Residential Broker Program.
Self-paced lesson.
Mr. Mentor’s Residential Broker Program is a game changer for the mortgage broking industry, delivering the technical skills required for success.
This lesson is R7. Loan Processing
Lesson Outline
The fact find.
The fact find.
Verifying data.
Policy research.
Workshop documents: Initial workshop numbers, net monthly surplus, funding summary, statement of position
Valuations.
Pricing.
Product comparisons and Best Interest Duty (BID).
Putting the loan into the Aggregator’s software.
Generating compliance documentation.
Transition to apply online.
Uploading supporting documents.
File set up.
Post lodgement tracking and file notes.
Format
Recorded tutorial
Starting date
Self-paced
Facilitators
Melissa Robinson
Duration
Access for one month
Support
Tutorial recordings.
Student guide.
Tools and resources.
Assessments.
Price