Residential Broker Program.
Self-paced lesson.

Mr Mentor’s Residential Broker Program is a game-changer for the mortgage broking industry, equipping brokers with both technical knowledge and practical application.

This lesson, R7. Processing Loans, is part of Mr Mentor’s Residential Broker Program which provides a comprehensive exploration of the lending landscape.

Delivered as a recording of the live tutorial, it is supported by the Student Guide, tools, resources, and an assessment.

By the end of this lesson, you will have a strong understanding of core lending products, policies, and strategies needed to structure effective loan solutions for your clients.

Topics covered include:

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

Jennifer Robb

Duration

Access for three months

Support

Tutorial recordings.

Student guide.

Tools and resources.

Assessment.

Price

$275

Benefits of the program

  • Comprehensive student guides for each lesson.
  • Interactive live tutorials delivered online, recorded for self-paced learning and revision.
  • Designed to deliver practical and measurable outcomes
  • Access to an extensive downloadable resource library
  • MFAA & FBAA approved. CPD hours allocated.
  • Ongoing Continual Professional Development webinars.

Course activities and resources

Melissa Robinson

Leading with Passion and Expertise:
Melissa Robinson, General Manager at Mr. Mentor, brings not only strong leadership and operational acumen to her role, but also a deep passion for the lending industry.
Focusing on residential and loan processing sectors, her enthusiasm fuels the continuous development of our program content.
This ensures Mr. Mentor remains a market leader in delivering comprehensive and practical skill-building for the next generation of mortgage brokers.

Dale Wilkinson

Become a Home Loan Hero: Learn from Dale Wilkinson
Want to empower others to achieve homeownership? Join Dale and learn the secrets of mortgage broking! Dale will guide you through interviewing, researching, and loan approval processes, so you can become a trusted advisor for first-time buyers and seasoned homeowners alike.
Dale is a master in the art of exceptional customer service, navigating the complexities of the mortgage industry, and providing the confidence to provide the home loan journey for your clients. Let's turn your passion for finance into a rewarding career!

Ebony Maxwell

Finance Enthusiast | Driven Achiever
Fueled by a passion for finance since the age of 18, Ebony has thrived in a diverse range of industry roles.
Constantly setting ambitious goals and leveraging them to find daily motivation that pushes her to exceed expectations.
Throughout her career, Ebony considers she has been fortunate to connect with phenomenal mentors who've guided her and contributed to many fulfilling career achievements.

Zarko Jokic

Working with people across our industry to find their strengths and challenge their weaknesses, Zarko aims to drive better results through focus and process improvement.
Zarko work with aggregators, lenders, business owners and consumers all share the same common goal; position finance brokers as the professionals of choice in the mortgage and finance industry.
The most rewarding aspect of his work is seeing a business owner progress from a zero start to a profitable and consistent business.