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Mortgage Broker – Warm Leads, Investment Lending Focus

Roles & Responsibilities

  • Cert IV or Diploma in Finance Mortgage Broking
  • 3+ years mortgage broking experience
  • Experience settling off-the-plan, land construction, SMSF or investment loans
  • Excellent verbal and written communication skills with high attention to detail and a member-first mindset

Requirements:

  • Run structured finance sessions with members to review their goals and current position
  • Provide borrowing capacity assessments to members and collaborate with Property Strategists
  • Manage loan applications end-to-end via CRM, AOL, and lender portals
  • Liaise with banks, brokers, and internal teams to push applications through to settlement

Job description

Mortgage Broker – Work Warm Leads. Maximise Settlements. Build Wealth Through Property

Location: Hybrid – Remote with access to Sydney or Melbourne CBD offices

Salary: Commission-only or base + commission available (OTE $200,000+)

Employment Type: Full-time

About Freedom Property Investors

We are Freedom Property Investors, Australia’s #1 property investment group and awarded the 3rd fastest-growing company nationwide by the AFR. With over 10,000 members served, 300+ full-time staff, and 2,000+ five-star Google reviews, we’re proud to be the industry leaders helping everyday Australians achieve long-term financial freedom through property.

We’re looking for experienced, proactive, and results-driven Mortgage Brokers to join our team and help service a consistent pipeline of highly engaged, pre-qualified members.

What You’ll Get

💼 Ongoing flow of high-quality residential investment leads — no prospecting required 📈 On-target earnings of $200,000+ per year

💻 Access to industry-leading CRM systems, back-end loan processing support, and a compliance team

🧠 Mentorship, professional development, and internal training to sharpen your skills

🏢 Access to Sydney or Melbourne CBD office space when needed

🔁 Backbook retention support to protect your trail

What You’ll Be Doing

• Run structured finance sessions with members to review their goals and current position

• Provide borrowing capacity assessments to members and collaborate with Property Strategists

• Workshop on finance scenarios to help members move forward with property purchases

• Manage loan applications end-to-end via CRM, AOL, and lender portals

• Liaise with banks, brokers, and internal teams to push applications through to settlement

• Maintain NCCP compliance and submit all required documents (CNA, FHOG, Discharge Authority, etc.)

• Interpret credit reports and request lender pricing discounts

What You’ll Need to Succeed

• Cert IV or Diploma in Finance & Mortgage Broking

• 3+ years mortgage broking experience

• Strong experience settling off-the-plan, land & construction, SMSF or investment loans

• Excellent verbal and written communication skills

• High attention to detail and a strong member-first mindset

• Confidence using CRM platforms, compliance systems, and lender tools

• Ability to work autonomously with full control of your day

• Bonus: You’re an active investor or highly familiar with the residential investment market

• Willingness to undergo and pass a police checkbackground check, and social media check as a condition of employment

Note: A consent form will be provided to shortlisted candidates as part of the background check process.

Do Not Apply If...

• You’ve only worked in PAYG banking roles and haven’t run your own files

• You’re not comfortable delegating tasks to support teams to help drive deals through to settlement

• You’re uncomfortable working remotely or managing a CRM-based pipeline

• You lack experience in land & build, off-the-plan, or investment lending

Your Scorecard (KPIs)

✔ For All Brokers

• Percentage of loans settled on time (for purchase deals)

• Percentage of purchase loans submitted on time

• Percentage of refinance loans submitted on time

• Percentage of borrowing capacity assessments provided on time

✔ For Brokers on a Base Salary Package Only

• Total loan volume settled

• Number of loans submitted

• Number of borrowing capacity assessments completed

How to Apply

Submit your resume and a short cover letter outlining your experience in mortgage broking, investment lending, and supporting members through property finance.

We’ll contact shortlisted candidates directly to move forward.

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