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If you're helping a new broker enter the industry, MakeMyLoan can provide them with Broker OS access for 12 months — the workflows, client portal, compliance structure and growth tools to start the right way.
12-month access is available for eligible new-to-industry brokers referred by a mentor, mentor group or approved industry partner. Subject to approval and onboarding availability.
Your advice lands better when your mentee has the structure to act on it. Broker OS gives them the operating habits you'd want them to build anyway.
Pipeline stages, tasks and reminders mean mentees never drop a client between meetings.
Personalised checklists and a client portal replace document-chasing by email.
An NCCP-aware workflow with gates and audit trail — reviewable habits, not shoeboxes.
Consistent fact-finds and credit proposals your mentee can be coached against.
Process is easiest to build before bad habits form. Your mentoring sticks.
Fill in the short form below with the broker's details and yours.
We check the broker is genuinely new to industry and confirm with you both.
Workspace, branding, website and imports — we set them up properly.
If the broker wants, you can stay across their setup and progress.
Why we're doing this: MakeMyLoan is keen to support the industry that supports us. New brokers who start with strong operating habits write better files, serve clients better and stay in the industry longer — and mentors are the single biggest factor in whether that happens. This offer is our way of backing your mentoring with the systems to match. No cost to you, no lock-in for them.
Mentors, mentor groups, aggregators, franchise groups and established brokers helping someone enter the industry. If you're guiding a new broker in any capacity, you can refer them — we review each referral individually.
No. There's no cost to the mentor or referrer — this is our contribution to the broker's first year, not a paid placement.
Twelve months of full Broker OS access with the subscription on us: CRM, client portal, fact-find and document collection, compliance workflow, proposals and e-sign, serviceability workspace, website and growth tools.
The broker moves onto a standard paid plan at the then-current pricing. We remind them well before the period ends, there's no lock-in, and their data is always exportable.
Yes — Broker OS is white-label. The workspace, website, portal and communications all carry the broker's brand.
Yes. If you onboard multiple new brokers a year, talk to us about our partner program — we can set up a standing arrangement with multi-workspace tooling. See the partner program page or mention it in the form.
We review eligibility and contact you and the broker within 1–2 business days.
