The premier resource hub for mortgage brokers

In the complex world of broking, we’re here to help you simplify, streamline & scale.

If you’re a mortgage broker that wants to scale up, we’ve got the solutions under one roof. We can solve the problems that need to be solved, when they need to be solved.

Our flexible, no-fuss approach is designed to make #brokerlife easier, allowing you to focus on what you do best.

We are an industry

recognised team

2024

🏆
Australian Broking Awards
Broker Marketing Platform of the Year, Finalist: The Uptick Group

🏆
Australian Mortgage Awards 
Best Industry Marketing Campaign, Finalist: The Uptick Group

🏆
Australian Broker
5-Star Mortgage Innovators: The Uptick
Group

🏆

Mortgage Business Awards

Best Service Provider, Finalist: The Uptick Group

🏆

Mortgage Business Awards

Best Marketing & CRM Platform of the Year, Finalist: Uptick Marketing

🏆

Mortgage Business Awards

Marketing Professional of the Year, Finalist: Bella Maxwell, Head of Brand, The Uptick Group

2023

🏆
Australian Broker
Top 21 Mortgage Innovators: Uptick Marketing

🏆

Australian Broking Awards

Broker Marketing Platform of the Year, Finalist: Uptick Marketing

 

🏆

Australian Mortgage Awards

Best Industry Service, Finalist: Uptick Marketing

 

2022

🏆
Australian Broker
5-Star Mortgage Innovators: Uptick Marketing

In our first year of operation we’ve proudly reached

Broker Partners
0
Dedicated staff
0 +

We know how to get you in the top 1%

We’re here to equip you with the skills to not only close deals but to have clients eagerly waiting to sign with you. 

 

With guidance directly from our CEO, it’s not about being just another broker; it’s about becoming the broker everyone WANTS on their team.

 

We know what it takes to be an award-winning mortgage broker, and together we can get you there.

The Uptick Podcast

A no-nonsense, straight-to-the-point series, hosted by Group CEO John Maxwell, is designed to upskill mortgage brokers with the practical sales & business techniques that are no longer taught. Each episode delivers real, on-the-ground tips & advice, just like you’re a fly on the wall in a high-impact training session. 

 

Join John as he redefines the standards of mortgage broking, challenges the status quo, and empowers you to reach your full potential. You’ll be taking notes from this 25 year industry veteran—guaranteed.

Subscribe to get updates on new episodes weekly

8 divisions,

limitless opportunities

Lead Generation

We don’t just flog leads, we book in qualified & guaranteed appointments for our broker partners. We get in the trenches with you. 

NOTE: Due to high demand, lead appointments are available exclusively to Members only.

🏆 Best Marketing & CRM Platform of the Year, Finalist, Mortgage Business Awards 2024

🏆 Broker Marketing Platform of the Year, Finalist, Australian Broking Awards 2023
🏆 Best Industry Service of the Year, Finalist, Australian Mortgage Awards 2023

Sales Coaching

Our CEO John teaches the art of the deal, the kind of high-level sales soft skills that have all but disappeared from the industry.

A single session with John equips brokers with the skills to not only close deals, but to have clients eagerly waiting to sign with them.

Practical, boots-on-the-ground skills on how to turn every client interaction into a winning opportunity.

Content + Social Media + Websites

Fact: Lead gen and branding are interconnected. We provide cost-effective content, social media management, website design & logo upgrades– all designed to ensure the customers sees you in the best light possible from Day 1.

Loan Processing

Our broker partners have told us we’re the best outsourced loan processing team they’ve ever found.

Why? Our team know policy equal to or better than you do, with a mandate of 3-6 BDM lender trainings a week. That's more than what you do.

Our module based system enables you to keep your compliance pieces and your favourite parts, and outsource the stuff you don’t want to do.

Private Funding

Got a private funding deal you need placed fast? Brokers who already work with us know we turn miracles.

We Have Our Own Fund In-House

Short term + Commercial + Development/Construction funding, up to $100. We're proud of our super fast turnaround and excellent fees & rates.

+ We Have Access to Other Senior Funds

If it won't fit in our own private fund, we have access to lots of other senior funds who we work with. 

Property & SMSF Experts

If you don't find the property, 90% of the time you won't write the loan.

If you don't have property experts and SMSF experts to get this job done, access our expert panel and you'll be on your way to writing more loans.

Trail Book Negotiation

Leave the skilful buying/selling negotiation in our experienced hands. Trail books don’t just sell for a premium of 3-4 times income multiplier on their own.

Digital IDR Platform (Launching soon)
nTrustus

Ntrustus makes building trust easy by taking the pain out of the complaints process. A single source of truth for IDR that combines a seamless customer experience in an easy-to-use digital platform.

🏆 Regtech Startup of the Year 2022.

How We

Work

A. Monthly Membership

Based On a Simple Token System

1 token = $250

 

Use your monthly tokens across our full suite of resources.

For example:

$2,500/month = 10 tokens

$4,000/month = 16 tokens

Discounted rates 

One monthly fee

You set your budget (from as little as $1,000 p/m)

You decide what resources you need each month

B. Non-Member 

Pay-As-You-Go

For those who have a defined, short-term need.

 

Note: Lead appointments are exclusively available to Members only.

This isn’t about adding more to your plate; it’s about taking the load off.

Don’t just take our word for it. Here’s what our clients are saying

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