What the move really looks like
The transition doesn’t have to feel uncertain. We guide you through accreditation, help you get set up properly, and stay close as you get established.
Once you’re up and running, you’ve got everything in one place. Our Mercury Nexus CRM helps you manage clients, research lenders, and submit applications without jumping between systems.
And it’s not just the tech. We’re there for compliance, marketing, and even building your website if you need it, so you’re not figuring it all out on your own.
If you’re thinking about making the move, these are the four steps most bankers take to get started.
Step 1
Build a financial buffer
Before you make the move, it’s worth having a buffer in place so you’re covered while your pipeline builds. It gives you space to focus on getting established without the pressure of immediate income.
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Step 2
Get the right qualifications
To get started, you’ll need your Certificate IV or Diploma in Finance and Mortgage Broking.
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Step 3
Join an industry body
Being part of an industry association like MFAA or FBAA, along with AFCA, is part of getting set up properly and building trust with your clients from day one.
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Step 4
Set up with Connective
This is where everything comes together. We help you get set up with the right structure, give you access to our CRM and lender panel, and support you across compliance, marketing, and day-to-day operations.
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