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”, we’re a collective of real-world business owners and experts that bring a practical, proven skills for you to apply.
And this is your opportunity to join us.
Run a more efficient, referable and profitable broking business
What does it take to grow your volumes, increase profit and have a better work-life balance without grinding away for years or exhausting yourself in the process?
Despite what some ‘gurus’ want you to believe, it’s not a couple of marketing hacks, awards or tactics that will transform your business.
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.
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.
You consistently feel busy, work long hours and occasionally feel overwhelmed
You find loan administration tedious and you’d like to operate more smoothly without you doing it all
You want a consistent flow of quality enquiry from people you know you can help
You’d like best a practice process that reduces your handling time per file and increases one-touch approvals
You would like to go from being reactive to operating with control and consistency
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.
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.
Group and 1:1 coaching with our team of advisors in broker operations, loan processing, lead generation, sales, hiring staff, time management 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
Ultimate Broker is delivered through two learning pathways: group or group + 1-on-1.
Both options exist because over the years we have noticed people have different preferences for how they learn and the type of support they want.
Some people want accountability, some want a sounding board and some brokers want a clear direction on what they should be doing.
That’s why we never pretend nor try to box all members into a ‘one size fits all’ solution.
Every broker, just like every lending client has their own unique scenario, and that’s why your support is tailored to your goals, challenges and areas of focus.
Though we know our methods work, at this stage, you don’t know they are going to work for you.
That’s why, to give you some comfort, we are prepared to guarantee results.
For all members who join, if you implement your plan (as guided by us), then we will guarantee a 4X return on your investment*.
Simple as that. You get at least a 4X return on your investment of added revenue or we’ll work with you for free until you do.
* Terms and Conditions Apply
We treat our clients like we want to be treated, which is why 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 this approach sits comfortably with you, press the ‘Book Now’ button and follow the process to the end to organise your call.