Relevant training Meaningful education

Helping Australian mortgage brokers build high-performing support teams

Training Programs for Mortgage Broker Support Staff

Upskill Your Support Team

Altitude Parabroker Accelerator

Our live 6-week accelerator designed to fast-track experienced loan processors into confident analysts through practical, real-world training.

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1:1 Parabroker Training

Our most comprehensive program. Personalised live training designed to take support staff from foundations to advanced income analysis and complex scenarios.

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Live Group Training

Learn together in small, supportive groups where students work through real lending scenarios and build confidence alongside other industry professionals.

COMING SOON

Self-Paced Foundations Course

Perfect for beginners starting their parabroker journey. Learn the fundamentals of loan processing and broker support at your own pace.

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Grab our Training Guide

Request our full training guide to discover the learning pathways available to help brokers build stronger support teams.

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Let’s Talk Training

Want to chat? Not sure which program is right for your team? Book in a quick Zoom and we’ll help you find the best training solution.

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Training that delivers real results

At Pilot Financial Services Academy, we’re not about theory for theory’s sake. Every lesson is designed with one clear goal: to make life easier for busy brokers and to build confidence in their parabrokers.

Our students walk away from training ready to handle real client files, interpret lender policy, and solve complex scenarios with confidence. The results speak for themselves: brokers gain highly skilled support, and students step into their roles with the tools, structure and know-how to succeed from day one.

This is why brokers trust our training and why our students consistently grow into indispensable members of their team.

MEET THE FOUNDER + TRAINER

I'm Sarah Allen

In my 20 years in the financial services industry, I have enjoyed a varied career working for several major banks and lenders in roles such as credit assessor, business development manager and loan writer. In 2020, I founded & directed one of Australia's first onshore outsource parabroking service providers, which was just the beginning of my journey as a business owner. These days, I'm operating my own successful finance & mortgage brokerage and providing training programs and coaching to loan processors and VA's Australia wide and offshore.

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"Sarah put me at ease straight away. She is so friendly and extremely approachable. No question was a silly question. Sarah's knowledge was second to none and I learnt so much from her. I feel confident to be able to move forward into the Parabroking world with confidence."

- Samantha Mason

"Co-Pilot Parabroker Training provided a quality learning experience. I would recommend any loan processor wanting to advance their career or in my case a trainee mortgage broker to enrol. Sarah is experienced and professional. 5 stars! Thank you again."

- Janine Thompson

"I feel a lot more confident, not only with reading fact find forms, tax returns, rental statements, company financials and service request forms, but also with completing product comparisons, funding worksheets, quickly servicing and writing assessment notes."

- Bradley Morgan

Co-pilot Parabroker Training

Upskilling loan processors and VA's into highly efficient and confident parabrokers.

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Grab our Training Guide

Not sure where to start? Our training guide provides everything you need to know about our courses and programs that have been meticulously designed to upskill loan processors and VAs into confident and proficient parabrokers. Training solutions that transcend basic certifications.