The Bank to Broker Program
You’ve spent years inside a bank. You can read a credit policy the way other people read a menu, you’ve assessed more applications than most brokers will see in a career, and every one of those customers walked in the door because the logo above it did the marketing. Now you’re stepping out from under the logo, and here’s the honest truth the aggregators promoting this pathway don’t always say out loud: broking is a people industry, and the bank never needed to teach you that part.
That’s not a criticism. It’s a gap, and gaps can be bridged. This program is the bridge.
What the program is
The Bank to Broker Program takes credit-trained professionals from banking and finance backgrounds and builds the other half of the skillset: finding clients, winning trust, running a pipeline you own, and turning one settlement into a referral engine. Your credit knowledge stops being the whole toolkit and becomes what it should be: your unfair advantage.
What's included:
Duration and session cadence
Most mentees carry two set weekly sessions as a baseline in their first twelve weeks, with additional sessions bookable as your needs develop. For anything urgent between sessions, WhatsApp and phone are open.
Wednesday Group Chat
70+ episodes strong, a live community of brokers at your stage and beyond.
Deal support
The FYI Broker Toolkit
Video library
42 hours of instructional video, organised by stage.
Thursday Wins
Because progress you celebrate is progress you repeat.
Is this right for you?
- Who this is for
- Bankers
- Credit assessors
- Lenders
- Finance professionals moving into broking who respect what they know and are honest about what they don’t yet.
- Who this is not for
Anyone expecting the phone to ring the way it did at the branch. It won’t, at first. We’ll show you how to make it ring; you’ll be the one who dials first.
The Bank to Broker Program
Pricing on request
- Structured 1-on-1 mentoring
- Weekly Wednesday Group Chat
- FYI Broker Toolkit access
- Instructional video library
Free first chat. We check fit both ways.
Book a conversation and find out whether we fit.
The credit skills took you years. The people skills will come faster than you think, with the right mentor beside you.