Frontier Mentoring

by finweb

Propel your mortgage broking success with frontier mentoring.

Frontier is our online mentoring programme designed to turn good people into extraordinary brokers.

We do things differently.

From day one, we focus on teaching the core value activities for broker success:

Referral development

Client service and communication

Compliance and great credit advice

Learn the advantages of delegating and automating the low value tasks using our admin and loan processing support, so you can spend more time on high value activities that will propel your success.

What you’ll learn

Develop High Performance Broker habits from day one.

Here’s how your mentoring program will look:

Getting started

Learn the basics, including good customer service, systems, client psychology. Set your goals and identify your first clients.

Your first wins

Time to apply policy to reality. Prepare your first deal, identify potential referrers and read financials

Automate & delegate

Consolidate your drivers of success. Measure your wins. Discover the secrets of long-term client loyalty. Delve into more complex scenarios.

Be the go-to expert

Explore additional service streams. Refine your business plan and set your Key Performance Indicators. Understand client feedback and build your social media profile.

Becoming Epic!

Moving to the next level. Consolidate your product knowledge and referral relationships. Master the art of client communication. Plan your next 12 months.

what we don’t teach, is just as important:

X

Data Entry

X

Loan Submission Preparation

X

Wasting Time

Meet the leadership team

James Angus
CEO
James started finweb in 2005, in pursuit of his passion of using his skills to help clients achieve their goals.
Rob Roberts
Operations Manager
A strong and long history in sales training, and developing business growth strategies for major business.
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Stewart Craig
Group Mentor
Experienced Mentor with a demonstrated history of working in the financial services industry.
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Rose Bien
File Manager Team Lead
Rose runs the File Management team, of which she has been an integral team member since 2017.

Turbocharge your career in mortgage broking

Through delegating and automating the low value tasks using our admin and loan processing team, the habits of highly successful and experienced brokers, will be yours within months.