BROKERSTART DOCUMENTS

Do this first!

1. Please answer the questions at the top of the page. Most will be prefilled based on your earlier answers.

2. Scroll to the very bottom and click the 'Save and Resume Later' link.

3. Wait until you see the Resume Link. Copy that link and you will use that from now on the continue working on the form.

4. Keep adding paperwork and saving your progress until everything completed. We only ask for documents we definitely need.

5. Read the instructions at each section carefully. There are links and examples to help you.

6. AFG may also ask you to provide these same supporting documents that you upload here. We will give them to AFG for you, but do anything else AFG asks that isn't asked for on here.

** ONLY CLICK 'SEND' WHEN YOU HAVE UPLOADED ALL THE DOCUMENTS.

  • YOUR DETAILS

  • *** Do not use a 'role based' email address like 'info@', office@, sales@, etc' as these email addresses can be blocked due to anti-spam laws.

  • SETUP QUESTIONS

    The answers to these questions will determine what documents and other information we request from you. Please answer them all and then save your progress using the link at the bottom.
  • If not, you will be required to provide a copy of your Visa in the documents section below.
  • If your commissions will be paid to a Pty Ltd Company Account,, or if paid into a Trust where the Trustee is a Company (it pretty much always is), choose Yes.
  • If you are in your first two years or are going to be in our mentoring program for other reasons, click yes.
  • If you have an arrangement with someone who is going to mentor you, choose Yes. If you don't have a specific person who is goint to mentor you, choose No and we will set you up in our FBAA Approved Mentoring Program.
  • (If so, we will be asking you below for a letter from that previous employer that your employment has ended with them).

  • AFCA MEMBERSHIP

    AFCA is the Australian Financial Complaints Authority. They are our EDR (External Dispute Resolution) Scheme. All Credit Represenatives must be a member of AFCA and if you have a company your company must also be a member of AFCA as well as you as an individual. It usually takes them a week to issue membership certificates.

  • PLEASE NOTE: If you are a current AFCA Member, you need to call AFCA on 1300 56 55 62 and let them know that your Licensee is now Mortgage Australia Group, AFCA Member Number 41739.
  • Upload the PDF membership certificate here (not confirmation of your application to join or the email they send you, we need the PDF Member Certificate with your membership number on it).

    If you are already an AFCA member under a different licensee, you need to call AFCA and tell them your new licensee is Mortgage Australia, member number 41739 (failure to do this will delay things).
  • Click above to join AFCA as an individual. Use number 41739 as the 'AFCA membership number of licensee'. When you are issued a certificate, upload it to the left.
  • When AFCA confirms to you that your individual AFCA Membership is in place, please tick this box to confirm. We ask this because sometimes AFCA does not issue membership certificates after you have joined.
  • Because you are joining as a company, you need to join AFCA as a company (as well as joining as an individual). So you should complete the joining form a second time, this time selecting 'Company'. To be clear, you need a certificate for your membership as an individual and also a a certificate for your membership as a company.

    If you are already a Company AFCA member under a different licensee, you need to call AFCA and tell them your new licensee is Mortgage Australia, member number 41739 (failure to do this will delay things).
  • Click above to join AFCA as a COMPANY ACR. Use number 41739 as the 'AFCA membership number of licensee'. When you are issued a certificate, upload it to the left.
  • When AFCA confirms to you that your Company AFCA Membership is in place, please tick this box to confirm. We ask this because sometimes AFCA does not issue membership certificates after you have joined.
  • The AFCA Certificate in the name of the Licensed entity. If your ACL is in your Company name this needs to be a Company Certificate. If the name of your ACL is your personal name, this needs to be in your personal name.

  • MFAA MEMBERSHIP

  • FBAA MEMBERSHIP

  • Click above for instructions on applying to join the FBAA. Please read carefully! Everything you need to join the FBAA is in here.
  • Must be current and not past its expiry date.
  • Carefully read the joining instructions above before applying to join. Everything you need to join the FBAA is in the instructions above.
  • Anti-Money Laundering Certificate. Can be no more than 22 months old (renew it if is close to 2 years old). You can do the FBAA Fundamentals Compliance course to get this if you don't have it already.
  • Members get a lower price, so start joining the FBAA first and ask for the member's price.
  • Anti-Money Laundering Certificate. Can be no more than 22 months old (renew it if is close to 2 years old). Contact the MFAA if you need to renew it or get your most recent copy.

  • BACKGROUND CHECKS

    Lenders require we provide them the below information.
  • Can be no more than 30 days old when you add it here.
  • Can be no more than 30 days old when you add it here.
  • Please use the link on the right. Please search for your company and choose company credit check option.
  • Choose Company, enter your ABN and purchase the CreditorWatch Company Credit Report.
  • Copy of your Visa showing you have the right to work in Australia.
  • Please ensure your resume is up to date and covers right up to the current period.
  • Mortgage Brokers cannot also work for a lender as it creates a conflict of interest. As such, we need to confirm you are not employed by a lender anymore.

  • ASIC REQUIREMENTS

  • A copy of the CL50 for your Australian Credit Licence from the Australian Credit Register portal.
  • Click above to go to the ASIC Credit Register Portal and download the CL50 Form.
  • Click above to search your ABN and save a copy to upload here. Download the PDF file and upload it here.

  • LENDER ACCREDITATION

  • Optional - Download the file to right, complete and upload here. If you have current lender accreditations (if you are with an aggregator now and changing to us) complete this form.

  • ADDITIONAL FILES

  • Click Add File for each additional file you want to upload.

  • **** PLEASE DON'T CLICK SUBMIT UNTIL ALL THE DOCUMENTS HAVE BEEN ADDED AND YOU ARE READY TO PAY THE MONTHLY CREDIT REP FEES!

    1. If you haven't uploaded all your documents, click the 'Save and Resume' link below and come back later when you have more documents ready. You can return and save as many times as you need to.

    2. Please note that when you click 'Save and Resume' it may take some time depending on the size of the files you have added.

    3. Once you have uploaded everything, only then click the Submit button below. If you do that prematurely, email brokersupport@mortgageaustralia.com.au to recover your progress.

    4. The monthly credit rep fees will be chargeable once you submit this form. Please do not submit the form unless you are ready to accept the monthly direct debit.