One Trained Person Is Not a System
When the one trained processor resigns, a small brokerage can grind to a halt for months. Why key-person risk is a training problem, not a hiring one.
Read more →Insights
Notes on building file-ready teams.
Practical writing on training brokerage support staff, onboarding new hires, and the day-to-day of running a cleaner processing pipeline.
Be The Credit Analyst
Your broker notes are written for the credit analyst, not for you. Amanda O'Hara on writing notes that answer the questions before an MIR is ever raised.
Read more →Train or outsource your loan processing?
The build-versus-buy decision every growing brokerage hits, and how to weigh it without falling into the offshore-cost trap.
Read more →Who Needs Training?
A Cert IV makes you qualified, not job ready. Amanda O'Hara on the three people who need broker support staff training, and why it belongs outside your week.
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