Qualifications & requirements

A Mortgage Choice franchise is an outstanding investment, so naturally, our franchisees are the best and the brightest. After all, our customers have come to expect the best from us.


What does a Mortgage Choice franchisee look like?

A ‘people person’ genuinely committed to helping people and able to bring out the best in others.A ‘people person’ genuinely committed to helping people and able to bring out the best in others.

A positive outlook with a ‘can-do’ attitude, a high level of energy and tonnes of enthusiasm.

An excellent communicator with the ability to provide outstanding customer service.

Able to manage and motivate your employees.

Not afraid to roll up your sleeves, work hard, learn and try new things.

Driven to be the very best with a proven track record of success.

Prepared to be an active team player as part of the Mortgage Choice franchise network.

Committed to always acting in the best interests of the customer and focused on doing ‘the right thing’

Determined to make a positive contribution to your local community.

8 steps to become a Mortgage Choice broker

Call our Franchise Recruitment Team today on 1300 650 330 for a confidential, no obligation chat to discuss your goals. Or email any questions you may have to franchising@mortgagechoice.com.au.

We’d like to get to know you – and we’re sure you’d like to know more about us. This is your chance to meet the Mortgage Choice local team and ask plenty of questions.

We ask you to develop a business plan – it’s okay, we provide the tools and support you need. Then, our team will review the blueprint for your business to help you develop a workable action plan.

You’ll receive conditional approval to purchase a franchise – you’re almost in business now!

Complete any accreditation you need including the Certificate IV in Finance and Mortgage Broking.

You’ll be asked to sign a Franchise Agreement, offcially making you part of the Mortgage Choice network. Welcome aboard!

Time to head to the classroom with our 2-week induction program held at our Head Office in Sydney. As well as learning everything you need to know about being a mortgage broker, it’s a chance to meet with other new franchisees and pick up valuable pointers for success from more established franchisees.

Once all the paperwork is finalised and your induction training is complete, you’ll be running your own business. Your Sales and Credit Coach will continue to mentor you for the next two years as part of our Accelerate Partnership Program to help you build a vibrant and rewarding business.

Take the first step - contact our team today.


The rookie journey checklist

Successfully complete Certificate & Diploma in finance and mortgage broking

Complete our business plan and cash flow management forecast templates

Create business entity or trust

Obtain background checks – Criminal, Credit and Bankruptcy

Provide proof of professional indemnity insurance

Sign agreements

Attend our in house rookie training program

Keep in touch about franchise opportunities at Mortgage Choice

Stay in the know about upcoming webinars, events, and market news.