The Mortgage Induction Course for Networks and Intermediaries
This is a five day course covering the following topics:
- Review of learning styles.
- Corporate outlook and ethos of your company.
- Overview of your companies sales process and the underpinning compliance requirements (tested).
- Fact-find essentials.
- Role play (tested).
- Generic protection module (tested).
- Generic mortgage module (tested).
- Specific protection provider training module (bespoke to your company and tested).
- Specific lender training module (bespoke to your company and tested).
- Compliance Manual training module (tested).
- MCOB rules module (tested).
- ICOB rules module (tested).
- Money laundering module (tested).
- Case study module (tested).
- Research (tested).
- Second meeting mandataries with role play (tested).
- Business planning and goal setting.
- Sales training with emphasis on prospecting and closing.
The course culminates in the Professional Competency Assessment (PCA) day. Here the candidates will be tested in a role play scenario on the first and second meeting and all mandatory actions will be tested after close observation.
Contact us today for pricing details and further information.
Take a Look at our Course Brochures
- Stepping Stones to Mortgage Broker™ brochure (682kb pdf)
