Mortgage Training Academy

Are you a newly-qualified mortgage adviser looking to take your first steps into the industry? At Echo Finance, we work with a specialist training provider who can fast-track your progress and help you become a fully-fledged broker in no time.

The mortgage training academy we have partnered with is an intensive, classroom-based program that bridges the gap between your CeMap qualification and advising your first clients. At the end of it, you will be offered a self-employed mortgage broker position at Echo Finance, with full support, career development opportunities and free leads.

How the academy works

The mortgage academy we work with offers a direct path into the industry and a self-employed adviser position with Echo for CeMap-qualified brokers.

It is a classroom-based program designed to provide newly-qualified advisers with the practical knowledge, confidence and structure they need to hit the ground running as a fully-fledged mortgage broker and thrive at our brokerage.

The intensive two-week course covers the following:

• Practical mortgage advising skills

• Real-life client scenarios

• Lender criteria

• Case placement

• Sales conversations

• Objection handling

• Compliance and file quality

Each lesson is delivered to small class sizes on site - this isn’t just a block of generic online videos that teach theory. You’ll be ready to operate as a broker by the end of it.

What the course involves

The course is delivered by experienced industry professionals to small class sizes to ensure a personal approach. It takes place at the training provider’s office in Gloucester over two weeks, and by the end of it, newly-qualified advisers will be confident with:

• Advising real clients

• Structuring cases from fact-find to completion

• Navigating lender criteria effectively

• Handling objections and client concerns

• Compliance

• How to convert leads into completed cases

Why sign up for the mortgage academy?

We partnered with our training provider to address a major issue in our industry: the lack of support newly-qualified brokers have right after passing their CeMap qualification.

There was a skills gap to fill for brokers who have just obtained their CeMap because they have no practical experience and no clear path into their first self-employed position.

Our academy partnership aims to change all of that by providing the support and structure that new brokers need to get fully up and running in our industry.

If you’ve just passed your CeMap and are unsure how to take that next step. If you are overwhelmed by the prospect of compliance, processes and sales conversations, or feel you could use further training before you start serving real clients, the academy is for you.

Get in touch to find out more about the training provided and how it leads to a self-employed mortgage adviser position at Echo Finance.

Who the course is for

Holding a CeMap qualification (or equivalent) is essential. The academy is a training course for mortgage brokers who are newly qualified and want a direct path to their first self-employed role, with the skills required to thrive from the moment they start it.

The academy is not for brokers who are looking for an employed position. The role it leads to at Echo Finance is a self-employed position, but with free leads and full support to help you convert the leads you generate yourself.

What happens after you qualify

It takes two weeks to graduate from the academy, after which your self-employed mortgage adviser position at Echo Finance will begin. There’s no cold-start nor a scramble for business. We will provide your leads, which you can work in addition to the ones you generate yourself, and all the support you need to get up and running.

From here, you can simply focus on what matters most to any broker: advising clients and building your business pipeline, and we’ll be with you every step of the way.