Module SDM01
Supporting Documents Mastery
Collect, organise and review supporting documents so a file reaches the lender complete and submission-ready.
A file bounces when its supporting documents are incomplete, in the wrong format, or never properly checked. This session covers the full range of supporting documents, how to collect and organise them, and how to review them for accuracy before submission. It is the difference between a file that moves and one that stalls.
What you will be able to do
- ✓ Recognise the supporting documents a file needs
- ✓ Collect each document in the right format from the client
- ✓ Spot the nuances and errors that trigger rework
- ✓ Assemble a submission-ready document set
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.
- Admin Loan Processor 5 modules
- Loan Processor 8 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