Purple Pathways Mortgage Broker Mentoring Academy.
You’re about to start your mortgage broking journey.
It’s exciting. It’s challenging. And it’s full of moments where you’ll realise just how much there is to learn, including the things you don’t even know to ask yet.
What matters most at this stage isn’t having all the answers.
It’s having the right environment around you. The right guidance. And the right people who are invested in helping you grow, not just in getting you through the basics.
“Typically, barriers of entry into the mortgage broking industry are very high. Once you’ve completed your Cert IV or Diploma, high mentoring costs coupled with a one-size-fits-all approach to teaching, means budding mortgage brokers are left fending for themselves from day one.”
Greg Pennells, Purple Circle Founder & Chairman
Mortgage broking is one of the most rewarding careers, but the early days can shape everything that follows. The habits you build, the confidence you gain and the support you lean on will all influence how strong and sustainable your career and business becomes.
That’s why choosing the right partner matters.
At Purple Circle Financial Services, we don’t see brokers as numbers. We see you as part of our family.
Because when you’re supported like family, challenged to grow, and backed by people who genuinely want to see you succeed, you don’t just learn how to be a broker. You build the foundations for a career that lasts.
In a nutshell.
Purple Pathways Academy is a comprehensive training and guidance program that not only provides the necessary industry knowledge, but also provides mentoring, business advice, practical support, scholarship opportunities, tools and resources along the way.
We want you!
Well, if you’re eligible…
Purple Pathways Academy is a low-barrier proposition for anyone considering mortgage broking as a career in Australia.
We’re on the lookout for candidates who have successfully completed their Certificate IV or Diploma of Financial Services (Finance/Mortgage Broking Management). If you’ve got that, see if you fall into one of our three student categories (we also offer Scholarship programs for a select group of eligible candidates).
1
Brokers totally new to the industry.
2
Current brokers with less than two years’ experience.
3
Established professionals keen to ramp up their services and/or financial services business.
Content that’s actually interesting.
Strictly no boring stuff.
At the Academy, we take a three-layer approach to broker learning, and we don’t waste your time with “filler” material. Only quality content that is practical, achievable, and engaging.
The Purple Pathways Academy is supported by a team of experienced, home-grown mortgage brokers.
These are all current Purple Circle brokers who have chosen to give back by supporting the next generation. Because our mentors are actively writing loans, you can be confident they are up to date with current lender policy, compliance standards, and real-world broking requirements. Exactly what you need when you’re starting out.
Our mentoring program is delivered through daily live ‘class-room style’ Zoom sessions hosted by our mentors.
These sessions are structured learning environments where:
- All Purple Pathways mentees are invited to attend
- Fellow mentees bring real questions and live scenarios
- Structured learning through real-life scenarios and training sessions
- You gain multiple perspectives from mentors and peers
- You often learn just as much by listening as by asking
Support doesn’t stop when a session ends.
A highly active closed Facebook group allows you to ask questions after hours or when you need quick clarification, and to rewatch Academy sessions you may have missed.
Two dedicated email support channels allow you to submit general queries or deal-specific questions.
One-on-one mentoring is available when you need private or highly specific guidance
In addition to technical mentoring, Purple Pathways includes dedicated sales coaching.
This focuses on:
- Positioning your business with confidence
- Marketing and sales strategy
- Running your first client meetings
- Networking and referral relationship development
- Building sustainable, repeatable growth habits
All academy members have access to our broker portal & learning management system, which includes:
- Orientation training, including test deals and compliance induction
- Compliance documentation and resources
- Lender information and accreditation guidance
- Recorded lender training sessions
- Practical training modules and quizzes
- This allows you to learn at your own pace while being supported in real time.
Purple Pathways offers a three-tier approach to entry with scholarship opportunities for eligible candidates.
For eligible mentees, scholarship benefits may include:
- Mentoring fees covered for the full two years
- First year compliance and software fees covered
The Purple Pathways Academy now includes additional focused training sessions to support brokers at every stage of their journey.
Alongside the regular daily Academy sessions, brokers can access beginner support, advanced scenario training, and dedicated sales coaching, marketing and lead generation sessions.
These sessions are designed to provide more targeted guidance, practical support, and opportunities to ask questions as brokers build confidence and grow their business.
Click here for more details on course content and units of competency.
Fees.
Standard entry
$299 + GST per month until completion.
Standard CRM Software and compliance fees apply.
Platinum Scholarship
$149 + GST per month until completion.
CRM software and compliance $nil for the first 12 months. Standard fees apply thereafter.
Purple Scholarship
Mentoring $nil per month until completion.
CRM software and compliance $nil for the first 12 months. Standard fees apply thereafter.
Ready to walk the Path?
With so many challenges ahead of you, it’s important to choose the right partner to guide and support you on your journey to become a mortgage broker mentor— from the beginning. If you’d like to enrol in Purple Pathways Academy, contact us.