- 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
