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A journey from banker to broker

The ultimate guide for banking professionals wanting to become mortgage brokers.

Are you ready to make a career change from banker to broker?

Mortgage broking is a familiar term to most banking professionals. We’re sure over the years that you will have experienced great relationships with mortgage brokers but do you know exactly what the job entails?

 

In 2024, we’ve helped over 400 bankers transition into successful mortgage brokers, becoming their own bosses and building lasting legacies.

 

Let us take you through the entire journey, the steps to take, and pitfalls you may meet along the way to help you to make the right decision and ultimately build your own successful mortgage broking business.

Support, Training and Guidance

 

Business Planning & Support

 

Your BDM will sit down with you to formulate a clear plan of action to achieve your goals. They will also put you in contact with the right lender representative and assist you on a complicated deal you’re working on.

 

Marketing

 

Brand development, lead generation, and client communication are crucial for the success of any business. Let us help you with your branding, develop marketing strategies, provide advice on existing marketing campaigns, and much more.

 

Recruitment

 

We can help recruit brokers on your behalf, and grow your team. We will work with you to construct a comprehensive job description, assist with advertising the job and select the appropriate candidate for your business.

 

Broker support specialist

 

We have created a solution that takes care of your loan administration work for you and help free you up to focus on building your business. With this service, we can help you with CRM data entry, uploading compliance documents, completing loan application forms, co-ordinating with lenders and much more.

 

Infynity CRM Platform

 

Our CRM, Infynity, can help you stay organised and efficient by streamlining your pipeline with automation to save you time. It enables our brokers to automate their workflow, manage deals in one place, and deliver a superior customer experience.

 

Professional Development Programs

 

Includes quarterly professional development days, monthly masterclasses, one on one coaching, national & commercial summits, networking groups, monthly webinars and roadshows.

Women in Finsure

Women in Finsure is a supportive platform to ensure equality throughout our network and the finance industry as a whole. We want to celebrate achievements beyond loan settlement numbers, openly discuss the struggles our brokers are facing, and formulate solutions to overcome those hurdles. We are committed to educating and supporting those in our network who are looking to develop both personally and professionally.

 

So, whether you’re a mother who needs a flexible work arrangement and work-life balance, or a single operator who feels like they’re missing a sense of connection and support, our Women in Finsure community is all about giving our brokers the support and tools they need to propel themselves and their business forward.

Learn more

Download our Banker to Broker Guide

We’ve designed the ultimate guide specifically for banking professionals like you, who may be considering starting your own mortgage broking business. You can also learn from other successful brokers who made the transition, the journey they took, the challenges they faced and their top tips! Download the guide today by filling out the form!

  • Download your banker to broker guide

 

Through my interactions with customers from diverse backgrounds, I came to the realization that there are many good customers who, for various reasons, did not fit traditional lending criteria. This realization motivated me to explore alternative solutions to help these customers, which led me to consider becoming a broker.

 

– Hannah Dang, HDK Finance