Wingman Broking
About Wingman Broking
For brokers who want to scale efficiently and grow more profitably.
Brokers grow businesses through relationships – not admin. But as your volume increases, so does the paperwork, compliance, and processing load. That’s where Wingman Broking comes in.
We help brokers scale by building high-performing offshore teams that support every part of your operation – from loan processing and compliance to marketing and customer care. Think of it as extending your capacity, not your costs.
Why Wingman Broking?
✔ Built for brokers: our Remote Professionals (RPs) are trained in Australian lending workflows and aggregator systems.
✔ Grow without burnout: free your brokers to focus on relationships, not paperwork.
✔ Specialised support: from onboarding to settlement, we structure the role around your business needs.
✔ Cost-effective scale: predictable monthly pricing with no local overheads.
✔ Secure & compliant: ISO-grade IT infrastructure and managed data security.
Remote Professionals for Mortgage Brokers
Why Brokers choose wingman Broking
Wingman Broking connects experienced offshore professionals with high-performing mortgage businesses – helping you scale your operations without compromising quality, compliance, or client care.
We train, place, and support Remote Professionals who integrate seamlessly into your brokerage – from loan processing and compliance to marketing and customer care.
We train your Remote Professional in..
- ApplyOnline
- Serviceability Calculators
- Credit Submission Notes
- Compliance
- CRM & Data Management
- Admin Support
- Lender Policy Referencing
- Valuation Requests
Wingman training program
8-day Training Academy
Before they join your team, they go through ours.
All Remote Professionals complete our structured 8-Day Training Academy.
Day 1: Broking Foundations
Understand the Australian mortgage industry, key roles within a brokerage, and the lending process from enquiry to settlement. Learn about aggregator structures, lender panels, loan types, and the broker–client relationship.
Day 2: Loan Processing Fundamentals
Overview of the end-to-end loan process including fact finds, compliance documentation, and credit submission workflows. Introduction to data entry standards, CRM updates, and the importance of accuracy and turnaround times.
Day 3: Systems & Software
Hands-on training in common aggregator and lender platforms including ApplyOnline (NextGen), Mercury, Podium, Infynity, and FLEX. Learn to use serviceability calculators, document collection tools (FileInvite, Ezidox, DocuSign) and CRM data management best practices.
Day 4: Credit & Loan Structuring
Understand loan packaging principles - how to prepare credit submission notes, structure loans with multiple splits, review serviceability outcomes, and identify key lender policy differences. Practical exercises in packaging and file preparation.
Day 5: Post-Submission & Settlement
Learn how to track applications through lender portals, update brokers on conditions, and coordinate settlements. Training on liaising with solicitors, confirming loan details, and completing compliance checklists.
Day 6: Client Communication & Customer Care
Develop communication and customer-service skills for client interactions, follow-ups, and post-settlement reviews. Learn to manage templated communications, email etiquette, and client milestone updates.
Day 7: Reporting & Compliance
Training in CRM reporting, pipeline and settlement trackers, and compliance documentation. Understanding privacy, data security, and ISO-grade confidentiality standards across offshore teams.
Day 8: Transition to Client
RPs prepare final assessments, complete mock files, and present practical summaries to the training team. Includes onboarding readiness review, client handover briefing, and access setup for real-world systems.
Hear From Real People Who Partner With Wingman
What Our Clients Say
Our reviews speak for themselves – real results, real impact, and real clients who’ve transformed their broking businesses with Wingman by their side.
The Wingman Broking Team
Meet Our Team
Wingman Broking gives brokers the systems, people, and support to scale efficiently and profitably.
Transform your Business with wingman Broking
Take the stress out of hiring. With trained Remote Professionals and full compliance support, Wingman Broking helps you scale smarter, faster, and with less risk.
Book a time to meet with our team and see how we can transform your brokerage.