

Empowering investors to build wealth through property investment education and strategic advice.
Liaise with banks, brokers, and internal teams to push applications through to settlement
Provide borrowing capacity assessments to members and collaborate with Property Strategists
Run structured finance sessions with members to review their goals and current position
Interpret credit reports and request lender pricing discounts
Maintain NCCP compliance and submit all required documents (CNA, FHOG, Discharge Authority, etc.)
Submit your resume and a short cover letter outlining your experience in mortgage broking, investment lending, and supporting members through property finance.
Workshop on finance scenarios to help members move forward with property purchases
Manage loan applications end-to-end via CRM, AOL, and lender portals
High attention to detail and a strong member-first mindset
You’re uncomfortable working remotely or managing a CRM-based pipeline
You’re not comfortable delegating tasks to support teams to help drive deals through to settlement
Confidence using CRM platforms, compliance systems, and lender tools
Willingness to undergo and pass a police check, background check, and social media check as a condition of employment
You lack experience in land & build, off-the-plan, or investment lending
Ability to work autonomously with full control of your day
3+ years mortgage broking experience
Excellent verbal and written communication skills
You’ve only worked in PAYG banking roles and haven’t run your own files
Bonus: You’re an active investor or highly familiar with the residential investment market
Strong experience settling off-the-plan, land & construction, SMSF or investment loans
Your Scorecard (KPIs)
We’re looking for experienced, proactive, and results-driven Mortgage Brokers to join our team and help service a consistent pipeline of highly engaged, pre-qualified members.
Cert IV or Diploma in Finance & Mortgage Broking
🧠 Mentorship, professional development, and internal training to sharpen your skills
💻 Access to industry-leading CRM systems, back-end loan processing support, and a compliance team
Salary: Commission-only or base + commission available (OTE $200,000+)
✔ For Brokers on a Base Salary Package Only
🔁 Backbook retention support to protect your trail
Location: Hybrid – Remote with access to Sydney or Melbourne CBD offices
Percentage of purchase loans submitted on time
Total loan volume settled
🏢 Access to Sydney or Melbourne CBD office space when needed
💼 Ongoing flow of high-quality residential investment leads — no prospecting required 📈 On-target earnings of $200,000+ per year
Percentage of loans settled on time (for purchase deals)