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Unlock Your Potential

Where banking experience meets broker independence.

Make the Move With Sherwood Mortgage Group

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.

Why Transition To Brokering?

Broaden Your Toolkit
Access 50+ lending partners to offer clients more choice and flexibility.
Grow Your Business, Your Way
Build your own brand and manage your book with full Sherwood support.
Stay Supported Every Step
Enjoy mentorship, marketing tools, and compliance guidance from day one.

Why Bankers Choose the Broker Channel

  • Limitless earning potential through greater commissions
  • A whole suite of product and lender options for clients
  • A truly advisory, and more flexible client-first approach
  • Flexibility, autonomy, and ownership of your book
  • The ability to build a long-term business asset

Wouldn't trade the last seventeen years for anything!! I've said it once and I'll say it again, Sherwood is my second home!

Vito Parrotta

It was a bit of a bumpy road at first - A lot of lenders and products to navigate. With a great team lead, and continuous hands on training, I know it was the best decision for me and my family.

Adrian Paipa

Sherwood’s B2B Launch Program

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 Changes When You Leave the Bank


What you already bring:

  • Credit and policy knowledge
  • Client communication skills
  • Product knowledge (albeit limited to the one bank)
  • Daily business structure

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.

  • Referral partner development
  • Various lender products and submission strategies
  • Shifting focus away rate and more on product options
  • Documentation and compliance
  • New systems/platforms/portals
  • Business cashflow and operations
  • Scalable growth systems
  • Self-discipline – building your own daily structure


Book a Confidential Transition Call & Start Your Banker-to-Broker Journey with Sherwood Mortgage Group