Residential Broker Program.
Vision Aggregation

Mr. Mentor’s Residential Broker Program is a game changer for the mortgage broking industry, delivering the technical skills required for success.

This lesson is R8. The Appointment

Lesson Outline -

Introducing yourself to clients
Reflect your passion in your profile
The pre-appointment
Providing your Privacy and Credit Guide
Collection of client documents. How and When.
The Appointment and Fact Find
Addressing your clients' Objectives and Requirements
Lending Products and educating your clients
Next Steps to keep the clients engaged with your business

Format

Live Tutorial

Starting date

10th June 2025

11am AEST

Facilitators

Michele Mansfield

Duration

Access for one month

Resources

Tutorial recording

Student guide.

Tools and Templates.
 
Assessment.

Price

Free with Coupon Code

Benefits of the program

  • Comprehensive student guides for each lesson.
  • Interactive live tutorials delivered online, recorded for self-paced learning and revision.
  • Designed to deliver practical and measurable outcomes.
  • Access to an extensive downloadable resource library.
  • MFAA & FBAA approved. CPD hours allocated.
  • Ongoing Continual Professional Development webinars.

Course activities and resources

Michele Mansfield

From Solo Broker to Success: My 21 Years of Mortgage Wisdom - Your Gain

My Mortgage Broking journey wasn't without its challenges. Balancing a thriving business with family care and finances required dexterity. Yet, at its peak, my company employed 10 people! Now, having recently sold the business, I'm brimming with real-world wisdom to share.

What will you learn? Building a strong foundation through robust processes is key. It frees you to focus on client and referral relationships, the heart of success in today's crowded market. My experience – both triumphs and setbacks – will equip you with practical strategies to navigate your own path.

Michele's shared experience ensures Mr. Mentor remains a market leader in delivering comprehensive and practical skill-building for the next generation of mortgage brokers.