Grow Your Settlements, Work Less Hours

  • Imagine being assigned a personal team of experts, each specializing in a unique area of broker operations, to help you solve your daily challenges.

  • Imagine having quick and easy access to the answers, resources and knowledge to operate a more efficient, referable and profitable business.

  • And imagine being part of a community of like-minded motivated brokers who openly share to help each other go further and faster than they could on their own.

  • That’s what Ultimate Broker membership offers. We’re not ‘gurus’ in loan scenarios, we bring real-world experience, results and structure for you to apply in your broking business.

And this is your opportunity to join us.

Australia’s Most Effective Training for Established Mortgage Brokers
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120+ Ultimate Broker members have already settled an additional $2.45 billion in loans. Moreover, they enjoy the income, meaning and choice that comes with running a more structured, efficient and consistent broking business.

Consider this:

How is it some brokers are able to ‘out-settle’ their peers, using the same software, in the same market, with a similar average deal size?

Despite what some people want you to believe, it has less to do with marketing and tactics, and a lot more to do with structure, process, systems and staff.

The result?  You operate a more efficient and referable business.

Here’s the unfiltered truth:

Running a broking business these days is tougher than it used to be and there is no single secret that changes everything.

No single workshop of PD Day delivers all the answers.

And how can they?

Loan processing, generating leads, implementing systems, automating tasks, hiring loan writers or admin staff and training them to free up your time.

These are a broad range of skills that can’t be learned over a handful of Zoom sessions.

And yet, in addition to writing loans, you need to be proficient in all these areas if you want to run a business that gives you the time and means to enjoy more rewarding life.

We’re not pretending that’s easy, but we make it much easier than doing it alone

But you’re not going to hire experts in the process, automation, strategy, marketing, sales, leadership and peak performance at all the same time.

That would be prohibitively expensive.

The Ultimate Broker membership gives you personal access to mentors with deep subject mastery and industry knowledge with the track record to prove it.
Problems we help you solve include:

TIME

You consistently feel busy, work long hours and occasionally feel overwhelmed

EFFICIENCY

You find loan administration tedious and you’d like to operate more smoothly without you doing it all

LEADS

You want a consistent flow of quality enquiry from people you know you can help

PROCESS

You’d like best a practice process that reduces your handling time per file and increases one-touch approvals

STRUCTURE

You would like to go from being reactive to operating with control and consistency

PEOPLE

You went into business to be a great broker, but hiring and managing admin staff and loan writers can be time consuming, stressful and costly

On any given day you could be busy chasing an assessor, gathering loan docs, reading emails, researching a deal, and the list goes on.

That’s why we have no interest in bombarding you with content.

To the contrary, over the past 8 years we’ve flipped traditional training so you get pragmatic, actionable knowledge and tools to help you address your biggest challenges.

Your Support

The broking industry is complex enough. That’s why, through a team of experts assigned to you, we help you simplify how you operate so you reach your goals more easily.

What does the support look like?
  • Group and personalised coaching with our coaches in loan processing, sales, hiring staff, business systems, time management, automation, business efficiencies and more

  • Exclusive access to a proprietary library of best practice tools for you to implement so you can systemise your business

  • Practical and professionally designed client acquisition tools to generate a steady flow of quality enquiry

  • Operational analysis to optimise file efficiency, productivity and profits

  • Connect, share and learn from other members in a safe, ego-free environment that’s about camaraderie, not competition

  • Fortnightly group training sessions that follow a proven curriculum to build your knowledge, skills and confidence

  • Personal accountability, because sometimes it takes someone else to see more in us than we do in ourselves

  • Recognition for your accomplishments, progress and wins

What else do I need to know?
  • Ultimate Broker only enrols 6 members each month because of the tailored support provided to each member.  We receive around 6+ enquiries for each spot.
  • Membership is assigned to a business, not an individual.  That way, PAYG brokers and/or admin staff within your business can also access the tools and support
  • Members are eligible for approximately 26 CPD points per annum.

This service is NOT for:

  • People who are new to industry
  • People who would rather save money than save time
  • People who are treating this as a hobby or part-time gig
  • People who don’t care about providing quality service

This service IS for:

  • People who want to substantially increase their settlement and trail income
  • People who want to grow with structure, systems and consistency
  • People with existing revenue of at least $15K per month
  • People with a can-do attitude who are action takers
  • People who are great to work with
PLEASE NOTE
Ultimate Broker is Invitation-Only

To apply, we have a simple 2-step application process to determine if there’s a great fit.

Step 1: It is to complete a short questionnaire (60 seconds) and organise a brief introductory call of around 15 minutes.

The purpose of the call is to learn about you and your business and what you’re looking to achieve.

If we can’t help you, we will let you know who you should be talking to.

Step 2: If we can help, we can organise a more in-depth consultation to discuss your business in more detail.

And, because of our unique ‘love it or leave it policy’, if we invite you to become a member, it provides you the opportunity to ‘try us out’ before committing.

The reason we do this is to reduce the risk for both of us.

You get to determine if we’re a great fit for you, and we can be confident of having another great member we know we can help.

Here’s what to do now: If our approach resonates with you, press the ‘Apply Now’ button and follow the process to the end to organise your call.

Apply to become an Ultimate Broker
Want To Be Our Next Success Story?

Will Unkles

From $60M to $110MM while reducing workload by 20%

40Forty Finance

Daniela Greening

Considerable growth while maintaining a work-life balance

Olive Tree Finance

Jordan Giltrap-Ryall

From $9M to $18M+ per month while getting weekends back

Kelston Capital

Apply to become an Ultimate Broker