Finance & mortgage broking mentoring
The MFAA and FBAA require newly-graduated brokers to undergo formal mentorship for the first 2 years of their career. A 2-year mentorship prepares freshly graduated brokers for the transition from study to career through personalised coaching from an experienced mentor.
The Entry Mentoring program offers a full 24-month mentorship program led by an approved FBAA Mentor that can review prepared loan applications, coach you through complex scenarios, and help build a successful career.
The finance and mortgage broking mentorship program also includes an eight-week intensive workshop with 12 modules that cover everything from building a compliant broking business to specialist lending and complex schemes.
At the end of the mentoring program, you will have satisfied your aggregator’s compliance requirement and the mandatory mentoring condition of your MFAA or FBAA membership, which means you can operate as a broker independently.
GOLD 24-month program
- 8 workshops over 8 weeks
- Workshops approx. 2 hours per week
- Learning handbook and self-paced portfolio activities to complete
- Private online chat room for any questions or scenarios
- Email access to your mentor
PLATINUM 24-month program
- 8 workshops over 8 weeks
- Workshops approx. 2 hours per week
- Learning handbook and self-paced portfolio activities to complete
- Private online chat room for any questions or scenarios
- Direct access to your mentor to book one-on-one meetings, email and phone calls
- 24 months of hands-on support
Trusted by industry leaders.
Some of the companies we work with:
Trusted by industry leaders.
Some of the companies we work with:
Finance & Mortgage Broking Mentoring Program
In Australia, brokers new to the industry who have obtained the FNS40821 Certificate IV in Finance and Mortgage Broking or FNS50322 Diploma of Finance and Mortgage Broking Management qualification must undergo 2-years of mentorship with an experienced broker to fulfil aggregator requirements.
Entry Mentoring makes it easy for newly graduated brokers to connect with an aggregator-approved mentor in the industry. As soon as you graduate, our mentoring program pairs you with a practising broker who guides you through your first deals.
Skip the search for a finance or mortgage broking mentor after graduating and start putting what you’ve learnt into practice. Your Entry Mentor will:
- Review all loan applications you prepare for quality and compliance before submission to lenders
Provide guidance on complex lending scenarios for first home buyers, refinancing, construction loans, self-employed applicants, and debt consolidation
Support your loan submission process, including VOI, income verification, serviceability, living expenses, and lender checklists
Help to keep track of your CPD requirements
Refine your approach to customer engagement – responding to enquiries, presenting options, and asking the right questions
Teach you how to evaluate policies and match them with client needs
Answer any day-to-day questions on real scenarios you encounter
Aside from meeting aggregator compliance, a good mentor is one of the biggest factors in building a successful career as a mortgage broker. The industry has made mentoring mandatory for a reason – the first two years for new brokers are filled with challenges from building a client base from scratch to learning each lender’s credit preferences.
Having an experienced mentor will help you win and retain clients, structure tricky deals, avoid costly compliance mistakes, and build the confidence and pipeline you need to run a sustainable business long after the mentorship has concluded.
