The full credit-ready pathway
Loan Packager & Credit
The complete credit-ready pathway, from documents to policy.
The full pathway for staff who need to package a deal to a credit-ready standard, including the harder policy and document scenarios. The most comprehensive track we run.
Format
- ✓ 12 live sessions of two hours each, on Zoom, camera on
- ✓ Small groups, so there is room for real questions on real files
- ✓ 24 CPD points, recognised by MFAA and FBAA
- ✓ Free re-sits for six months on any session you want to revisit
What is covered
12 two-hour modules from our module library, run in this order. The sequence can be tailored for a private team cohort.
- Compliance COMP01
- Credit Report Analysis CRA01
- Valuation Report Analysis VAL01
- Supporting Documents Mastery SDM01
- Personal Liabilities PLA01
- Missing Information Requests MIRS01
- Living Expenses LIVEXP01
- PAYG Income Analysis PAYG01
- PAYG Tax Documents PAYGD01
- Self-Employed Borrowers SEB01
- Construction Loans CONL01
- Servicing SERV01