Discover a new way to serve clients, grow your business, and collaborate across a full spectrum of lenders — including major banks and trusted partners.
Build On Your Foundation
Your background in banking gives you a strong foundation in client relationships, credit knowledge, and mortgage solutions.
As a broker with Sherwood, you can take that expertise even further — offering clients more choice, and continuing to work with many of the same bank partners you already know and trust.
A Supported Transition. A Proven System. Real Entrepreneurship.
You already understand mortgages. As you transition into entrepreneurship, we’ll teach you how to build a business.
Transitioning from the bank into the mortgage broker channel doesn’t mean starting over — but it does mean learning an entirely new way of thinking. From the time you seamlessly onboard to Sherwood Mortgage Group, your Banker to Broker pathway is already paved and built around hands-on support, training, education, business development and endless resources, so you can focus on learning and growing.
The thought of making such a transition could be daunting, but our seamless onboarding with step-by-step support will help get you across the finish line as stress free as possible. Our central underwriting desk (SMU), will ensure a smooth transition of your pipeline. Through hands on training on new platforms and processes, we ensure you are comfortable moving forward in your business, fully equipped, fully prepared.
What you already bring:
What brokers must learn:
Your transition into the broker space means a change of mindset, a change of discipline and a change of understanding. Learning the bricks and mortar of the business, how to build an infrastructure and understanding the fundamentals of running a business is essential for getting you up and running. Below is an outline of what some first steps are in setting up your business.








