The Finance Architect
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  • Mentoring

Broker Mentoring

"We help educate, guide, motivate and mentor you for success"

So you've made the decision to become a broker! Congratulations on what is a big decision but one that can be potentially very rewarding. 

As a new to industry broker, you are required to complete two years of mentoring aimed to set you up for success. 

The Finance Architect offers you an opportunity to work with a real world broker, passionate about the industry and committed to helping educate, guide and develop you on what it takes to be a mortgage broker. 

We offer flexible mentoring arrangements designed to fit in with you, usually consisting of a monthly mentoring session, focussing on key areas that will assist you as you start your journey. 

Some of the main areas we work with you on are:
  • Setting your goals and keeping you accountable
  • Identifying your target market and working with you to articulate your value
  • Podium training - The broker software of choice for a number of aggregation companies including PLAN Australia, Choice, FAST and Buyers Choice.
  • Salesforce training  - The most powerful CRM in the world works side-by-side with Podium
  • Compliance training - ensuring that your loans and business is compliant with all the regulations in the industry
  • Loan Validation - we will review your first 12 loans to ensure that they are presented in a well organised fasion to the lender
  • Broker Application Process from the time you meet with your client until submission of your deal
  • Post settlement process to ensure you continue to provide your clients with exceptional service
  • Checklists and templates will be provided to you to assist you in running an organised business
  • Effective use of cloud storage (e.g Google Drive and Dropbox)
  • Application Folder Setup
  • Lender information sessions
  • Understanding and interpreting tax returns
  • Understanding how to ascertain serviceable income from payslips
  • Understanding how to process loans for complicated structures such as trusts and companies
  • Using additional technology to benefit your business. 

If you're interested in kick starting your career as a mortgage broker, we'd love to hear from you. Simply book a time to chat at a time that suits you in our real-time live calendar below


contact us

The Finance Architect
Office: 1 International Ct, Scoresby VIC 3179
Phone: (03) 9015 9880
Email: info@thefinancearchitect.com.au
Dale Wilkinson is a credit representative (450039) of Buyers Choice Licencing Pty Ltd ACN 626 172 281  (Australian Credit Licence 509484)

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