Do you know what it takes to be successful in this industry? We do! And we can assist you to achieve your Mortgage Broking goals.
New entrants to the Mortgage Broking industry and current Brokers with less than 2 years loan writing experience are now required to have a Mentor by the MFAA (Mortgage Finance Association of Australia).
Call Julie Evans for a confidential discussion today on 1300 136 67 67
It’s about You
We tailor our training and mentoring program to your individual needs. Going above and beyond the basic legal requirements, we provide you with a full portfolio of training materials, professional tools, templates, and coaching sessions to maximize your potential for success.
Our program is a comprehensive one. If you are new to the industry, we will help you grow your business. Armed with CRM systems, mail-outs, flyers and access to referrers we will help you succeed.
How does it work?
Your first step is to complete a Certificate IV in Finance / Mortgage Broking. We offer a face-to-face course in our Sydney headquarters or a correspondence option if you are unable to attend the classroom training.
In your first month we focus on getting you up and running quickly, navigating the compliance requirements, industry memberships and lender accreditations.
Our program focuses on 4 key areas:
- Your Business Planning
- Industry Compliance
- Loan products, Policies and Structures
- Marketing and Business Development
Tailoring our approach to suit your level of business and industry knowledge, our goal is to support your personal business plan offering assistance, advice, tools and structure to suit your experience.
There is no need to re-invent the wheel. We provide you with all the training and support documentation necessary including forms and templates to meet all your compliance needs.
We are there by your side as you complete your first credit applications ensuring you get it right the first time and maximising your efforts to achieve approval and settlement.
We will help you GROW your business, providing you with the latest marketing tools including social media plans, website and blog page and promotional materials you can tailor to suit your market.
Our leadership team will support you with Sales coaching and training. We will be your “go-to” for assistance with scenarios and loan product advice. Your personal Mentor will work with you every step of the way.