New Brokers

Have you reached a Pivotal point in your life, and are a new to industry broker that requires mentoring?

At Pivotal Financial we look forward to assisting and developing new to industry brokers with our Broker Academy Mentor Program which is run over a 2 year period. This is a practical and versatile learning programme that offers online, ’in the field’, classroom and one-on-one workshop assistance.

10 Benefits of the Pivotal Financial Broker Academy Mentor Program:

  • Mortgage Sales Process – Getting leads and making first contact with your clients, conducting the interview, presenting the options, packaging the deal, loan submission through to settlement, after sales contact to ensure customer for life
  • Compliance Training – Full compliance training to assist you in being a Connective Credit Representative (ACR).
  • Business planning and goal setting – Create a business plan that is reviewed each 90 days to understand how your business is tracking and where adjustments need to be made for success
  • Software training – Using Connectives Mercury platform to capture clients at the enquiry stage and managing through to the loan submission and settlement. Creating future opportunities with existing clients to grow your loan book
  • Marketing plan – Letting people know who you are and what you do – Websites, logo, business cards, Facebook, LinkedIn
  • Loan Scenarios – Your MFAA qualified mentor dedicated will be available to submit loan scenarios to
  • PD days – full access to Pivotal, RE/MAX and Industry Professional Development days with exposure to the seasoned professionals is the perfect networking advantage
  • Webinars – Comprehensive schedule of webinars accessible from the home or office or at a time of convenience to build your knowledge base
  • Accreditations – Access to Lender accreditation and ongoing product training
  • BDM Relationships – the front line to your lender panel. These individuals want your business, so making sure you are across the who’s who is vital

Get in touch

If you have great people skills, enjoy customer service and really want to make a difference, this could be the ideal industry for you. Pivotal Financial would love to support you in your career growth. Please contact us on 0411 439 611 or email [email protected]


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