The premier resource hub for mortgage brokers
In the complex world of broking, we’re here to help you simplify, streamline & scale.
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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
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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
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
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.
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.
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.
![nTrustus](https://theuptickgroup.com.au/wp-content/uploads/2024/08/Screen-Shot-2024-04-03-at-4.47.03-pm-300x104-1.png)
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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Elite Home Loans has been operating for 3 years now and as soon as John told me what he and his talented content creating wife Bella had been working on, I couldn't sign up fast enough. What they've created with Uptick Marketing along with Broker Desk with Oscar is really the full suite for any mortgage broker who's too busy working 'in their business' to spend that crucial time needed 'on their business'.
I'm really looking forward to seeing how our partnership continues to take the admin pressure off and allows me to spend more time doing what I love, helping clients find the right lending solutions for their needs. Thanks again for everything John and Bella!
Then I met Oscar and they don't just palm off leads and turn their backs. It's not just about the leads, it's the support and education they provide to brokers. They have a huge team behind them, they follow up on the leads provided, they even re-book and organise appointments with the leads they source.
They work harder for you than imaginable.
As the old saying goes, quality over quantity. Well, Uptick Marketing and the team give both quantity AND quality. As an experienced broker firm I still use their services to this day. If there is one lead gen business I can truly and highly recommend, it's Uptick Marketing. Well done team and thank you for the support you guys give each and every time. True and honest guys.
John is like no other; a master salesman, a gifted, switched on coach, a strategic master of tactics and negotiation. Great attention to detail, holistic towards not only his individuals as clients but the corporations he advises and devises commercially savvy and scalable businesses.
The mortgage and finance world only benefit from John’s advice, work, counsel and input. A true market leader. The most accomplished and diversified finance professional to address the situation from all angles with synergistic and wholistic comprehensive solutions to ensure enormous commercial and personal success. I cannot recommend John more highly.
I highly recommend anyone to Uptick Marketing and their Resource Centre as they have helped me in so many ways for my mortgage and finance business.
I am so thankful for their honest support and helping me with marketing services and loan processing services.
I love their private funding service too.
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