Business Tools To Build a Mortgage Broking Business

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Business Plan for Mortgage Brokers

Put this business plan at your workstation to remind you of what you are doing this for.

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Ideal Customer Worksheet

Who is your ideal customer? Define your ideal customer using this worksheet.

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Value Proposition Worksheet

Use this worksheet to help shape your value proposition.

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Brand Brief Template
What our members say about us
Becoming a Mortgage Broker with us
Brand Brief Template

Complete this brand brief template before speaking to your graphic designers.

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What our members say about us

Hear what our members say about working with us.

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Becoming a Mortgage Broker with us

Step-by-step guide to joining our Mortgage Broker team

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Ready to chat to one of our team?

Our Recent Reviews

As a new broker to the industry, investing in the support from Masters Broker Group has made a massive difference to my business. I definitely can recommend their services if you’re looking to build your broking business.

Michael Lawes

I joined MBG after completing my mentorship with a different group. I am so glad that I made this move. They have established a gold standard in mortgage broking mentorship. I had the distinct pleasure of being mentored by Andrew & Mario. Would like to express my sincere appreciation for their guidance and support, which has been invaluable to my professional development. Both Mentors at MBG possess a rare combination of expertise in Mortgage broking and a genuine commitment to fostering growth in their mentees. I wholeheartedly recommend Andrew & Mario as a mentor. Their dedication to their mentees, combined with their expertise and exceptional interpersonal skills, makes them an invaluable asset. I am incredibly grateful for their investment in my development and I am confident that they will continue to make a significant positive impact on the careers of others.

Dharmaraj Dhigare

Andrew and Mario's personalized guidance and deep knowledge of the industry gave me the confidence and skills I needed to grow my business

Bishnu Prasad Kandel

Masters Broker Group has been a game-changer for my career as a mortgage broker. Their hands-on mentoring and coaching provide incredible support, especially for new brokers. Andrew Tan and Mario Borg offer complementary skills that create a well-rounded learning experience, covering both technical knowledge and interpersonal skills. Learning from a MPA Top 100 broker and their blueprint for success has been invaluable. They are truly the best of the best. Since joining, I’ve gained confidence and skills, and I highly recommend Masters Broker Group to anyone starting in the industry!

Sam Cuthbertson

Frequently Asked Questions

What makes you different from other broker groups?

MBG is a comprehensive sub-aggregator broker group offering a full range of services to help brokers achieve success at any stage. Whether you're new to the industry or an experienced broker, we provide customised coaching and programs tailored to your specific needs. Beyond individual support, we've built a strong broker community where you get the independence of running your own business with the backing and camaraderie of being part of something bigger.

How quickly will I be writing loans and earning income?

You'll be expected to submit mortgage applications from the very start of the program. Our philosophy is getting your business operational as fast as possible. Most members are processing their first loans within weeks, not months. We push you to perform because that's how you learn and earn quickly.

Do you offer ongoing support beyond the initial training period?

Absolutely! In line with MFAA and FBAA requirements, all new brokers receive certified mentoring for the mandatory 2-year period. However, our commitment extends far beyond regulatory minimums - you'll have ongoing access to mentoring support, business coaching, and our community of successful brokers throughout your entire journey with us.

What commission structure do you offer and do I own my business?

We offer industry-leading commissions starting at 92% upfront and 92% trail - significantly higher than most aggregators. What sets us apart further is our performance-based tier system: achieve $20m in settlements over any consecutive 12-month period and your commission increases to 95/95. Reach $40m in settlements over any consecutive 12-month period and you'll move to our top tier of 97/97. Once you've earned a higher tier, you maintain those rates permanently regardless of future settlement volumes.

How intensive is the program and what's expected of me?

This isn't a casual course - you'll be pushed to reach your potential. The workshops are intensive, combining technical training with real-world application. You'll work on actual loan scenarios, receive business coaching, and be expected to actively build your pipeline from day one. We're looking for people serious about success.

How do I know if I'm a good fit for the program?

We have a qualification process because our program isn't for everyone. Complete our "Have you got what it takes?" questionnaire to see if we're the right match. We're selective because we're committed to each member's success - we only work with people who have the drive and commitment to build a top-performing mortgage business.