Fast-Track Induction Courses

When a mortgage adviser starts work at a new brokerage, it can take a while before they’re fully up to speed with their employer’s processes and ready to take leads.

Some mortgage advisers don’t have this time to spare, but at Echo Finance, this doesn’t have to be an issue. We offer fast-track induction courses for brokers who need to hit the ground running, and here, you’ll learn how they work and just how quick the process is.

How do your fast-track inductions work?

Our fast-track inductions are crash courses for mortgage advisers to get them ready to serve Echo Finance customers as quickly as possible. They are designed for brokers who don’t have time to go through the full on boarding process before they take our leads.

During your fast-track induction, a senior member of our team will go through the following:

• An introduction to Echo Finance

• Any training needs you have

• How to take and service leads from us

• A tutorial on our CRM system and other software we use

• How remuneration works

To shave more time off the process, your onboarding can be done entirely online.

During your fast-track induction, you will also have the opportunity to put any questions you have to a senior member of the Echo team and discuss a professional development plan.

Who are they aimed at?

Fast-track inductions are aimed at experienced mortgage brokers who are interested in joining the Echo Finance team on a self-employed basis.Those who haven’t been advising for long are better suited to our more thorough onboarding process.

We prefer advisers on our fast-track course to have at least 18 months whole-of-market experience as those with less generally need more hands-on training.

Why choose the fast-track induction?

These inductions are well suited to mortgage advisers who find themselves in emergency situations such as a brokerage they’re working for going under or a redundancy.

They are also an option if you want to minimise any disruption to your income stream when switching firms, which many self-employed professionals often need to think about.

By jumping ship to Echo, you can be back up and running and advising again in no time. You can bring your mortgage book with you to ensure no disruption to your clients’ service.

If you’re an experienced adviser fast-tracking your way to Echo from another firm, we will even pay you a monthly retailer if you are able to bring an existing client bank with you.

How to get on our fast-track induction course

Make an enquiry with us to arrange an informal chat about our fast-track induction courses for mortgage advisers. During our chat, we will discuss whether you’re eligible and establish if going down the fast-track route is the best option for your onboarding with Echo.