Mortgage Sales Training- “Lead Conversion Essentials” Course

Rated 5.00 out of 5 based on 1 customer rating
(1 customer review)

Here’s what you get:

  • 5 x course modules
  • 29 x video tutorials
  • 72 minutes of filmed content
  • 70+ e-learning slides
  • 4 x downloadable templates
  • 3 x audio recordings of sales calls
  • 5 x online assessments
  • Membership to Wealthify Academy site
  • Access to private online forum – connect with other students
  • PLUS five CPD points for both MFAA & FBAA

PRICE: $749 (or PAYMENT PLAN PRICE: $269 p.m x 3 mths)

BONUS: save a further 10% with MFAA or FBAA discount. Email with your membership number to access discount codes.



SKU: lead conv lump sum Category:


The Wealthify “Lead Conversion Essentials” course is the powerful new approach to mortgage sales training you’ve been looking for. Delivered entirely online, the Lead Conversion Essentials course has been developed by finance industry leaders to provide the very latest tools, techniques and strategies you need to convert more leads in the digital era. There are FIVE course modules:

  1. Systems
  2. Customer Psychology
  3. Adviser Mindset
  4. Communication & ‘Selling’
  5. Lead Management


Wealthify’s online mortgage sales training is the perfect course for finance professionals who want to convert more leads to sale. It is ideal for:

  • mortgage brokers | financial advisors | finance brokers | mobile lenders | bank managers | mortgage franchise groups | mortgage aggregators


The smartphone has changed everything for business owners & Australian finance professionals. More than 50 per cent of Google search now occurs on mobile, and the digital channel is disrupting traditional financial sales activity. Digital is fastest growing source of leads in financial services. Online leads are very different to referrals – and even referrals are getting harder to convert in the digital era – yet there is very little training publicly available to cater for this new market reality – until now.

Conversion is the #1 challenge for mortgage brokers & financial advisers. To succeed in this new sales environment, a different lead conversion approach is needed


When you purchase the course you obtain an individual (non-transferable) license to access the Wealthify online learning platform, and to complete the Lead Conversion Essentials course. (Bulk order discounts are available for groups and larger organisations – enquire here).

Students can work through the course content in their own time, at home or in the office. Wealthify’s online learning platform allows you to save & track your progress so that you can complete the course gradually over a period of days or weeks in need.


  • The essential systems & tools you need to convert more finance leads
  • The truth about the ‘customer journey’ – and where you fit in
  • How customers think, and what they want
  • The real reasons why you’re not converting
  • Quick actions to boost your conversion rate immediately
  • When – and how – to call finance leads
  • The mindset you need to be a top-performer
  • How to ‘un-learn’ bad sales habits
  • Easy lead management systems that work
  • Ethical selling practises & elite conversion tips


The Lead Conversion Essentials course duration is approx FIVE (5) HOURS. Both the MFAA & the FBAA have approved 5 x CPD hours for completion of the course. Students receive a Certificate of Attainment upon graduation, with the relevant CPD codes to claim credit for both the FBAA & MFAA cpd points.

The Wealthify Academy learning interface.

1 review for Mortgage Sales Training- “Lead Conversion Essentials” Course

  1. waynequek

    Whether you are starting out in mortgage advisory, an industry veteran, I would highly recommend Lead Conversion Essentials.

    This course provides short, easy to follow and relevant bite-size information that gets straight to the point and enables you to fine tune an improve your conversion levels.

    I am excited to implement these new techniques and bring my game to the next level.

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