Your Future Starts at echoice echoice Broker Academy

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1 Your Future Starts at echoice echoice Broker Academy 1

2 The echoice Broker Academy is the program of choice for individuals seeking a successful transition to a career in Mortgage Broking, and we are not the only ones who think so... Our Broker Academy has been awarded a Finalists ranking at both the Australian Broking Awards and The Australian Banking & Finance Awards in 2014 and This is your unique opportunity to be part of a new wave of successful brokers and receive support from an award winning team of the industry s best! 2

3 echoice Broker Academy About Us Established over 16 years ago, echoice has fast become a major digital brand that has helped over 50,000 Australians secure a home loan through a network of over 25 lenders, and hundreds of loan products. At echoice our core focus is to empower consumers with accurate and best-fit information on hundreds of loan products throughout the entire loan life cycle. Our brokers are dedicated professionals and experts in their field. Unlike our competitors in the industry, echoice is a boutique operator, servicing a niche and selective group of brokers. echoice s success and growth to date has been achieved by powering its brokers with the right levels of service, tools and support. echoice has continually been recognised as an industry leading organisation over a number of years. Award Winning Brand Winner 2013 ABA, Best Digital Presence Winner 2014 MFAA, Aggregator of the Year Award (Retail & Wholesale) Winner 2014 ABA, Boutique Aggregator of the Year Finalist 2015 & 2014 AB+F, Best Career Development Programme Finalist 2015 & 2014 ABA, Best Training and Education Finalist 2014 ABA, Best Innovator + Major Brokerage of the Year Franchise. What is the Broker Academy? Our Broker Academy is focused on fostering passionate and motivated entrants into the mortgage and finance industry. It is an intensive program which delivers core job ready skills that will enable you to succeed as an echoice Broker managing your own business and building a long term, tangible asset that is yours. The Broker Academy is a comprehensive program that consists of a range of flexible learning solutions tailored to meet your learning and lifestyle needs. Tailor your pathway by selecting from online tutorials, webinars, workshops, and self paced, all designed to get you job ready in the shortest possible timeframe. Joining the Academy Our Academy caters for both new entrants to the industry as well as those currently working within financial services. To join the Broker Academy you will require; Certificate IV in Finance & Mortgage Broking Please Note: echoice offers new entrants an option to complete IV in Finance & Mortgage Broking with our Industry preferred partner AAMC Training MFAA or FBAA membership Professional Indemnity Insurance An ABN Credit & Investment Ombudsman (CIO) Membership Certificate. Additionally, you must meet the minimum requirements provided in a checklist that will be given to you prior to commencement. You will also be evaluated on your work history, skills and knowledge, and life experiences. What Does the Academy Focus On? At echoice, our success is attributed to the success of our Mortgage Brokers. Therefore, we are seeking motivated and capable participants who are looking for an opportunity that will set them apart. Our offering includes; 1. A comprehensive development program 2. Provision of a range of tools and resources 3. Ongoing one-on-one support. How Does the Academy Work? The Broker Academy commences with five intensive days of face-toface workshops. Participants will be introduced to our partners to begin building those essential relationships. We also develop your skills in systems and processes we know to be most effective. Graduates of the Broker Academy may apply to receive our highly qualified leads. Successful applicants will complete an additional two weeks of formal instruction, offered via flexible delivery, allowing participants to fit their development into their busy lives. Please Note: It is essential that all participants attend one full week of face-to-face tuition in either our Sydney. Melbourne or Brisbane intakes. 3

4 Benefits of the Academy Helping You Grow Your Business Our focus is to help you manage and grow your business and build a sustainable, successful career within the industry. echoice gives you all the benefits of a national brand, industry leading tools, ongoing mentoring and support, licensing and compliance, without any franchise fees and marketing levies. We offer: Flexible Commission Models Access to High Quality Lead and Appointment Models (by invitation only - echoice Home Loan Manager) Award Winning Technology Award Winning Aggregation Model Support and Investment in Your Business Set & Forget Marketing Campaigns. Unique IT Platform A finalist at the Australian Broking Awards in 2014, FLeaTS (Fulfillment Lead Tracking System), is echoice s end-to-end technology platform designed and built in house by echoice s own development team. With ongoing updates and investments, it ensures our brokers are supported and empowered to service their clients faster, more easily and with greater care. FLeaTS technology platform and software will enable you to efficiently manage your own business as a mortgage broker, some of its features include; Loan Qualifier Calculates client s borrowing capacity and loan qualification options Lead Management Tool - Start to end CRM, including & SMS functionality Electronic Lodgement e-lodgement via NextGen s ApplyOnline Brokerpedia Access industry related information like lender policies Australian Property Monitors Improve client loyalty with free property reports CPD Training Earn CPD hours & automatically track progress Marketing Tools & Services echoice s award winning Marketing Team has developed the My Marketing Toolkit, giving you access to free marketing tools and resources. These resources focus on providing you with the strategies, developments and tools you need to better grow your business. The My Marketing Toolkit assisits with building out your client aquisition, engagement and retention communication plan. Some of these tools include: Social Media Management Outsource your social media strategy Set & Forget Campaigns - Automated retention campaigns RBA Campaigns Access to industry commentary and promotions Property e-booklets Educate your clients with access to segmented property booklets Community Marketing & Strategic Alliances A range of customisable Community Marketing flyers Diversification Opportunity Programs Make additional income with external pratner referral programs. Meet A Past Graduate Griffin Czipri MPA YOUNG GUNS 2015 BANK WEST ROOKIE OF THE YEAR 2013 Blacktown, NSW At only 25 years of age, Griffin Czipri is a young and savvy broker who has outperformed in both client acquisition and sales. In 2013, Griffin secured more than $40 million dollars in loan volumes well above the average volume of sales for most owner-operator brokers in the same category and in 2013 booked between appointments with new clients per month (with more than 80% of his clients being referred through echoice). The exceptional training and support I received at the echoice Broker Academy enabled me to hit the ground running in my broking career. The steady flow of highly qualified leads helped build my sales pipeline from day one, from which I now generate regular referrals from satisfied clients. Commissions Quick & easy claiming. 4

5 One Path, Many Entry Points Broker Academy Matrix Schedule We have one path with many entry points, so we cater to everyone. Work through the Question and Answer below to determine the best entry point for you! NEW STARTER QUALIFIED COMPLIANT ALMOST THERE Do you hold a minimum Certificate IV in Finance & Mortgage Broking? Do you currently hold CIO membership & Professional Indemnity Insurance? Are you currently a member of MFAA or FBAA? Do you have proven effective sales ability & working knowledge of our industry leading software? LET US SUPPORT YOU TO OBTAIN: Formal Qualification Minimum Compliance Requirements Minimum Compliance Requirements THE COST OF THE PROGRAM: $1,500 incl GST $1,000 incl GST $1,000 incl GST $1,000 incl GST *Not including compliance requirements, industry membership and insurances. Please refer to the Getting Ready Checklist for detailed break-down of all costs. This is your unique opportunity to be part of a new wave of successful brokers and receive support from an award winning team of the industry s best! If you think the echoice Broker Academy might be for you, then get in touch at bsupport@echoice.com.au. For more information call or visit 5