RF - Module 4: Managing Live Facilities

Module 4: Managing Live Facilities

Whether you're a broker looking to expand your expertise or a finance professional aiming to understand this dynamic sector, our detailed course materials break down everything you need to know getting started with receivables finance in Australia.

What you'll learn:

• Understand the broker’s role in supporting clients after settlement through active relationship management.

• Identify common friction points post-onboarding and how to resolve them before they escalate.

• Develop retention strategies to ensure client satisfaction and maximise facility longevity.

• Understand the triggers that lead to facility exit, including refinance, business sale, or lender enforcement.

• Know how to support clients through exit events, ensuring smooth transitions and preserving future referral potential.

This course provides real-world examples, broker tips, and practical strategies that you can immediately apply to your work.

Module 4 is part of our Receivables Finance Course bundle.

You can purchase the full Receivables Finance Course here.