FAQs

The questions brokers ask before joining tend to repeat, so they are grouped here by topic rather than piled into one long page. Eight sets cover getting in, getting paid, staying compliant, the support you receive, what the agreement commits you to, the technology you will use, and the practicalities of moving an existing book across from another aggregator. If you are early in your research, this is usually the quickest route to the specific answer you are after.

In this section

• Joining and Qualifications: Frequently Asked Questions — eligibility, education and what to have ready.
• Fees, Costs and Commissions: Frequently Asked Questions — what is charged, when and why.
• Commissions and Earnings: Frequently Asked Questions — how splits, upfront and trail are paid out.
• Compliance and Licensing: Frequently Asked Questions — authorisation, audits and ongoing obligations.
• Mentoring, Training and Support: Frequently Asked Questions — what new brokers receive, and for how long.
• Agreement Terms and Working Arrangements: Frequently Asked Questions — term length, exits and who owns your book.
• Leads, Marketing, Lenders and Technology: Frequently Asked Questions — the panel, the platform and marketing support.
• Switching Aggregators: Frequently Asked Questions — transferring an existing trail book across.

If your question isn't covered here, 1300 667 694 will get you a direct answer.