Broker Mentoring
Our Mentoring Program is a two year program designed in accordance with the current finance industry standard for professionals just starting out in the industry. Our program is delivered online over 24 months and we have combined this with a high level of online and offline support. We are available for our mentees to call or email us for help throughout the month. Initially we spend more time with the mentees to give them intensive training and support as they get on board as a Mortgage Broker.
Online Training
Our online program delivers 6 phases & 24 modules over 24 months.
The beauty of our online program is that if offers flexibility and convenience and you are able to do it around your other commitments. While the training and resources are online, we offer a lot of offline support. As you embark on your journey as a mortgage broker we will be here to hold your hand throughout, and are just a phone call or visit away and have compiled plenty of online resources to help you as well. We are committed to your success.
Why our program?
- Easy Online Access
- Start Immediately
- Flexible & Convenient
- Award Winning Mentor
- High Level Support
- Expertise & Knowledge
- Tools & Resources
- Affordable & Cost Effective
What You'll Learn | Mentoring Phases
Each mentee will be provided with workbooks and many other useful resources. They will be supported by one of Australia’s most awarded Mortgage Brokers
– Tracie Palmer. Mentees will be assessed and measured regularly to ensure competency. They will also be kept accountable to ensure results are achieved.
We will assist each new Mortgage Broker in the following areas:
The On-boarding Phase
- Intensive training
- Basic Lending Knowledge
- Loan Structuring
- Selling Skills
- Time Management
- Setting realistic goals
- Action Plans
- Accreditations
- Compliance
Building your Brand Phase
- Review Action Plans and create new initiatives
- Creating Leads
- Effective Networking
- Loan Files
- Loan Appointments
- Loan Applications
- Case studies
Business Structure & Development Phase
- Review outcomes of first 6 months
- Create your Unique Service Proposition
- Business Planning
- Marketing Plans
- Fine Tuning your Processes
- Complex Lending
- Case studies
Business Value Phase
- Review all results; activities; goals and plans
- Set new 12mth goals
- Create your Business Plan for Year 2
- How to have customers forever
- Creating Leads
- Building stronger business partnerships
- Self Employed Lending – reading financials
- Case studies
The Final Phase
- Monthly performance reviews & goal setting
- Planning for growth
- Business Development
- Diversification
- Sustaining lasting business relationships
- Application for full Mortgage Broker status
The Future
- Consider ongoing Mortgage Broker coaching
- Implement growth strategies
- Build a team
- Aim to be the best