Who it's for
Mentoring that meets you where your book is today
New brokers
Fresh from your Cert IV or Diploma and writing your first loans. Get help with lender choice, serviceability and building files that stand up to review.
Brokers setting up a business
Moving from employed to self-employed or joining a new aggregator. Set up your systems, your referral network and your numbers properly from day one.
Established brokers
Writing steady volume but stuck at a plateau. Find the gaps in your pipeline, your time and your trail book, and plan the next stage of growth.
What we work on
The practical side of broking, one deal at a time
Every session is built around your real scenarios and your real business, not a generic course.
Sales process
Turn enquiries into clients. Structure your first meeting, present options with confidence, follow up consistently and lift your conversion rate.
Client engagement
Communicate clearly, build trust quickly and create the kind of client experience that leads to repeat business and referrals.
Deal structuring
Lender policy, serviceability, LMI and complex income. Talk through tricky scenarios before they go to submission.
Compliance and BID
Meet your Best Interests Duty with confidence. Clear file notes, needs analysis and preliminary assessments that are easy to audit.
Referral partners
Build relationships with real estate agents, accountants and planners that send you consistent, qualified leads.
Pipeline and workflow
Track every deal from first call to settlement. Work out what to delegate and use your CRM so nothing slips.
Trail book and retention
Look after the clients you already have. Annual reviews, refinance timing and a book that grows in value.
Goals and accountability
Set clear targets for settlements and income, then meet regularly to check progress and adjust the plan.
How it works
A simple path from first chat to regular sessions
Intro call
A relaxed conversation about where you are, what you're writing and where you want to be.
Your plan
We agree on priorities, targets and how often we'll meet, based on your stage and goals.
Regular sessions
Scheduled one-on-one sessions to work through deals, systems and growth, with clear actions each time.
Deal support
Stuck on a scenario between sessions? Get a second set of eyes on it before you submit.
About Chris
Chris Morris
Professional Mortgage Broker Mentor · Award-Winning Finance Broker
Chris Morris is an award-winning finance professional with over 15 years of experience in the mortgage and finance industry. Throughout his career, Chris has built a strong reputation for delivering exceptional customer service, developing long-lasting client relationships and consistently achieving outstanding results.
Chris was a Senior Mortgage Broker with Aussie Home Loans for 15 years. During his time with Aussie, he was recognised as Broker of the Year at both Queensland and national levels. His achievements also include being named a Best Residential Broker Finalist in 2018 and an MFAA Customer Service Award Finalist in 2021.
With extensive experience across residential lending, asset finance, sales and business development, Chris brings a wealth of practical, real-world knowledge to his role as a mentor.
Chris is an MFAA Endorsed Mentor and a Certified Mentor with Mr Mentor, so brokers can be confident they're working with a recognised, accredited mentor.
Chris understands that becoming a successful mortgage broker involves much more than knowing lending policies and products. It takes strong communication skills, confidence, effective client engagement, consistent follow-up and the ability to build trust and lasting relationships. His mentoring helps brokers develop these skills, improve their sales processes and create sustainable, successful careers in finance.
Known for his approachable personality, positive attitude and genuine passion for helping others, Chris believes sharing knowledge and real-life experience is one of the best ways to support the next generation of mortgage brokers.
"My goal is simple: to help brokers build confidence, develop their skills and achieve success. If I can share what I've learnt over the years and help someone become a better broker, that's incredibly rewarding."Chris Morris
Home loans & asset finance
Looking for finance yourself? Chris can help with that too
As well as mentoring brokers, Chris draws on more than 15 years of residential lending and asset finance experience to help people find the right loan for their situation.
Home loans
Whether you're buying your first home, upgrading or investing, his team compares options across a range of lenders and walks you through every step, from pre-approval to settlement.
- First home buyersUnderstand your borrowing power, deposit options and any government grants or schemes you may be eligible for.
- Next home and upgradingBridging finance, timing the sale and purchase, and structuring the new loan.
- RefinancingReview your current loan to see if a better rate, features or structure could save you money.
- Investment propertyLoans structured around your goals, cash flow and long-term plans.
- Construction and self-employedBuilding a home, or income that doesn't fit the standard mould.
Asset finance
Finance for the vehicles and equipment you need, for personal use or to grow your business, with repayments structured to suit your budget and cash flow.
- Car and vehicle loansNew and used cars, utes and motorbikes.
- Business vehiclesWork vehicles, vans and trucks for sole traders and businesses.
- Equipment and machineryPlant, tools, tech and equipment to keep your business running.
- Caravans, boats and leisureFinance for the things you enjoy away from work.
- Chattel mortgage and leasingFind the structure that best suits your tax position and business needs.
Finance enquiry
Want more information? I can help.
Tell Chris a little about what you're looking for and he'll get back to you for an obligation-free chat about your options.
Prefer to talk now? Call 0488 073 025 or email chris@chrisbrokermentor.com.
The information on this page is general in nature and does not take into account your personal objectives, financial situation or needs. All applications are subject to lender approval.
Get in touch
Let's talk about your broking business
Fill in the form and Chris will get back to you to book an obligation-free intro chat. Prefer to talk now? Email or call directly.