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