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