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What are the steps involved to become a Mortgage Broker?

  • Completed Certificate IV or Diploma of Finance and Mortgage Broking
  • Police Check (no more than 12 mths old)
  • Credit report / Bankruptcy check (no more than 3 mths old)
  • AML/CTF Training Certificate
  • 100 Points ID Certified
  • Current Resume / Curriculum Vitae (CV)
  • 2 References (required for individual loan writers only)
  • Mentor Confirmation form – Letter from Mentor confirming Mentoring arrangement
  • Professional Indemnity Insurance
  • Aggregator Agreement
  • Credit Representative Status
  • External Dispute Resolution Scheme – (EDR) Membership – AFCA
  • Lender Training Sessions
  • Compliance Training Sessions with your Australian Credit Licence Holder (ACL) Holder
  • Lender Accreditations
  • Ready to begin as a Professional Mortgage Broker