Module AOL01
ApplyOnline Masterclass
Work ApplyOnline with confidence: load an application from scratch, clear the red x's, and clone or edit for resubmission.
ApplyOnline is where a processor spends much of their day, and small habits there cost hours. This session builds real proficiency: loading an application from scratch, understanding how each section affects the Loan Summary, and resolving the errors that hold a submission up. It also covers uploading and verifying documents, and cloning or editing applications for resubmissions and additional applications.
What you will be able to do
- ✓ Load an application into ApplyOnline from scratch
- ✓ Understand how each section affects the Loan Summary
- ✓ Diagnose servicing fails when the manual calculator passes
- ✓ Upload and verify supporting documents
- ✓ Clone and edit applications for resubmission
Format
- ✓ One live session of two hours, on Zoom, camera on
- ✓ A small group, so there is room for real questions on real files
- ✓ 2 CPD points for brokers, recognised by MFAA and FBAA
- ✓ A free re-sit for six months if you want to revisit it
Part of these tracks
This is a standalone module. It is not part of a course track, so take it on its own whenever you need it. See the full module library or the course tracks.
In their own words
What past students say
“The result since we completed the training has been improved – we’re getting one to 2 touch formal approvals now, our servicing calculators are now more accurate…This training is not just for brokers who have been in the industry for a long time but also for brand-new brokers or support staff. The knowledge that Amanda imparted and the way she delivered the content was impeccable. We were very impressed.”
Tegan Saleh Operations Manager @ Complete Finance Management “I completed the [Self Employed] training with Amanda and I feel like it’s filled all those gaps…I found the training covered all those little niches and gave a very good general broad overview of everything you need to know. Feeling very confident to write an application after the training.”
Lawson Puho Mortgage Broker