Learning helps brokers hit goals

With mortgage brokers writing more than 70% of home loans, it’s vital that they acquire new skills and keep up to date on industry developments to meet clients’ needs and build successful businesses

A NEW YEAR brings new possibilities – a chance to reset and tackle the challenges and opportunities of 2024 with renewed vigour. It’s also a great time for mortgage brokers to take a good look at their businesses, assess how they are performing and set goals for the next 12 months. This includes identifying any areas of the loan market that are ripe for growth but would require brokers to upskill to take full advantage of them. Learning and acquiring knowledge should be a never-ending quest for brokers, especially in the complex, constantly changing and competitive market that is the mortgage industry. To explore how brokers can maximise their chances of success and

“It takes a continuous improvement and growth mindset to meet this challenge,” he says. “Keeping a finger on the pulse through ongoing education gives brokers an edge in what is a fast-moving and highly competitive mortgage market.” Herbert says the ability to read the property market and keep ahead of interest rates; product and credit developments; the regulatory landscape, and “how this all interacts with changing customer preferences, can be what sets a great broker apart”. At CommBank, Khan says continuous education and upskilling allow brokers to not only stay abreast of bank policies and processes but also keep up to date on market and legislative changes, “which helps them to deliver a streamlined, faster and enhanced lending experience to their clients”.

At Lendi Group, Whyte says continuous education and ongoing professional development are vital for a broker’s knowledge to remain current. “Regardless of whether a broker is new-to-industry or highly experienced, it’s vital to undertake ongoing professional development to keep skills up to date,” he says. “The benefit for customers is that they can have confidence that their Lendi Group broker possesses up-to-date knowledge and has ongoing access to industry-leading training and development.” The benefit for Lendi Group brokers is being provided with market-leading training, systems and processes that have been purposefully designed to facilitate the development of thriving broker businesses.

Vala, from Thinktank, agrees that education and professional development play a pivotal role in giving mortgage brokers a clear advantage in a dynamic and competitive market. “By staying informed, adapting to industry changes and providing high-quality service, brokers can build a strong reputation and thrive in the industry,” he says. “Clients seek brokers who are knowledgeable and trustworthy. Education enhances a broker's ability to communicate effectively with clients, enabling them to explain advanced financial concepts in a way that fosters trust and confidence.”

Vala says continuous education equips mortgage brokers with the latest product knowledge and industry, regulatory and market information. “Well-informed brokers can offer a higher quality of service to their clients,” he says. “They can better understand and analyse complex scenarios, resulting in more tailored and effective solutions for borrowers.” From the MFAA’s perspective, Walsh says the industry is constantly changing, making it essential for brokers to stay up to date on the latest products, providers, assessment criteria and compliance requirements to maintain the trust they have worked so hard to build with Australians. “But ongoing learning isn’t just about loans; it’s about how brokers run their businesses – understanding how marketing can bring in new clients, how new technology can bring efficiencies to daily tasks involved in running a broking business, learning how to manage a team and finding strategies to grow a business in a sustainable way.”

AMP Bank is a non-major digital bank that has been operating for over 25 years, providing Australians with home loans, and deposit and transaction accounts. We take pride in our strong service aimed at making it easy for brokers to do business with us, and ensuring customers have a positive banking experience. At AMP, we’re here to help people create their tomorrow, and we value brokers’ role in achieving this, supporting clients to make some of life’s largest financial decisions.

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The Mortgage & Finance Association of Australia (MFAA) is the leading professional association for the mortgage and finance broking industry and has over 14,500 members. Our membership spans stakeholders from across the mortgage and finance broking industry. Over 97% of our members are mortgage and finance brokers. We also represent aggregators, lenders, mortgage managers, mortgage insurers and other suppliers to the industry. Our purpose is to empower our members to prosper and thrive, ensuring Australians benefit from competition and choice. We support our members and the industry through advocacy, education and promotion of the broker value proposition to consumers.

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Khan says CommBank uses several methods to communicate product and policy changes or announcements to its broker partners. “CommBank supports our brokers through the 24/7 Broker Training Hub, led by our two dedicated national training managers, where brokers can access bespoke monthly workshops, workshop recordings, as well as specifically curated content for their support staff,” she says. CommBank is also a major contributor to aggregator partnerships and supports them in providing professional development training for their brokers. “Our relationship managers play a crucial role in ensuring our broker

“We ensure brokers are kept up to date not only with changes and updates from AMP Bank but across industry movements and market insights from our experts”

Paul Herbert, AMP Bank

Between July and September 2023, mortgage brokers wrote 71.5% of all new residential home loans

Leadership, training and coaching with mature mentor sharing goal and vision at a presentation.

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SFG’s Buchanan says finance markets are always shifting and evolving. “It pays to be at the forefront of the changing landscapes, enabling you to deliver better outcomes for your clients,” he says. “This is why our important industry has professional development standards. It’s important to remember that education and upskilling is not simply about products and policies but also processes, practices and how to improve your business model. “The best investment you can make in business is education and learning new and different things and people. One thing I continually witness is that the brokers and brokerages at the top of their game are always making the time and investment to attend PD days, seminars, conferences and other educational or upskilling opportunities.” Herbert, from AMP Bank, says that in today’s competitive environment, everyone is looking for “better” and “faster”.

Mortgage brokers write more than 7 out of 10 home loans

Vala says the lender also offers a range of formal and informal education options, delivered via broker visits, webinars, ‘lunch and learn’-style sessions and boardroom workshops. “We provide regular email updates across product, policy and process, along with industry and market updates.” Herbert says AMP Bank puts the focus on equipping brokers with the tools and information they need to be the best they can be and to provide accurate, timely advice to their clients. “We ensure brokers are kept up to date not only with changes and updates from AMP Bank but across industry movements and market insights from our experts,” he says. AMP Bank holds webinars and events throughout the year and sends out weekly newsletters. These, along with its revamped distributor centre, and opportunities for one-to-one contact with the bank's business development and broker experience teams, “are all important touchpoints”. “Brokers are encouraged to get in touch with their BDM directly to workshop individual customer scenarios, and call them at any time,” Herbert says.

“Brokers and brokerages at the top of their game are always making the time and investment to attend PD days, seminars, conferences and other educational or upskilling opportunities”

Blake Buchanan, SFG

achieve growth through professional development, MPA talks to industry leaders representing aggregators, lenders and peak bodies at the forefront of broker education. They include Blake Buchanan, general manager of Specialist Finance Group; Paul Herbert, head of intermediary distribution and finance at AMP Bank; Razia Khan, general manager third party banking, CommBank; Peter Vala, general manager partnerships and distribution, Thinktank; Dan Walsh, executive, professional development and member engagement at the MFAA; and Matthew Whyte, general manager distribution growth, Lendi Group.

Peter Vala

Thinktank

Razia Khan

CommBank

Paul Herbert

AMP Bank

Blake Buchanan

Specialist Finance Group

Industry experts

Blake Buchanan, general manager at SFG, is an expert in the broker channel with some 20 years’ experience in the finance industry, specialising in broking, lending and aggregation. Buchanan is known for his expertise and passion for the broker channel, along with his ability to deliver strong distribution results through systems, people, processes and partnerships.

Specialist Finance Group

Blake Buchanan

Paul Herbert is AMP Bank’s head of intermediary distribution and finance, and has over 28 years’ experience in financial services, specialising in home lending and distribution. Herbert is known for his resilience and expertise in transformation, strategy and distribution across lending markets. He leads AMP’s dedicated distribution and business finance teams, supporting and guiding them to build strong relationships with brokers, advisers and aggregator partners. Additionally, Herbert is committed to mentorship, to helping build business success, and to driving tailored solutions for brokers so they can unlock opportunities and achieve their clients’ wealth ambitions.

AMP Bank

Paul Herbert

Razia Khan has been at CommBank for 15 years and held numerous leadership positions prior to her current role as general manager third party banking. Khan was general manager, acquisition and retention in the homebuying business, leading improved customer experience outcomes through technology, digital, marketing and frontline support. She was also general manager in the Direct Lending division. Razia has a passion for the third party banking industry and is dedicated to enhancing the experience of brokers and their customers by offering best-in-class technology, strong relationships and transparency. A member of CommBank’s Inclusion and Diversity council for over four years, Khan is passionate about bringing more women into the industry and advocating for their success.

CommBank

Razia Khan

Peter Vala, Thinktank's general manager partnerships and distribution, has extensive experience in residential, commercial and development finance. He specialises in strategic implementation, leads the Thinktank relationship manager team and works closely with brokers and aggregators.

Thinktank

Peter Vala

Why is broker education so important?

Diversifying into commercial and asset finance

Published 12 Feb 2024

Dan Walsh is MFAA executive, professional development and member engagement. He has over 30 years’ experience in credit and financial services, having held roles in retail banking, risk management, business finance and mortgage broking. Since joining the MFAA as head of education in 2018, Walsh has advanced the development and implementation of the association’s learning management system and its Competency Framework and Mentoring Standards. He has extensive knowledge in adult education and learning and development. Prior to his role at the MFAA, Walsh led the professional development of the franchise network at aggregator Mortgage Choice across lending, sales, compliance, systems, business development and growth.

MFAA

Dan Walsh

Thinktank

Peter Vala

Razia Khan has been at CommBank for 15 years and held numerous leadership positions prior to her current role as general manager third party banking. Khan was general manager, acquisition and retention, in the homebuying business, leading improved customer experience outcomes through technology, digital, marketing and frontline support. She was also general manager in the Direct Lending division. Razia has a passion for the third party banking industry and is dedicated to enhancing the experience of brokers and their customers by offering best-in-class technology, strong relationships and transparency. A member of CommBank’s Inclusion and Diversity council for over four years, Khan is passionate about bringing more women into the industry and advocating for their success.

CommBank

Razia Khan

AMP Bank

Paul Herbert

Specialist Finance Group

Blake Buchanan

Razia Khan

CommBank

Paul Herbert

AMP Bank

Blake Buchanan

Specialist Finance Group

Dan Walsh

MFAA

Matthew Whyte

Lendi Group

Industry experts

Peter Vala

Thinktank

Matthew Whyte has been in the industry for nearly 25 years. He started out as a broker in the late '90s at Wizard and progressed through a range of roles in sales and sales leadership. Whyte has been at Aussie, and now Lendi Group, for 17 years; he spent five years as Queensland state manager before moving into his current role as general manager, distribution growth. In this role, Whyte is responsible for the growth of the Lendi Group broker network, focusing on broker and franchise recruitment as well as supporting brokers to progress within the group via its industry-leading Pathways Program.

Lendi Group

Matthew Whyte

At CommBank, we know brokers deliver exceptional outcomes for customers, which is why we’re focused on delivering simpler, better and easier processes to provide brokers with an enhanced level of support every step of the way. Our strategy has been designed based on broker feedback and focuses on how we can improve the experience and build a strong and more sustainable third party banking channel that helps you – our broker partners – to support more customers in achieving their homeownership goals. If you’re not already accredited with CommBank, now is a great time to join us, as we’ve simplified our accreditation process. Head to www.commbank.com.au/home-loans/broker-accreditation.html to find out more. If you are already accredited with CommBank, check out our free 24/7 training hub – it’s all part of our commitment to being better together and supporting you every step of the way.

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Aussie and Lendi were founded as market disruptors with a common aim to help Australians get better deals, better rates, and better information on their home loans. Aussie was founded in 1992, bringing competition into the Australian home-lending industry. Lendi was established in 2013, and by bringing together smart technology and home loan specialist advice it has been helping Australians compare, apply, and settle the right home loans on the Lendi platform since 2016. In May 2021, Aussie and Lendi merged to create Lendi Group. Its team of super-smart experts and brokers powers our brands, products, services, relationships and platforms to help more Australians secure their property dreams seamlessly.

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Specialist Finance Group is a family-owned business that’s been serving the broking community for more than 30 years. With a customer-centric model, SFG provides its members with the best possible systems, services and support to assist them in growing and improving their businesses. SFG’s unique model has seen rapid expansion in recent years and has consistently delivered results well above system.

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Thinktank is an independent non-bank financial institution specialising in the provision of commercial-property mortgage finance of up to $4m and residential-property mortgage finance of up to $2m in the Australian self-employed, PAYG and SME sectors. Since 2006, Thinktank has provided over $6.5bn worth of commercial, residential and SMSF lending solutions, which have enabled thousands of borrowers to achieve their goals of acquisition, refinancing and equity release. Thinktank offers a range of lending solutions, including Full Doc, Mid Doc (alternative income verification), Quick Doc and SMSF loans.

“In 2024, CommBank will continue to create, host and collaborate with our aggregator partners to deliver informative, educational broker events with a key focus on diversity, equity and inclusion”

Razia Khan, CommBank

“Thinktank was originally established as a specialist commercial lender, so we have deep commercial experience and offer a range of education sessions based around empowering brokers to successfully diversify into the commercial space”

Peter Vala, Thinktank

“In 2024, the MFAA is running workshops breaking down case studies so brokers understand the fundamentals of commercial lending, and know what information to ask for from clients and how to submit quality applications”

Dan Walsh, MFAA

“Lendi Group’s education strategy is to provide targeted skill pathways training supported by on-the-job coaching and development so brokers can create exceptional experiences for their customers and stand out in a competitive market”

Matthew Whyte, Lendi Group

This is the second-highest mortgage broker market share recorded and represented a 4.3 percentage point increase on the previous quarter

Mortgage brokers settled $93.83bn in home loans during the Sept quarter – a 0.62% decline year-on-year

It was the second consecutive period of growth and marked a $15.24bn recovery from the $78.59bn settled in the March 2023 quarter

Source: MFAA and Comparator, July to September 2023

Oct 17-Mar 18

Broker diversification sees high value growth

Source: MFAA Industry Intelligence Service 16th Edition, 1 October 2022–31 March 2023

Value of commercial lending settled by mortgage brokers

8.94

$2bn

$4bn

$6bn

$8bn

$10bn

$12bn

$14bn

$16bn

$18bn

Apr 18-Sep 18

9.05

Oct 18-Mar 19

8.79

Apr 19-Sep 19

9.00

Oct 19-Mar 20

9.70

Apr 20-Sep 20

9.37

Oct 20-Mar 21

10.27

Apr 21-Sep 21

13.40

Oct 21-Mar 22

15.98

Apr 22-Sep 22

17.24

Oct 22-Mar 23

16.49

Note: Commercial brokers as those mortgage brokers who had written a commercial loan through their aggregator's panel during the period. Mortgage brokers who solely wrote loans direct with lenders are not included.

partners remain up to date on all of our products, policies and processes,” Khan says. Thinktank understands how busy the life of a mortgage broker can be, says Vala, and that it can be challenging for them to stay up to date with their lender panel. “As such, our approach to updating brokers about our changes and enhancements is three-pronged,” he says. “Thinktank’s relationship manager team have deep industry experience, and each one is available to provide guidance every step of the way, from workshop to settlement, and is always on hand for informal conversations and industry insights and updates.”

At the MFAA, Walsh says all new members complete a thorough initial compliance program and are invited to an introductory session that covers the entire industry and what they can expect from a career in broking. “Brokers join the industry with varying knowledge and skills in different areas of a broking business and as their business grows will need to learn new skills depending on their priorities and situation,” Walsh says. “Brokers may have an impeccable understanding of loan products, but they may have never hired and managed staff. Getting that right can have a huge influence on the success of a broking business, so we have resources on recruitment and retention, for example.” Walsh says the MFAA will be hosting its national conference in

Broker education programs, strategy – including new initiatives

For AMP Bank and its brokers, education is an important touchpoint, Herbert says. “For that reason, we’ll be continuing our popular quarterly webinar series, which covers a mix of economic and property market insights as well as credit policy and lending enhancement updates and tool demos.” AMP Bank has many other great resources online and on its broker distributor centre. “Our expert economists publish regular commentary and host a podcast series, Simplifying Investing, which is always insightful listening,” Herbert says. He is excited to share that this year, AMP Bank is also launching a new initiative tailored to supporting brokers’ professional development and business growth. “We know brokers and aggregators are looking for an ‘edge’ and new ways to cut through. In 2024, we’ll begin showcasing our AMP experts and thought leaders across various disciplines, for example

Melbourne in July, “with a fantastic program all about making the future of broking reality today”. “Connecting with other brokers and learning from peers is very important, so once again we’ll be holding our popular Women in Finance Broking events, and member forums in each state. “To ensure all our members have access to learning opportunities, we’ll be holding numerous webinars on key topics important for brokers to know about, so anyone can join, wherever they are.” The MFAA will also be adding to its range of courses available on demand on its Learning Hub, “so our members can delve into areas they want to know more about, when it suits them”. Whyte says 2023 was a transformative year at Lendi Group, particularly in the Aussie Home Loans business, with Aussie brokers transitioning onto the group’s new proprietary Platform, with broker stores rolling onto “our fully supported Platform Plus operating model” . “A significant amount of training was conducted to accustom brokers to these new tools and systems,” he says. Lendi Group’s education strategy is to provide targeted skill pathways training, supported by on-the-job coaching and development, so brokers can create exceptional experiences for their customers and stand out in a competitive market. Whyte says new brokers undertake the Lendi Group Graduate Program in which they master simple lending scenarios and then progress to upskilling with more complex scenarios. “As brokers master these scenarios, they receive training, coaching and support from the Learning and Capability team as well as their dedicated sales leader; all brokers have access to a dedicated sales leader.” The group’s Graduate Program allows new brokers to “hit the ground running” – ready to transact with customers from week two and averaging over eight lodgements in their first eight weeks.

Whyte says this speed to competency is hugely beneficial, particularly for self-employed brokers, as it accelerates productivity and speed to income from the beginning. The Graduate Program is continually optimised to ensure it aligns with legislation, product changes and industry trends, with new, relevant content incorporated to ensure all brokers are up to speed. For established brokers, Whyte says training and consultation occurs when any new initiatives are introduced in Platform. The entire Lendi Group network has ongoing access to learning and development opportunities, including regular virtual and face-to-face workshops, webinars and lender ‘lunch and learns’. Buchanan says SFG has a high-touch approach that delivers both broad and individual opportunities for members. SFG managing director William Lockett works within the business, and he and senior management are available to all members and business partners, who can draw on experience from the top. “Our philosophy is that our brokers’ success is our success, and so it’s our mission and duty to assist them with becoming the best business that they can be,” Buchanan says. “These measures are for existing or new members. Our BDMs are vital in assisting brokers to identify areas where education or upskilling will benefit the broker, particularly newer-to-industry brokers.” Buchanan says new-to-industry brokers are the industry’s future. “We believe that they should be surrounded by excellent mentors and business experts that will guide them through their initial years of brokering.”

Vala says Thinktank was originally established as a specialist commercial lender, “so we have deep commercial experience and offer a range of education sessions based around empowering brokers to successfully diversify into the commercial space”. “Our L&D team comprising regional sales executives and other senior members in our business each have in excess of 25 years’ experience in commercial and business lending that allows us to adapt our training to suit and meet each individual broker’s training requirements and preferences.” Vala recommends that brokers establish a partnership with their Thinktank relationship manager and reach out to them first, as engaging with a trusted partner who can quickly workshop a loan scenario or application and provide support throughout the process can make all the difference. Khan says diversification provides some great benefits. “Diversification

marketing and human resources – skill sets which might not come naturally to some, or they may not otherwise have access to as a small business.” Herbert says building on AMP Bank’s experience in the third party channel and existing commercial lending practice with financial planners, “we began lending to mortgage broking businesses in mid-2023”. “Brokers can access a business finance loan, a bespoke solution for professional financial services firms, so they can book acquisitions or mergers of their mortgage broking business. “The mortgage broker profession continues to grow and play an important role in supporting Australians in realising their homeownership aspirations. We saw there was an important role AMP Bank can play to support brokers in growing their businesses. This includes acquisition, succession planning or other investment opportunities.” Herbert says the bank is proud of its long-standing commitment to brokers and “that we’re able to continue to support the next phase of their businesses”. CommBank has a long history of working collaboratively with aggregator partners to develop informative broker education programs, Khan says. “In 2024, we will continue to create, host and collaborate with our aggregator partners to deliver informative, educational broker events with a key focus on diversity, equity and inclusion,” she says. “Additionally, we are supporters of the MFAA and provide education for brokers through diversity programs, professional development days and educational conferences and webinars.” Vala says Thinktank products are available exclusively through mortgage brokers. “We understand that educating and upskilling mortgage brokers is crucial for the broker’s business, our business and the industry as a whole. This is why broker education is woven into the fabric of how we do business,” he says. Thinktank works closely with aggregator partners to support them in delivering their broker education and professional development strategies with a focus on commercial and SMSF lending.

How lenders keep brokers updated on products and policies

“In recent years, we have observed a continuing rise in residential brokers using Thinktank for commercial and SMSF loans, encompassing the range of purchase, refinance and equity-release transactions,” Vala says. As more Australians exercise greater control over their own financial affairs, Vala says there’s been an increase in applications for SMSF limited recourse borrowing arrangements for purchases and refinances. “Consequently, we have been working closely with the peak industry body to help bring desired education and content solutions to brokers on the advantages and complexities of SMSF lending.”

Whyte says brokers have the opportunity to diversify their businesses by upskilling on non-residential mortgage products such as asset finance, insurance and commercial lending. At Lendi Group, brokers are first exposed to diversified products, including deposit guarantees, asset finance and insurance, during the Graduate Program, and this continues throughout their career. “Once our brokers have completed their Diploma of Finance and Mortgage Broking, they’re able to obtain commercial accreditation with individual lenders,” Whyte says. “We support these brokers by facilitating the accreditation and training process with individual lenders, and then providing coaching and development throughout the end-to-end commercial customer lending process.”

can help brokers strengthen their customer relationships, as it provides them with the ability to provide a broader range of financial solutions to their customers. “Brokers who are seeking to diversify their services and offer commercial lending or asset finance can benefit from having an industry mentor.” CommBank supports its commercial and asset finance broker partners with its Broker Education and Skills Training (BEST) Program, which delivers regular information and updates on CommBank policy, process and products via webcasts and face-to-face sessions. Khan says the bank also works closely with aggregator partners and the key industry bodies to provide brokers with access to educational support and mentors. “For example, CommBank was an active participant in the Commercial and Asset Finance Brokers Association of Australia’s Education Council to see how we could provide better support and assistance to those brokers looking for pathways into commercial lending and asset finance.” Buchanan says there are many areas to consider when it comes to diversification. “Our role is to provide the infrastructure, access and education for brokers to expand into these spaces,” he says. “Residential, commercial and asset [finance] are all specialised, and it’s rare that you will find an individual that is an expert in all of these areas.” Scaling your business through a partnership or adding resources to your business have seen greater success than trying to go it alone, Buchanan says. While SFG offers broad education opportunities through its commercial PD sessions and national convention, “we also take an individual approach with members looking to diversify”. “This involves deep-dive strategic sessions to understand goals and discuss what structures and activities will assist in achieving these.” Walsh says diversification into commercial and asset finance can be a great strategy for mortgage brokers seeking to deliver solutions to a broader portfolio of clients. “In 2024, the MFAA is running a revitalised series of workshops that will break down case studies so brokers understand the fundamentals of commercial lending, know what information to ask for from clients and, importantly, [know] how to submit quality applications to lenders,” he says. The MFAA also has online courses available that give brokers a foundation in aspects of commercial and asset finance. Walsh says these are great for brokers new to commercial lending but also for experienced brokers who want to refresh their knowledge.

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CommBank

Razia Khan

AMP Bank

Paul Herbert

Cory Bannister is senior vice president and chief lending officer at La Trobe Financial. He has a rich understanding of both the loan origination process via the third party channel, as well as the approval and settlement of institutional and retail loans. Bannister’s portfolio management experience extends to the selection and allocation of assets for multiple wholesale mortgage portfolios in excess of $1 billion. He has been responsible for the management, review, risk profiling and audit of wholesale asset pools, and has had conduct of the relationships with substantial wholesale and retail investors, with responsibility for overseeing related reporting.

Specialist Finance Group

Blake Buchanan

Razia Khan

CommBank

Paul Herbert

AMP Bank

Blake Buchanan

Specialist Finance Group

Industry experts

Matthew Whyte

Lendi Group

Dan Walsh

MFAA

Peter Vala

Thinktank

Matthew Whyte has been in the industry for nearly 25 years. He started out as a broker in the late '90s at Wizard and progressed through a range of roles in sales and sales leadership. Whyte has been at Aussie, and now Lendi Group, for 17 years; he spent five years as Queensland state manager before moving into his current role as general manager, distribution growth. In this role, Whyte is responsible for the growth of the Lendi Group broker network, with a focus on broker and franchise recruitment, and supporting brokers to progress within the group via its industry-leading Pathways Program.

Lendi Group

Matthew Whyte

Dan Walsh is MFAA executive, professional development and member engagement. He has over 30 years’ experience in credit and financial services, having held roles in retail banking, risk management, business finance and mortgage broking. Since joining the MFAA as head of education in 2018, Walsh has advanced the development and implementation of the association’s learning management system, and its Competency Framework and Mentoring Standards. He has extensive knowledge in adult education and learning and development. Prior to his role at the MFAA, Walsh led the professional development of the franchise network at aggregator Mortgage Choice across lending, sales, compliance, systems, business development and growth.

MFAA

Dan Walsh

Thinktank

Peter Vala

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Matthew Whyte

Lendi Group

Dan Walsh

MFAA

Matthew Whyte has been in the industry for nearly 25 years. He started out as a broker in the late 90s at Wizard and progressed through a range of roles in sales and sales leadership. Whyte has been at Aussie, and now Lendi Group, for 17 years; he spent five years as Queensland state manager before moving into his current role as general manager, distribution growth. In this role, Whyte is responsible for the growth of the Lendi Group broker network, with a focus on broker and franchise recruitment, and supporting brokers to progress within the group via its industry-leading Pathways Program.

Lendi Group

Matthew Whyte

Dan Walsh is MFAA executive, professional development and member engagement. He has over 30 years’ experience in credit and financial services, having held roles in retail banking, risk management, business finance and mortgage broking. Since joining the MFAA as head of education in 2018, Walsh has advanced the development and implementation of the association’s learning management system, and its Competency Framework and Mentoring Standards. He has extensive knowledge in adult education and learning and development. Prior to his role at the MFAA, Walsh led the professional development of the franchise network at aggregator Mortgage Choice across lending, sales, compliance, systems, business development and growth.

MFAA

Dan Walsh

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