Sales through service excellence

Supporting brokers in building a predictable pattern of business growth

Learn from Jason Back, a renowned industry expert with over 30 years of experience, how to build a predictable pattern of business growth in the highly competitive mortgage brokerage industry. As the previous MD of Australian Lending and Investment Centre, 4-time national winner of MPA Independent Brokerage of the Year, 2-time winner of AMA Australian Brokerage of the year, and 2-time MFAA Brokerage of the year, Jason knows what it takes to succeed.

In a market with over 400 lenders, 18,500 credit advisers, 6,000 brokerages, and 7,000 bank staff, providing quality service is critical to stand out from the crowd. Referrals account for over 75% of new business, so selling more is not enough; solid business practices are essential.

Join Jason's Broker Essentials Revolution, a program designed to cover the fundamental aspects of running a successful broking business. Regardless of whether you're a solo practitioner in your first year or a team leader with administrative staff, Broker Essentials will establish a consistent activity platform to accelerate your business growth through service excellence.

Join us in the Broker Essentials Revolution PROGRAM

A bit about Jason...

Jason is Australia’s leading mortgage broker business mentor. The Founder & Director of the multi-award-winning Broker Essentials and is a well-known figure in the finance industry and sought-after media commentator. Jason is a thought leader and subject matter expert in the mortgage broking industry and was named the Australian Broking Awards 2020 Australian Mentor of Year, ABA Thought Leader 2022, Australian Mortgage Awards Industry Service of the year 2020 & 2022, and Mentor of the year Better Business Awards 2021 &22.

In 2016 Jason founded Broker Essentials and launched a training program for brokers after years of inquiries into the best practices and habits of a high-performance business.

Jason was the Managing Director of The Australian Lending & Investment Centre (ALIC) and has been instrumental in taking ALIC to the forefront of the mortgage brokering industry. In 2014,15,16 and 2017, ALIC was voted the top independent brokerage of the year by Mortgage Professional Australia, Australia’s best brokerage in 2014 & 15 at the Australian Mortgage Awards and MFAA in 2016 and 2018.

Jason has created a practical and targeted program for brokers and administration staff that will help them grow their business by focusing on sales through service excellence. Jason’s Broker Essentials Revolution program will take you through the behaviors of the nation’s best brokerage focusing on process, business management, and the client journey.

Jason has over 30 years’ experience in the finance sector, having worked in senior sales, distribution and management roles for ANZ and having provided financial advice and services on behalf of financial planning, equity trading platforms, private banking, lending and retail distribution brands.

Jason has a proven record in developing and executing 'turnaround' distribution models, as well as the development of a target-operating model for a 'start-up' retail distribution business. He is a logical and strategic business leader who generates positive outcomes.

Jason has a passion for people development, keynote speaking, and mentoring is able to provide practical onsite change through his consulting practice and business coaching.

What participants say after attending the masterclass...

Who does Jason work with