Subscribe now to our Digital Magazine
Feb 2026
RANKING & REPORTS

What does it take to be a Top 25 Brokerage?

We speak with leaders of Australia’s top five brokerages to uncover their strategies for innovation and success
Hero banner

 #1 Aussie & #5 Lendi
Sebastian Watkins
Co-founder and CEO, Lendi Group

#1 Aussie & #5 Lendi

The Lendi Group had a transformative year in the financial year 2025, after making Aussie its primary broking brand and moving over hundreds of brokers from Lendi to become Aussie brokers. We find out what the Lendi Group has been doing to make it Australia’s leading brokerage

Q. Aussie has been named as the top brokerage 2026, while Lendi comes in at number five. What do you attribute to the group’s successes this year?

It starts and ends with our brokers. We’ve got more than 1,350 people in our network who genuinely care about customers and keep pushing to get better. That mindset – and a willingness to try new ways of working – has made a real difference this year.

The other big driver has been our Find. Buy. Own. strategy. It’s a simple idea – meet customers earlier, support them through the purchase, and stay with them as owners – but it’s powerful when brokers are at the centre of it.

We backed that strategy with real investment in tools, support, and adjacent services, so brokers can help customers beyond the loan. Brokers have turned that into results, including strong year-on-year growth in settlements and a record-breaking H2 for the network.

Bringing buyer’s agents, conveyancing, and other services closer to the Aussie experience has made the journey simpler for customers and created more touchpoints for brokers to add value.

Q. What was the group’s biggest achievement in FY25?

If I had to pick one, it’s delivering real progress on Find. Buy. Own. – moving from “great at mortgages” to a connected property experience customers can actually feel.

We grew settlements year on year, and we also proved there’s strong demand for a more end-to-end model, including becoming the fastest-growing buyer’s agency in Australia. That tells me customers want help navigating property, not just a transaction.

A big shift was backing the Aussie brand as our primary broking brand. It was a complex transition, and we didn’t get everything perfect, but the momentum has been clear. We’ve kept a smaller Lendi broker cohort as a nimble digital brokerage to test, learn, and bring the best innovations back to the wider network.

Q. What was the biggest change or initiative you made last year to help brokers support their customers this year?

We redesigned our core broking proposition around the full property journey – so customers can Find. Buy. Own. with one connected experience, and brokers can stay relevant at more moments that matter.

That means customers can move from searching, to buying, to financing, and then managing their home over time without feeling like they’re starting again each step. It’s simpler, and it builds trust.

For brokers, it’s created more ways to support customers – and more opportunities to deepen relationships – through services like Aussie Conveyancing, Buyer’s Agents, and new lending partnerships. The goal wasn’t to add “more stuff”. It was to make the broker-led experience more valuable, more joined up, and easier to deliver consistently.

Q. What will be the group’s main points of focus for the next six months?

Two things: going deeper on Find. Buy. Own. across the network – and moving faster on becoming AI-native in ways that genuinely help brokers and customers.

On AI, the measure of success here isn’t novelty – it’s whether what we build saves time, builds trust, and enables deeper connection with customers.

In parallel, we’re scaling Aussie Amplify, which we launched in late 2025. It’s designed to support brokers in the kind of growth that matters to them – whether that’s stepping into business ownership, moving into franchise ownership, or expanding into multi-site operations. Our job is to listen, remove friction, and back brokers to grow on their terms.



#2 Mortgage Choice
Anthony Waldron
CEO, Mortgage Choice

#2 Mortgage Choice

Coming in second place this year is franchise brokerage Mortgage Choice. CEO Anthony Waldron explains how deeper integration with realestate.com.au, a broker-first AI strategy and brand investment, powered the group’s standout year – and what’s next in 2026

Q. What do you attribute to the brokerage’s successes this year?

Our success is a direct reflection of the dedication of Mortgage Choice brokers and the head office teams who support them. In 2025, we continued to lead the way in further integrating property search and ownership with finance, thanks to our connection to REA Group. For realestate.com.au’s more than 12 million monthly visitors, we put our brokers front of mind during critical moments. When users are exploring finance options or assessing affordability, contextual prompts encourage them to seek pre-approval or contact a broker. We also embedded broker touchpoints in tools such as affordability calculators, property owner dashboards, and inquiry forms.

We put our brokers front of mind
- Anthony Waldron, CEO, Mortgage Choice

It is a point of pride for me that we don’t just market a brand – we champion the humans behind it. That’s why we celebrated the diverse individuals in the Mortgage Choice network by making our brokers the heroes of our ‘More’ national brand campaign. In the campaign TVC, brokers take centre stage to describe what ‘more’ means to them.

Q. What was the group’s biggest achievement in 2025?

Seeing our network embrace innovation to better support their customers was a standout for me. We launched the Mortgage Choice AI Academy, not to chase a trend, but to empower brokers to use AI thoughtfully and pragmatically. Mastering these tools is helping our brokers reclaim time to prioritise nurturing deeper connections with their customers.

I’m also immensely proud of the impact of the Mortgage Choice Charity Foundation, which donated a record $444,000 to Australians in need during FY25. Seeing our brokers volunteer their time and funds to support vulnerable Australians shows the true heart of our network.

Q. What was the biggest change/initiative you made last year to help brokers support their customers this year?

In 2025, we focused on delivering timesaving tech and tools that facilitate deeper client engagement. Central to this was the launch of the Mortgage Choice AI Academy, which includes eLearning, guides, webinars, and in-person training sessions to fast-track our brokers’ AI capability.

We delivered an industry-first Quickli integration and also integrated open banking via the Frollo Financial Passport into our proprietary Broker Platform. These tools reduce data rekeying, streamline the document gathering process for clients, and give brokers real-time insights into a customer’s financial position.

In 2025, we supercharged our investment in the iconic Mortgage Choice brand through our ‘More’ campaign, which featured our brokers. We also provided our network with customised assets to leverage our national brand campaign locally, empowering them to tell their own stories and show their communities the choice, expertise, and care that they offer.

Q. What will be the group’s main points of focus for the next 6 months?

Over the next six months, we will continue to deepen Mortgage Choice’s integration on realestate.com.au, helping to place our brokers front and centre with Australians searching for property. We are also doubling down on our AI roadmap and tailored development programs.

We want to ensure every broker, regardless of where they are in their career, has the tools, insights, and support they need to thrive in a rapidly changing market.



#3 Loan Market
Sam White
CEO, Loan Market

#3 Loan Market

Loan Market’s branded business has been growing out by elevating the broker experience. Here, we catch up with Loan Market CEO Sam White to find out more

Q. What do you attribute to the brokerage’s successes this year?

A core part of our DNA is that we have always seen brokers as our customers. We’ve never had lock-in contracts – our franchise owners can leave at any time and retain their trail. It’s on us to keep improving and earning the right to be the group they want to be part of.

That means getting better and providing more services to help our business owners make more money and grow stronger businesses.

Our Elevate growth program, Kaizen workshops, tailored business planning and coaching sessions, profit benchmarking, talent acquisition services, and comprehensive marketing support are all designed to help brokers increase productivity and business profitability.

Brokers have never been in a better position to help their customers. While some regard AI as a disruption, we’re harnessing its advantages to elevate the interaction between our businesses and their customers. We’re combining data-driven insights with processes that bring brokers and their customers closer together.

Our customer experience is reflected in an average Net Promoter Score (NPS) of +99 for Loan Market brokers, which is significantly higher than the industry average of +34. We also have the highest number of positive Google Reviews per business in the industry.

Q. What was the group’s biggest achievement in 2025?

We continue to set new business growth benchmarks through our bespoke Elevate program.

The six-month program is designed for business owners ready to aggressively scale their operations. It’s a collaborative journey, and the willingness of business owners to share their ideas with their peers in the group sessions has been inspiring.

Last year, we brought on Oren Leshetz – one of Australia’s most-respected business coaches – to support head of business coaching, Michael Karpathakis. Oren’s role is to help business owners effectively implement their new, enhanced business plans back into their daily operations.

Elevate alumni are enjoying growth across multiple metrics: appointments are up by 77 per cent, settlements have grown by 56 per cent, and 82 per cent have successfully scaled their teams.

We also launched our Make it yours omnichannel brand investment plan, which we’ve taken to a new level this year, strengthening our brokers’ profiles in their markets. Initial results from the first campaign showed a 33 per cent increase in brand awareness, more than 2 million Meta ads, and more than 20 million impressions through Google ads.

Q. What was the biggest change/initiative you made last year to help brokers support their customers this year?

We want our brokers to stay ahead of the curve. Investing in tech that helps them develop stronger relationships with customers remains central to that commitment.

We launched MyCRM Intelligence in December, which includes a suite of AI assistants that have been built into MyCRM, designed to help brokers work faster, safer, and smarter.

The first two releases under MyCRM Intelligence – My Note Writer and My Quality Assurance – are designed to remove some of the most time-consuming and error-prone parts of the loan process.

Earlier in 2025, we unveiled one of its largest ever enhancements to our platform,with the introduction of MyCRMDiversified. Launched in March as an industry-first, it brought together residential, commercial, and asset finance together in one platform.

With an NPS of +99, customers love Loan Market brokers. We’ve just smoothed the path to diversification for brokers, so they can ‘yes’ to different customer requests, helping them unlock new revenue opportunities and strengthening through multiple touchpoints.

Q. What will be the group’s main points of focus for the next 6 months?

We’re building upon the brand awareness generated by the Make it yours campaign. On the back of the amazing customer experiences our businesses offer, we are going to cement our reputation as the most known, liked, and trusted brand in the industry.

Make it yours will be celebrated on TV, billboards, radio, digital, social, influencer partnerships, competitions, and events – we’re amplifying how Loan Market brokers uniquely help customers make it theirs, whatever their ambition looks like.

The number of people reaching out to brokers is climbing every year. Customers no longer think whether they should go to a bank or a broker: they’re thinking about which broker to choose.

We’re backing the customer experiences our brokers are delivering on the ground with a campaign that complements the word of mouth and tens of thousands of positive online reviews customers come across every day.



#4 Shore Financial
Theo Chambers
CEO, Shore Financial

#4 Shore Financial

Sydney-based brokerage Shore Financial once again took its place as the highest-ranked non-franchise brokerage in Australia and coming in fifth place overall. We speak to CEO Theo Chambers to find out how they do it

Q. What do you attribute to the brokerage’s success this year?

Shore’s growth has come from being obsessively broker-centric. We focus on giving brokers the best credit, systems, education, and operational support in the industry, so they can spend their time where it matters most advising clients and building relationships. Over the past year, we have invested heavily in proprietary technology, AI-driven automation, and smarter use of customer data, while also expanding our verticals across financial planning, insurance, asset finance, and Shore Invest, our commercial property syndication platform. This allows brokers to serve clients across their full financial journey, not just a home loan. Combined with our expanded processing and specialist support teams, brokers can move faster, structure better solutions, and deliver consistently stronger outcomes. That integrated, data-driven model has driven higher client lifetime value, referrals, and sustained productivity across the network.

Q. What was the group’s biggest achievement in 2025?

We fundamentally upgraded how Shore operates
- Theo Chambers, CEO, Shore Financial

Our biggest achievement was successfully expanding Shore from a mortgage brokerage into a true multi-vertical financial services platform. In 2025, we grew Shore Invest into multiple partnerships and syndicated our second commercial asset, raising $64 million in equity, alongside our partners to acquire $116 million of institutional-grade property. We also launched asset finance as an in-house capability and restructured our financial planning business to support scalable growth. This allowed brokers to deliver far more value to their clients across lending, investing, and wealth, driving higher engagement, stronger cross-sell, and materially higher client lifetime value across the group.

Q. What was the biggest change or initiative you made?

We fundamentally upgraded how Shore operates. Alongside investing in AI-driven automation, live data, and smarter customer engagement tools, we expanded our management team and appointed a CTO to lead the next phase of our platform. We also strengthened our processing, credit, and specialist teams to remove bottlenecks for brokers. The result is a faster, more intelligent operating environment that supports more complex client needs across home loans, asset finance, investments, and advice, while giving brokers better visibility, higher conversion rates, and a superior client experience.

Q. What will be the group’s main focus for the next six months?

Our focus is to scale our integrated financial services platform and unlock more value from our data and technology. We are investing heavily in AI-driven deal flow, marketing automation, and client engagement tools, while continuing to grow Shore Invest, asset finance, and financial planning, alongside our core mortgage business. We are also actively pursuing M&A opportunities, using our system-agnostic technology to integrate high-quality businesses without being constrained by legacy platforms or aggregator structures. The goal is to build Australia’s most scalable, data-driven financial services group for brokers and their clients.

FEEDBACK
Got something to say about the digital magazine?
Email us at [email protected]