The New Broker Success Playbook
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From CeMAP to a Sustainable Career in Mortgages
This Playbook is built specifically for brand-new mortgage advisers in their first year who’ve passed CeMAP and want a proven head start.
Why Most Brokers Fail After CeMAP
Passing CeMAP is only the first hurdle. It doesn't make you a successful mortgage broker. It just gets you into the game. Here's the harsh reality that most new brokers face:
The Waiting Game
Most new brokers face months of waiting, competing for scarce roles, or struggling to find a network willing to train them properly.
The CAS Challenge
True independence requires CAS (Competent Adviser Status), which usually takes 3 to 9 months to achieve with proper guidance.
The Death Beach
This stage is what I call the "Death Beach." Like turtles hatching, many don't survive the messy middle between exams and competence.
The Reality Check
From coaching hundreds of brokers and observing industry patterns, here’s what I’ve consistently seen:
70%
Failure Rate
Of new brokers who don't have proper guidance in their first year
Months Average
Time to achieve CAS without structured support
£0
Income Gap
What most brokers earn during the "Death Beach" period
3-6
Months Waiting
Typical time spent searching for the right opportunity
These aren’t official statistics, but they do reflect the reality I’ve seen repeated over and over again. The point isn’t to scare you, it’s to show you what most people face when they start this career without a plan.
The flip side? With the right structure and guidance, you can dramatically shorten this timeline and avoid the pitfalls that hold most brokers back.
Who am I, and why should you care?
I’m Ash Borland, creator of the Mortgage Business Mastery Method, a proven system that helps mortgage brokers simplify success.
Having built my career first as a broker, I saw how many advisers struggled with the same problems: inconsistent leads, low protection sales, no client retention, and chaotic scaling. So, I developed a method that breaks the entire broker journey into four parts: marketing, sales, retention, and scaling.
It’s an easy-to-follow system designed to cut out the trial and error. Instead of chasing leads or burning out, you get structure, confidence, and clarity at every stage of your business.
Today, I coach brokers across the UK using this method to:
Generate consistent inbound leads without relying on introducers.
Sell more mortgages and protection with confidence without feeling “salesy.”
Retain clients long-term with processes that create repeat business.
Scale with clear roles, automation, and a business that doesn’t rely solely on you.
If you are a broker who wants to build a business that attracts, not chases, the Mortgage Business Mastery Method was built for you. LEARN MORE ABOUT THAT HERE
Why I Created This Playbook
I am a business coach for established mortgage brokers. I spend my days helping brokers scale their businesses, grow their income, and build long-term stability.
But here's the thing...
Every single week, I get messages from new advisers asking the same questions:
Until now, I didn't have a resource I could point them to. That's why I built The New Broker Success Playbook.
What Others Think...
“Ash’s coaching gave me the confidence, clarity, and consistency to build my brand, create content that resonates, and grow as a broker.”
“The Mortgage Broker Playbook is a no-brainer for anyone who’s CeMAP qualified but unsure what to do next.”
The Five Module Success Framework
This playbook takes you step by step through the five critical stages of building your mortgage career:
Module 1: Breaking Into the Industry
Understand your options, networks, and how to position yourself early in the market.
Module 2: Securing CAS
Pass through Competent Adviser Status smoothly with structured systems and zero guesswork.
Module 3: Essential Sales and Lead Generation
Learn the sales and client acquisition skills CeMAP doesn't teach you.
Module 4: Mastering the Mortgage Process
Deliver advice with confidence, structure calls properly, and build unshakeable client trust.
Module 5: Building a Sustainable Career
Deliver advice with confidence, structure calls properly, and build unshakeable client trust.
What You Get: Complete Learning System
This isn't just another information dump. It's a full learning system designed to move the needle forward:
Actionable Video Lessons
Step-by-step video content with exercises to put into practice immediately. Each lesson builds on the previous one.
Downloadable Resources
PDFs, cheat sheets and summaries with step-by-step guides you can use every day in your practice.
Downloadable Audio
Download the lessons in audio format to listen on the go
Bonus Interviews
Interviews with experts on convincing, mortgage networks, selling protection, buildings and contents and so much more
Bonus Strategies
Advanced material with strategies top-performing brokers use to accelerate their success beyond the basics.
Why This System Works
Clarity at Each Stage
No confusion about what comes after CeMAP. Clear roadmap with defined milestones.
MBM From Day One
Mortgage Business Mastery embedded from the start to avoid bad habits and accelerate progress.
Proven Lead Flow
No guesswork using proven frameworks for awareness, nurture, and lead generation.
Long-term Stability
Systems and habits that compound year after year for sustainable success.
Success in mortgage broking isn't about luck or natural talent. It's about following a proven system and implementing it consistently from day one.
Industry Experts Featured In The Playbook...
Here is just a few of the industry experts who are featured in exclusive new broker success, playbook interviews sharing their own tips and tricks for brand-new advisers
JIM SELLEY
Director of Training at Connect for Intermediaries
NATHAN HILL
NEW Mortgage & Protection advisor
GARY WATERS
Protection Sales Coach
JONNY PALMER
Fonder of Convi
ED JACKSON
Managing Director at Nest GI
CHRIS HILL
Head of Sales - Intermediary Distribution at Accord Mortgages Limited
Frequently Asked Questions...
What exactly do I get when I join?
You’ll get instant access to five modules. Each lesson includes a short video, closed captions, a downloadable audio version, a PDF summary or checklist, and a clear action step so you can put it into practice straight away.
Who is this for?
I designed this for brand-new mortgage advisers in their first year after passing CeMAP. If you’re about to sit CeMAP and want to understand what comes next, or if you’re still early in your career and want to get the foundations right, you’ll also find it useful.
How is it delivered?
It is all online and completely self-paced. The moment you sign up, you get access to all modules right away.
How long will it take me?
I have kept the lessons short on purpose, around 90 seconds to 5 minutes each. The idea is “watch, download, do.” Most brokers can work through a module in an evening or over a weekend.
What results should I expect?
I do not promise overnight wins, but I do promise structure and direction. By following the Playbook, you will know how to move towards CAS, pick the right first role, start building your own lead system, and create a clean, professional client process. Your results will come from doing the action steps.
Does this include coaching or support?
No, this is a self-study programme. You will not get a community or ongoing support included. If you do want personal help, you can book a one-to-one Power Hour with me separately, though these are very limited.
Do I get lifetime access and updates?
Yes. Once you have bought it, it is yours. If I update the Playbook or add new resources in the future, you will get them automatically without paying extra.
What is the refund policy?
I offer a 7 day, no-questions-asked refund. If you decide it is not for you, just email me within 7 days of purchase using the same email address you signed up with. Send it to [email protected] with your name and “Refund” in the subject line, and I will process it.
What formats are included?
You can watch the videos with captions, download the audios to listen on the go, and use the PDFs for each lesson’s notes and checklists.
Are there any bonuses?
Yes, I have included exclusive interviews with industry professionals, checklists, and practical templates. Over time, I will also add and swap out resources to keep it fresh.
Is this relevant if I have not got CAS yet?
Yes. The Playbook will show you the exact steps you will need to earn CAS and avoid common mistakes that trip up new advisers.
How is this different from free content online?
Everything is structured, sequenced, and designed for new brokers. There is no fluff or wasted time. Every lesson ends with an action step so you know exactly what to do next.
Do I get a certificate?
No. This is not about another piece of paper. It is about skills, results, and building confidence as a broker.
Can I expense this through my firm?
Many firms treat this as training. You will get a receipt you can use for your records, just check your company’s policy first.
What tech do I need?
Nothing complicated. Any modern browser and an internet connection will do. You can view the PDFs on desktop or mobile, and download the audio to play on your phone or in your podcast app.
How do I log into the course?
Some people set up their password but then find they can’t log back in (it even happened to me!).
Here’s what to do:
Go to the course login page: Course Login
Once you’re in, save this page to your bookmarks so you can easily access it next time.
I Also Make LOADS of Free Content For New Adviser On YouTube
