A media kit gives mortgage brokers a single, accurate document to hand referral partners, media outlets and event organisers: who you are, what you do, the results you can evidence and how to make contact. It earns its keep only when every claim inside it survives scrutiny.
This page covers what belongs in a broker’s kit, the advertising and privacy rules that shape it, and the inflated promises worth leaving out.
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What goes in a broker media kit
Keep it short and verifiable. Useful contents include a concise biography with your credentials and aggregator or licence details, two or three anonymised case studies with outcomes you can evidence, and the lending areas you genuinely serve such as types of loans across first homes, investment loans and refinancing, plus current contact details.
Numbers persuade when they are real and dated: settlements completed, client ratings from platforms you can name, years in the industry. Skip anything you cannot substantiate on request, because partners will sometimes check.
The rules that shape your claims
Three regimes apply. ASIC guidance prohibits false or misleading representations when promoting credit services, so superlatives need proof behind them. The ACCC requires that any reviews or testimonials you quote be genuine, not edited into something the reviewer never said. And under OAIC guidance, an identifiable photo or video counts as personal information, so collect express consent after explaining exactly where the material will appear and who will see it.
Those consent conversations also protect your social proof: clients whose stories are treated carefully stay willing to tell them.
Promises worth leaving out
A media kit does not automatically attract clients, secure partnerships or lift enquiries; those results depend on distribution, reputation and service. Anonymous success stories about other brokers are equally worthless as evidence, and no video length is magically engaging. State what the kit is, a clear summary of your business, and let recipients decide.
Keeping it useful over time
Partners reading a well-kept kit start to trust you before the first meeting, which is precisely the outcome this document exists to create. Include a line about your typical application process so referrers know what their clients will experience, and keep the tone factual; that restraint is what helps a cautious reader build trust in advance.
Set a review rhythm so the kit never goes stale: refresh statistics each quarter, update case studies as they close out, and revise commentary when mortgage trends shift or Interest Rates move materially. A dated kit signals neglect; a current one quietly shows you run a disciplined business.
Your next step
Draft a two-page version this week using only claims you can evidence, gather written consent for any client material, then send it to one existing partner for feedback before wider circulation.
