Module SERV01
Servicing
Complete servicing in Quickli and lender calculators, and work the adjustments when a deal will not service.
Servicing is where a deal is won or lost, and it rarely runs clean the first time. This session covers how to complete servicing using Quickli and lender-specific calculators, what to watch for, and the options available when servicing does not come out positive. It also covers how lender policy and assessment-rate differences change the result.
What you will be able to do
- ✓ Complete servicing in Quickli and lender calculators
- ✓ Read where a servicing shortfall is coming from
- ✓ Work the adjustments when a deal will not service
- ✓ Account for lender policy and assessment-rate variations
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 module is included in these course tracks, or you can take it on its own.
- Mortgage Broker & Broker Support 6 modules
- Loan Packager & Credit 12 modules
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