Broker Contract Template: Key Components To Include

A broker contract template should identify the parties, define the services and state how fees, expenses, confidentiality, termination and disputes are handled. The signed contract should match the actual engagement and applicable Australian law.

Use the template as a drafting checklist, not as legal advice. Have an Australian lawyer review the agreement for the business model, licence arrangements and state or territory requirements.

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Clauses to cover

  • legal names, addresses and authorised contacts
  • scope, exclusions and service standards
  • payment timing, approved expenses and tax treatment
  • confidentiality, privacy and Data Protection
  • term, termination rights and work in progress

Check before signing

Define who owns client records and intellectual property. State how complaints and disputes will be managed. Test the contract against realistic Case studies, including early termination and unpaid fees, then correct any clause that gives an unclear result.

Track My Trail Team

We develop software to simplify trail book management for mortgage brokers. Our tools provide fast and practical insights to help brokers get the most out of their trail books.