New admin & support staff

Admin Loan Processor

Get a new admin hire useful on files quickly.

The foundations for someone stepping into a brokerage support role. By the end they can prepare and move a file without constant hand-holding.

Format

  • 4 live sessions of two hours each, on Zoom, camera on
  • Small groups, so there is room for real questions on real files
  • 8 CPD points, recognised by MFAA and FBAA
  • Free re-sits for six months on any session you want to revisit

What is covered

4 two-hour modules from our module library, run in this order. The sequence can be tailored for a private team cohort.

  1. Compliance COMP01
  2. Credit Report Analysis CRA01
  3. Valuation Report Analysis VAL01
  4. Supporting Documents Mastery SDM01