Program Overview
The Lendology Mentor Program is a 24-month structured mentorship designed to meet the requirements of the MFAA Mentoring Framework. The program provides mortgage brokers with the guidance, competency development, and practical experience needed to establish a successful and compliant broking practice. It is suitable for both new entrants to the industry and experienced professionals transitioning into broking from lending, banking, or related fields.
The program is delivered nationally via one-on-one Zoom sessions and supported by a private mentor portal with structured resources, session materials, and progress tracking.
Who Is This Program For?
This program is designed for mortgage brokers who are required to complete the MFAA mentoring requirement as a condition of their MFAA membership. It is suitable for brokers who:
- Have completed their Certificate IV in Finance and Mortgage Broking (or Diploma equivalent)
- Are commencing or have recently commenced their career as a mortgage broker
- Are transitioning into mortgage broking from a related field (banking, lending, financial planning, real estate)
- Are seeking structured, professional mentoring that meets MFAA standards
- Wish to build practical competency across all Key Focus Areas defined by the MFAA
Program Structure
The program is divided into four stages, each spanning six months. Sessions are delivered fortnightly or as scheduled between the mentor and mentee.
Core systems, workflows, customer engagement fundamentals, compliance foundations, and initial lending scenario exposure.
Applying knowledge to real scenarios, loan submission quality assurance, research and recommendation skills, and expanding lending scenario coverage.
Advanced lending scenarios, business sustainability planning, deepening compliance understanding, and increasing independence in client interactions.
Self-management, final competency assessments, preparation for independent practice, and program completion review.
Sessions
The program comprises 24 structured sessions delivered over 24 months. Each session is designed to cover specific Key Focus Areas and build upon previous learning. Sessions include discussion, scenario review, practical exercises, and competency assessment.
MFAA Key Focus Areas
The program addresses all nine Key Focus Areas (KFAs) as defined by the MFAA Mentoring Framework:
- Customer Engagement
- Administration & Workflow
- Lending Scenarios
- Research, Analysis & Recommendation
- Loan Submission Requirements
- Compliance
- Loan Submission Vetting & QA
- Business Sustainability
- Self-Management
Each KFA is assessed across multiple sessions using a structured rubric, ensuring comprehensive and progressive competency development.
Lending Scenarios
Mandatory Scenarios
- First home purchase
- Non-first home buyer (upgrade/downsize)
- Refinance
- Construction
- Debt consolidation
- Guarantor
- Investment purchase
- Self-employed borrower
Desirable Scenarios
- Trusts and corporate structures
- Off-the-plan purchases
- Bridging finance
Loan Application Vetting
The mentee's first 12 loan applications are quality-checked by the mentor prior to submission. This vetting process ensures the mentee develops strong habits in loan packaging, documentation, compliance, and lender requirements from the outset of their career.
Interview Observations
The program includes 12 structured interview observations to develop the mentee's client-facing skills:
- 6 mentor-led interviews observed by the mentee. The mentee observes the mentor conducting client interviews, with post-observation debrief and discussion.
- 6 mentee-led interviews observed by the mentor. The mentor observes the mentee conducting client interviews, providing structured feedback and coaching.
Assessment and Reporting
Competency is assessed progressively throughout the program:
- Session competency checkpoints: Each session includes a structured assessment of the mentee's progress against the relevant KFAs.
- Stage progress reports: At the conclusion of each stage, a formal progress report is prepared summarising the mentee's development and areas for focus.
- KFA rubric ratings: Each Key Focus Area is rated using a structured rubric aligned with the MFAA Mentoring Framework requirements.
Mode of Delivery
- Sessions: One-on-one video sessions delivered via Zoom
- Portal: Private mentor portal with session resources, templates, and progress tracking
- Resources: Structured document resources provided through the mentor portal
- National delivery: Available to brokers anywhere in Australia
Mentor Profile
Jason Given, MFPA
Director, Given Finance Pty Ltd (t/a Lendology)
Jason holds the MFPA designation (Mortgage and Finance Professional of Australia) and is a member of the MFAA, with eight years of experience in the mortgage broking industry. As Director of Lendology, Jason has built a practice grounded in professionalism, compliance, and client-centred lending. He brings practical, real-world experience to the mentorship program, supporting brokers in developing the competencies and confidence required for a successful career.