Realise
Training Group
2026 Mentoring Programme
Transform Your Career with Comprehensive 24-Month Structured Mentoring
Skills-based development pathway focusing on confidence, compliance, and high performance
Programme Overview
What You'll Experience
- Structured 24-month mentoring programme
- Regular one-on-one feedback sessions
- Quarterly reviews and progress reports
- Hands-on experience in actual brokerage operations
- Industry networking opportunities
- Observation of real client interviews
BE Financial Integration
- Attend BE Financial staff meetings (in person)
- Join industry functions as BE Financial team member
- Office time at BE Financial for real-world experience
- Observe client interviews across various loan purposes
- Learn from established industry professionals
10 Core Modules
Module 1: Customer Engagement Excellence
Master the art of client interaction through:
- Advanced enquiry handling skills
- Professional interview techniques
- Effective note-taking and documentation
- Delivering quality advice with confidence
Module 2: Administration, Workflow & Operational Capability
Build efficient business operations:
- Workflow optimization strategies
- Loan tracking system mastery
- Administrative best practices
- Operational efficiency techniques
Module 3: Lending Scenarios
Mandatory Scenarios:
- First home buyers
- Property refinancing
- Construction loans
- Investment properties
Advanced Scenarios:
- Trust lending structures
- SMSF borrowing
- Reverse mortgages
- Complex commercial scenarios
Module 4: Research, Analysis & Recommendations
Develop analytical expertise:
- Comprehensive research methodology
- Deep lender policy knowledge
- Data analysis and interpretation
- Evidence-based recommendation systems
Module 5: Loan Submission Mastery
Perfect your submission process:
- Required documentation compilation
- Compliance documentation preparation
- Submission quality control
- Lender-specific requirements
Module 6: Compliance & Professional Standards
Ensure regulatory excellence:
- Regulatory framework understanding
- Compliant loan packaging techniques
- Professional standards adherence
- Risk management protocols
Module 7: Submission Vetting & Quality Assurance
Achieve submission perfection:
- Mentor-assisted vetting process
- Quality assurance methodologies
- Continuous improvement feedback
- Progress toward 12 successful settlements milestone
Module 8: Business Sustainability & Growth
Build your business foundation:
- Cashflow planning and management
- Lead generation strategies
- Professional networking techniques
- Business development methodologies
Module 9: Self-Management for Brokers
Master professional self-care:
- Health & wellness strategies
- Stress management techniques
- Conflict resolution skills
- Work-life balance optimization
Module 10: Observational Learning
Learn through observation:
- Minimum 6 mentor observations
- Minimum 6 mentee observations
- Real-time feedback and coaching
- Best practice identification and implementation
Programme Outcomes
Confident Client Interviews
Deliver compliant, client-centred interviews with professional expertise
Complex Scenario Analysis
Master complex lending scenarios with comprehensive solution recommendations
Audit-Proof Submissions
Create high-quality, compliant loan submissions that withstand scrutiny
Efficient Operations
Streamline business operations for maximum productivity and profitability
Sustainable Growth
Develop sustainable lead generation pathways for long-term success
Professional Self-Management
Maintain professional excellence and personal wellbeing throughout your career
Complete Career Pathway
Professional Qualifications & Mentoring
Our comprehensive approach combines nationally recognised qualifications with structured mentoring
FNS40821 Certificate IV
Finance and Mortgage Broking
FNS50322 Diploma
Finance and Mortgage Broking Management
24-Month Mentoring
Structured professional development
Pricing Options
Mentoring Programme
For New to Industry Brokers
Per month face-to-face
- 24-month structured programme
- Following MFAA approved standards
- Real-world compliance focus
- Professional development
One Solution Package
Certificate IV + Diploma + 24 Months Mentoring
for 24 months face-to-face mentoring
- Complete career pathway
- Limited mentoring places
- Premium support throughout
Limited mentoring places available to ensure quality support. Prices may be reviewed over time.
Download Programme Information:
Ready to Transform Your Career?
Join our comprehensive mentoring programme and build your successful mortgage broking career