Course Description

Course curriculum

  • 1

    01 - Credit Training - Five C's of Credit

    • 1.01 - Credit - Introduction

    • 1.02 - 5C's of Credit

    • 1.03 - Capital - 5C's of Credit

    • 1.04 - Capacity - 5C's of Credit

    • 1.05 - Collateral - 5C's of Credit

    • 1.06 - Character - 5C's of Credit

    • 1.07 - Common Sense - 5C's of Credit

    • 1.08 - 5 C's of Credit - Course Note

    • 1.09 - 5 C's of Credit - Quiz

    • 1.10 - Activity - 5 C's of Credit

    • Important Link
  • 2

    02 - Credit Issues and Credit Score

    • 2.01 - Credit Issues - Part A

    • 2.02 - Credit Issues - Part B

    • 2.03 - Credit Issue - Course Note

    • 2.04 - Credit Issue - Quiz

    • 2.05 - Credit Score

    • 2.06 - Credit Score - Course Note

    • 2.07 - Basic Credit - Quiz

    • 2.08 - Activity - Credit Issue and Credit Score
  • 3

    03 - Top 3 Qualifiers

    • 3.01 - Top 3 Qualifiers - Introduction

    • 3.02 - Deposit and LVR

    • 3.03 - Income and Servicing

    • 3.04 - Other Credit Issues

    • 3.05 - Top 3 Qualifiers - Course Note

    • 3.06 - Top 3 Qualifiers - Quiz

    • 3.07 - Activity - Top 3 Qualifiers
  • 4

    04 - Funding Position

    • 4.01 - Funding Position

    • 4.02 - Funding Position - Course Note

    • 4.03 - Funding Position - Quiz

    • 4.04 - Activity - Funding Position
  • 5

    05 - How Much Can I Borrow

    • 5.01- How Much Can I Borrow

    • 5.02 - How Much Can I Borrow - Course Note

    • 5.03 - How Much Can I Borrow - Quiz

    • 5.04 - Activity - How Much Can I Borrow
  • 6

    06 - Technical Skills

    • 6.01 - Payslip - Part 01

    • 6.02 - Payslip - Part 02

    • 6.03 - How to Read Payslip - Course Note

    • 6.04 - How to Read Pay Slip - Quiz

    • 6.05 - Tax Return - Part 01

    • 6.06 - Tax Return - Part 02

    • 6.07 - Tax Return - Part 03

    • 6.08 - How to Read Tax Return - Course Note

    • 6.09 - How to Read Tax Return - Quiz

    • 6.10 - Business Activity Statement

    • 6.11 - How to Read Business Activity Statement - Course Note

    • 6.12 - How to Read BAS - Quiz

    • 6.13 - Bank Statement

    • 6.14 - How to Read Bank Statement - Course Note

    • 6.15 - How to Read Bank Statement - Quiz

    • 6.17 - Activity - Technical Skills
  • 7

    07 - Top 8 Customers - Bad Credit

    • 7.01 - Bad Credit - Part 01

    • 7.02 - Bad Credit - Part 02

    • 7.03 - Bad Credit - Part 03

    • 7.04 - Bad Credit - Part 04

    • 7.05 - Bad Credit - Part 05

    • 7.06 - Bad Credit - Part 06

    • 7.07 - Bad Credit - Course Note

    • 7.09 - Activity - Bad Credit
  • 8

    08 - Top 8 Customers - Guarantor

    • 8.01 - Guarantor - Part 01

    • 8.02 - Guarantor - Part 02

    • 8.03 - Guarantor - Part 03

    • 8.04 - Guarantor - Part 04

    • 8.05 - Guarantor - Course Note

    • 8.06 - Guarantor - Quiz

    • 8.07 - Activity - Guarantor
  • 9

    09 - Top 8 Customers - Low Deposit

    • 9.01 - Low Deposit - Part 01

    • 9.02 - Low Deposit - Part 02

    • 9.03 - Low Deposit - Part 03

    • 9.04 - Low Deposit - Course Note

    • 9.06 - Activity - Low Deposit
  • 10

    10 - Top 8 Customers - Low Doc

    • 10.01 - Low Doc - Part 01

    • 10.02 - Low Doc - Part 02

    • 10.03 - Low Doc - Part 03

    • 10.04 - Low Doc - Part 04

    • 10.05 - Low Doc - Course Note

    • 10.07 - Activity - Low Doc
  • 11

    11 - Top 8 Customers - Non Resident

    • 11.01 - Non Resident - Part 01

    • 11.02 - Non Resident - Part 02

    • 11.03 - Non Resident - Part 03

    • 11.04 - Non Resident - Part 04

    • 11.05 - Non Resident - Course Note

    • 11.07 - Activity - Non Resident
  • 12

    12 - Top 8 Customers - Self Employed

    • 12.01 - Self Employed - Part 01

    • 12.02 - Self Employed - Part 02

    • 12.03 - Self Employed - Part 03

    • 12.04 - Self Employed - Part 04

    • 12.05 - Self Employed - Course Note

    • 12.07 - Activity - Self Employed
  • 13

    13 - Top 8 Customers - Unusual Security

    • 13.01 - Unusual Security - Part 01

    • 13.02 - Unusual Security - Part 02

    • 13.03 - Unusual Security - Part 03

    • 13.04 - Unusual Security - Part 04

    • 13.05 - Unusual Security - Course Note

    • 13.07 - Activity - Unusual Security
  • 14

    14 - Top 8 Customers - Waived LMI

    • 14.01 - Waived LMI - Part 01

    • 14.02 - Waived LMI - Part 02

    • 14.03 - Waived LMI - Part 03

    • 14.04 - Waived LMI - Course Note

    • 14.06 - Activity - Waived LMI
  • 15

    15 - Process - Short Application Form

    • 15.01 - Sending SAF

    • 15.02 - Sending the SAF - Course Note

    • 15.03 - Sending SAF - Quiz

    • 15.04 - Follow Up SAF

    • 15.05 - SAF Follow Up - Course Note

    • 15.06 - Receiving SAF

    • 15.07 - Receiving SAF - Course Note

    • 15.08 - Receiving SAF - Quiz

    • 15.09 - Short Application Form - Chapter Training Plan
  • 16

    16 - Four Corners & Credit Square

    • 16.01 - Four Corners & Credit Square - Part 01

    • 16.02 - Four Corners & Credit Square - Part 02

    • 16.03 - Four Corners & Credit Square - Part 03

    • 16.04 - Four Corners & Credit Square - Part 04

    • 16.05 - Four Corners & Credit Square - Part 05

    • 16.06 - Four Corners & Credit Square - Course Note

    • 16.07 - Four Corners & Credit Square - Quiz

    • 16.08 - Four Corners & Credit Square - Chapter Training Plan
  • 17

    17 - Understanding Loan Features

    • 17.01 - Understanding Loan Features - Introduction

    • 17.02 - Fixed Rate

    • 17.03 - Variable Rate

    • 17.04 - Principle & Interest

    • 17.05 - Interest Only

    • 17.06 - Offset Account

    • 17.07 - Basic vs. Professional

    • 17.08 - Construction

    • 17.09 - Understanding Loan Features - Course Note

    • 17.10 - Understanding Loan Features - Quiz

    • 17.11 - Understanding Loan Features - Chapter Training Plan
  • 18

    18 - Preliminary Assessment

    • 18.01 - Preliminary - Introduction

    • 18.02 - Preliminary - Funds Position

    • 18.03 - Preliminary - Product Comparision

    • 18.04 - Preliminary - Generating Preliminary Report

    • 18.05 - Preliminary - Recommendation

    • 18.06 - Preliminary Assessment - Course Note

    • 18.07 - Preliminary Assessment - Quiz

    • 18.08 - Preliminary Assessment - Chapter Training Plan
  • 19

    19 - Loan Checklist [Workflow]

    • 19.01 - Loan Checklist - Part 01

    • 19.02 - Loan Checklist - Part 02

    • 19.03 - Loan Checklist - Part 03

    • 19.04 - Loan Checklist - Course Note

    • 19.05 - Loan Checklist - Quiz

    • 19.06 - Completing Loan Checklist - Chapter Training Plan
  • 20

    20 - Sales

    • 20.01 - Introduction to Sales

    • 20.02 - What does Sales mean to you

    • 20.03 - How - Why - What Customers Buy

    • 20.04 - Simplified Sales Process

    • 20.05 - Engage

    • 20.06 - Persuade

    • 20.12 - Sales Training - Spin - Quiz

    • 20.07 - Propose

    • 20.08 - Close

    • 20.09 - Objections

    • 20.10 - Action Points

    • 20.11 - Sales Training - Course Note

    • 20.13 - Sales Training - Process - Quiz

    • 20.14 - Sales Training - Chapter Training Plan
  • 21

    21 - Compliance

    • 21.01 - Compliance - Short Application Form (SAF)

    • 21.02 - Compliance - SAF - Quiz

    • 21.03 - Compliance - Preliminary Assessment

    • 21.04 - Compliance – Preliminary Assessment - Course Note

    • 21.05 - Compliance - Preliminary Assessment - Quiz

    • 21.06 - Compliance - Loan Checklist

    • 21.07 - Compliance - Loan Checklist

    • 21.08 - Complaince - Loan Checklist - Course Note

    • 21.09 - Compliance - Loan Checklist - Quiz

    • 21.10 - Compliance - Certified Identification

    • 21.11 - Compliance – Certified Identification - Course Note

    • 21.12 - Compliance - ID - Quiz
  • 22

    22 - Register your learning

    • Fill up the record form