Wholesale Training


Wholesale training options are for larger mortgage companies or franchisors that need customised training for multiple trainees.


At Walker & Miller, we pride ourselves on building positive partnerships with our corporate clients. We understand that effective and efficient training of your team can lead to a competitive advantage over rival firms. For this reason, we have developed this program to be customised, flexible, and organisation-specific.

To help look after your ‘bottom-line’, any wholesale training program is provided under a very competitive pricing system. After all, if you are going to provide us with multiple students, you would expect a volume discount!  We calculate your pricing on a case-by-case basis, taking into account factors such as the number of students, training venue availability, and the amount of course customisation required.


There are three main options under the wholesale training program:

Option 1: Walker & Miller trainers with your customisation of course material

Under this option, your students attend a course or training session conducted by Walker & Miller trainers. However, your students will receive a customised course guide utilising your company logo on the cover and a section of company-specific information inside. Often the task of training new mortgage brokers is left to managers or owners who have very limited time remaining after undertaking the urgent demands of operating a business. The opportunity cost of time spent in ‘non-producing mode’ when attempting to train new staff will generally be far greater than our competitive course fees. This option is ideal for aggregation companies or franchise groups with limited in-house training facilities and varying student training demands. For example, you may be in the early phases of franchising and want to focus more on marketing and software development. It would be ideal for you to outsource your franchisee training to Walker & Miller, which would allow customisation of the course material to reflect your franchise branding.

Option 2: Your trainer, with Walker & Miller customised course material

With option 2, we license the course material to your company for your use internally. You act as a contractor to Walker & Miller to provide accredited training programs. A suitably qualified member of your staff delivers the training and conducts the assessments on our behalf in accordance with our policies and procedures. We will provide the necessary training procedures and forms to ensure your chosen staff member, who acts as our external representative in your company, has the required ability and resources to meet our training and compliance standards. For example, a large aggregation company may decide to offer new recruits the Certificate IV in Financial Services (Finance/Mortgage Broking), but have one of their own staff do the training.

Option 3: Fully customised corporate training

If neither of the first two options provides a suitable solution to your training needs, we can build a completely tailored training program that fits your business’ exact requirements. We’ll bring the training of your choice to a location of your choice and deliver a fully customised training solution. For example, you may believe your mortgage brokers or lending officers are not successful in forming strategic alliances with third-party referrers, or perhaps they aren’t utilising your mortgage software to assist in closing sales … we can help!

Walker & Miller can design and implement a customised training program to overcome almost any circumstance. We can assist in identifying the real problem (as opposed to the symptoms) and develop a training solution to increase efficiency, and ultimately, profits!

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Mortgage Broker Training