Forms and Resources

Below are some documents/forms that will be useful for you.
Please follow the submission instructions within the forms.

Have you got what it takes? questionnaire


Mentoring Enrolment Information

  1. Why Masters Broker Group? (PDF)
  2. Budget matrix to set up your new finance/mortgage business
  3. Flowchart to becoming a Finance/Mortgage Broker with us

Contact us or call us on 1300 654 419 for an enrolment form to kick start your new finance/mortgage broking business.


Other Forms

My Credit File Request Form (PDF)

Australian Federal Police – National Name Check  Please use Category 25 for ASIC credit licensing


Business Tools To Build a Mortgage Broking Business

A4 Business Plan for Mortgage Brokers:

Put this business plan at your workstation (or your bathroom mirror), or anywhere visible, to remind you of what you are doing this for.

Business Plan Template for Mortgage Brokers


Who is your ideal customer:

Define your ideal customer using this worksheet.

Ideal customer worksheet


Value Proposition Worksheet:

Use this worksheet to help shape your value proposition.

Value Propositon Worksheet


A Marketing Brand Brief:

Answer the questions in this brand brief template before you speak to your graphic designers.

Brand Brief Template


Contact us for more information