Course curriculum

    1. Getting the most out of the Loans Only Learning Centre

    2. Meet Your Mentor - Peter

    3. Your Accountability Partner

    1. Obtain ALL your accreditations

    2. Accreditations – an overview

    3. Broker Accreditations File download

    1. Get your work tools set up

    2. Infynity Tutorial

    3. Valuations - Get PropertyHub Access

    4. How to order a valuation via PropertyHub

    5. Valuations - what you need to know

    6. Your Guide to Comprehensive Reporting

    7. Resources

    1. Revenue generating activity

    2. Script for your first conversation with a prospective client

    3. How to run a sales meeting

    4. Marketing & Sales – making the cash register ring

    5. Sales & Marketing – setting yourself up for success from the beginning

    6. Submit Your Business Plan

    1. Credit & loan submissions

    2. How to Think Like a Credit Manager

    3. How to Conduct a Preliminary Assestment (using the tools in Infynity!)

    4. Before your start a loan application

    5. What’s required in a fact find (part 1)

    6. What’s required in a fact find (part 2)

    7. Infynity – living expenses (part 3)

    8. Infynity – Satement of Credit Assistance (part 4)

    9. How to complete AOL (part 5)

    10. Applyonline

    11. Infynity – further training on these initial steps is also available in e-learning

    12. Deal reviews

    13. Tools | Templates | Resources

    1. You have completed StartUp!

    2. Loans Only Learning Centre - Navigational Template

About this course

  • Free
  • 34 lessons
  • 7 hours of video content

Discover your potential, starting today