheduled for 2025:

• Friday 28th February, online via zoom.
• Thursday 29th and Friday 30th May, in Melbourne Australia.
• Thursday 28th and Friday 29th August, in Bali Indonesia.
• Thursday 27th and Friday 28th November, in Hobart Australia.

Please note all BIG Events are strictly for members only. CONNECT members may be able to purchase tickets, subject to invitation and availability. The above dates and locations are subject to change.

Financial Investment.

If you are a current or past member of either Accelerate Foundations or 10X, with a minimum of 1-year in those programs, the investment for CONNECT is $800 per month in AUD including GST, and is a month-to-month commitment.

If you are NOT a current or past member of either Accelerate Foundations or 10X, with a minimum of 1-year in those programs, there is a minimum 12-month commitment paid upfront and in full at the rate of $9600 in AUD including GST.

This price is locked in for the remainder of 2025.

For businesses located outside Australia, we will charge the same rate in AUD exclusive of GST.

Optional Extras.

In CONNECT you will get full access to the BIG Vault (our online resource portal), weekly BIG Advice sessions, and the BIG Community as outlined in the Member Experience.

If you would like private Strategic Advice and a custom plan for your business, you can purchase a Game Plan session with me, subject to limited availability and scheduling.

If you would like additional and direct expertise on a specific project, and have me do the work with you live, then Consulting Hours may be available.

Member Rates in AUD inc GST (these are not available to non-members):

Game Plan with James Veigli: 1-Hour (Zoom) $3300

Consulting Hours with James Veigli: 1-Hour (Zoom) $3300; 3-Hours (Zoom) $6600; 1-Day (In Person) $11000

Hours must be used as exact blocks above. I will only offer consulting hours on projects I am confident I can provide extreme value. The 1-Day (In Person) rate is at my location only.

Game Plan and Consulting Hours are completely optional, but will greatly accelerate your results and growth in your business.

Application Criteria.

We are accepting limited members for 2025. We are looking for the right people to have in the group and you must meet the following criteria:

• Experienced mortgage broker. You will be confident in the mechanics of loan writing and know how to put together a deal like the back of your hand. You can talk the talk and win clients and partners with your experience and/or personality.
• Business owner and decision maker. You can be an independent, branded or franchise. We don’t care which aggregator you are with. We work with solo owners as well as business partners.
• Writing volume and in demand. We don’t care if your volume is lumpy, but you need a solid baseline. This program is for business growth, we are not looking to save brokers who can’t generate enough business.
• Willing to share with the group. Don’t worry we’re not talking about open access to all your IP. If you give a little, you’ll receive ten fold.
• Open, coachable and cool. You must be open to having completely honest conversations and receiving direct feedback. You must be coachable and will follow directions. You must be cool… i.e friendly, non-judgemental and sociable.

Expression Of Interest.

We are accepting expressions of interest, via the link below, until midnight Sunday 26th January, 2025.

➜ Complete EOI Form

As part of our assessment process, we may reach out to you for a short interview. We will assess and notify all applicants of our decision by Friday 31st January, 2025. The start date for new members (and transition for existing members) will take place during February and March.

If this opportunity is not right for you, we suggest you review our other offers linked below.