Brokers & their right hand
Mortgage Broker & Broker Support
For brokers and the person keeping their pipeline moving.
Covers the broker and support-staff workflow together, so a broker and their right hand are working to the same standard on every file.
Format
- ✓ 6 live sessions of two hours each, on Zoom, camera on
- ✓ Small groups, so there is room for real questions on real files
- ✓ 12 CPD points, recognised by MFAA and FBAA
- ✓ Free re-sits for six months on any session you want to revisit
What is covered
6 two-hour modules from our module library, run in this order. The sequence can be tailored for a private team cohort.
- Missing Information Requests MIRS01
- Living Expenses LIVEXP01
- PAYG Income Analysis PAYG01
- PAYG Tax Documents PAYGD01
- Self-Employed Borrowers SEB01
- Servicing SERV01