Create. your own future in mortgage broking... Intelligent Mentoring

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1 Create your own future in mortgage broking... Intelligent Mentoring

2 Create your own future with mortgage broking Are you ready to take control of your future? Are you prepared to invest in yourself now so you can reap the benefits later? If you take the right approach, mortgage broking can be one of the most financially and personally rewarding businesses there is. It can enable you to: Boost your income and improve your family s lifestyle while you build a valuable and highly saleable asset Help your clients achieve their dream of home ownership or property investment while you develop long-term, mutually beneficial relationships. Learning about the mortgage industry can be a steep learning curve. It s no wonder many new mortgage brokers feel overwhelmed and never achieve the top-level success they want for their businesses. New compliance requirements in Australia require entrants to the mortgage broking industry to be guided by an MFAA Certified Mentor. To achieve real and lasting success as a mortgage broker, you need the right tools and the right guidance to use them effectively. 0 3 months Setting the foundation Business plan Basic tools Accreditations Compliance Mortgage software set up Product research Basic case studies Basic selling activities Time management 3 6 months Building a viable business Goal setting Lead generation Loan file set up Applications Product & policy Role plays Selling YOU You create an actionable business plan with clear goals and objectives for maximising your potential to become a top performing broker. You start to build a loyal client base, resulting in ongoing repeat business and referrals. Master Class To give you and your mortgage broking business a flying start, Masters Broker Group has developed Master Class an innovative mortgage broker mentoring program designed for new entrants to the mortgage broking industry.

3 Success from the start Our Master Class will guide you to success from the start. A comprehensive program structure certified by the Mortgage & Finance Association of Australia (MFAA), the industry s peak body, will provide you with a step by step road map to mortgage broking. Your mentors will pass on their know-how, skills and passion for mortgage broking to equip you with the systems, knowledge, tools and tips you need to have the best chance of becoming a high achieving mortgage broker months Developing business value Process improvement Customer relationship management strategies Marketing Complex applications First Home Owner Grant compliance Advanced lead generation strategies You build expertise in more complex loan scenarios, while your marketing strategies cement your business value in the market place months Increasing your value proposition Business & Trust structures Self employed applications Commercial & business finance Reading financials Client retention tools & strategies Business planning review Generating repeat business You become proficient with commercial lending and reap the financial rewards that come with it. Your investment We will discuss the Master Class fee structure with you at your initial meeting with Masters Broker Group. This will help you make an informed decision. As long as you have the self-belief, professionalism, drive and determination to succeed, this investment in your future will reap substantial and multiple dividends for you and your mortgage broking business. That is our promise.

4 Your customised program Master Class is a personalised mentoring program. We will design a personal action plan to give you the confidence, skills and knowledge you need to work with clients as a professional, skilled and ethical mortgage broker. We will give you all the tools and resources you need used by your mentors in their own highly successful mortgage broking businesses. Your new business will benefit from Masters Broker Group s long-standing and strong relationships with MFAA, lenders, and aggregators. We will guide you through loan scenarios and real-life negotiations. We will help you develop effective communication skills. And we will support you as you gain confidence to manage difficult and complex situations. You will learn how to attract more leads and achieve a high rate of conversion. We will pass on our tips for marketing from raising your profile using media coverage and website search engine optimisation through to winning industry recognition awards. We will show you how to create a saleable asset that will increase in value as your business goes from strength to strength. We will show you how to become a confident, successful investor by utilising your skills to create your own wealth. You will have access to a wealth of regularly updated accredited training opportunities for your continuing professional development. You will join a network of like-minded people who want to succeed. Together you can celebrate your successes, share your ideas, and discuss the issues that impact on your business months Consolidate and grow Complementary products Key performance indicators Managing risk Procedures Expansion Outsourcing Diversification strategies 2 years A new beginning Completion of mentor program Full membership with MFAA certification Option to apply for Australian Credit Licence (ACL) As your profile grows, you attract positive attention within the industry while your business becomes an increasingly valuable asset. You are confident, successful and performing well. Your pathway to becoming a top performing mortgage broker is clear. Your next step Start building your own top-performing mortgage broking business today. Visit our website, Then complete our questionnaire Have you got what it takes?, which will help you determine whether you have the attributes, transferable skills and experience to become a successful mortgage broker. Submit your completed questionnaire and we will contact you within 48 hours to make an appointment for a pre-qualification meeting.

5 About Masters Broker Group Masters Broker Group was founded by Mario Borg and Andrew Tan in 2012 to meet the need for new entrants to the mortgage broking industry in Australia. Our directors your mentors Mario Borg BBus(Acc) MBA DipFS(FP) DipFS(MB) For Mario, deciding to leave a well paid senior position in financial services was a life-changing decision that he had to make to achieve his goal of launching his own business and building a secure financial future for his family. At first, the pressures of running his own business were a challenge for Mario. As founder of his former company, Mortgage Achievers, he did not take any salary home for the first six months. But he knew that if he put in the effort at the start, the rewards would come later. And once the momentum kicked in, he never looked back. Within a few years, Mario had earned the first of five consecutive Diamond Sales Master awards from PLAN Australia, one of the largest mortgage aggregators in Australasia. He has been a PLAN Sales Master every year since PLAN s award ranking recognition scheme was launched in For the past seven years, Mario has been ranked in Mortgage Professional Australia (MPA) magazine s Top 100 Mortgage Broker national ratings achieving a personal best of 24th place in Mario is a respected media commentator, featuring regularly in MPA magazine and on Channel 7 News commenting on interest rate movements. Now, as an MFAA Certified Mentor, Mario is helping others to achieve their career goals in the mortgage broking industry. Andrew Tan BEng(Mech)Hons DipFS(FP) DipFS(MB) As a qualified mechanical engineer, Andrew began his career in operations research and manufacturing systems. But it was clear that he would need to create his own opportunities to achieve the level of financial security he wanted for himself and his family. Having decided to go self-employed, Andrew entered the mortgage industry in 1997 as co-founder of what was to become a very successful mortgage broking company, Capital Power Pty Ltd. Utilising his engineering expertise, he instigated many pioneering processes that resulted in faster application-to-settlement turnaround times and improved customer experiences. In 2003, Andrew co-founded Members First Broker Network Pty Ltd, a mortgage sub-aggregator which soon became one of the most successful super-groups within PLAN Australia. By 2012, Andrew s company had a mortgage portfolio of around $2 billion. The business was acquired by Ballast Finance Pty Ltd in Andrew has specialist expertise in debt structuring, gearing strategies, debt recycling, and mortgage minimisation. Andrew has a track record of helping new-to-industry mortgage brokers grow highly successful businesses. His innovative use of technology and systems has helped many mortgage brokers to make their businesses more profitable and robust.

6 Mario s unwavering adherence to quality systems and industry best practice is apparent. This is how you get to make it on and stay on our Industry Leadership Boards. Therese O Neill Alphabroker Mentoring Andrew has been a guiding light for all aspects of my business. His creative advice and outstanding industry knowledge has helped my business grow from average to outstanding. Phoebe Blamey Clover Financial Mario gave me a practical, proven road map and the systems he used to build his own highly successful mortgage broking business. I can t recommend him highly enough for brokers wanting to build their own businesses. Steve Morrison The Loan Operator Andrew has been a crucial partner in growing my business. His dynamic methods for leveraging systems and technology to improve my bottom line have made for a brilliant partnership, as well as adding significant value to my business. Anuj Aggarwal Quick Home Mortgage Find out more... Phone: Fax: masterclass@mastersbrokergroup.com.au Web: St Kilda Road Towers, Level 1, 1 Queens Road, Melbourne Vic 3004 Masters Broker Group Pty Ltd (ACN ) as trustee for Masters Broker Group Unit Trust trading as Masters Broker Group