Chanman Mentoring Services · Free Resource
The Broker Onboarding & Accreditation Checklist
The exact checklist we walk every new mentee through before their first file, so nothing gets missed and nothing gets guessed.
$47
$0
Free Today
What's inside the checklist
Credit Guide & Privacy Consent items, including ACL, credit rep and AFCA numbers
Building and documenting your lender panel from day one
Identity & document verification, done the right way
Supporting evidence for income, so nothing bounces back
Exit strategy documentation for clients over 56
Referral & commission disclosures, with a severity rating guide
A pre-submission self-check, so you catch issues before your mentor does
A simple tracker to log every file against the checklist
No card required. Instant access after checkout.
AC
Allen Chan — Founder, Chanman Mentoring Services
15+ years in Australian mortgage & finance · MFAA Accredited Mentor & Full Member · Diploma of Finance & Mortgage Broking Management (FNS50322)
