Loan submission notes

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Duration: 20 minutes

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CPD Points: 0.33

Course Description

In this course, you will learn how to prepare and what to include in your loan submission notes (also known as ‘broker notes’) before applying to the lender. The lender uses loan submission notes to provide them with the context required to make an informed decision when assessing an application. By completing this course, you will also gain access to a template to assist you with building your notes.

Course Requirements

This course is recommended for roles writing notes to accompany a loan submission.

What you will learn in this course.

Loan submission notes

Duration

Disclaimer: This training course was prepared by Loan Market Group Pty Limited. It was prepared based on the information available as at 28th November 2023. References to third parties in the training course are not indication of endorsement or approval of those third parties. The training course is for education and personal development purposes, and is not professional advice. While Loan Market Group has used reasonable efforts to ensure that this training course is accurate and up to date, to the extent permitted by law, we make no warranty or representation as to its accuracy, currency or completeness. Before relying on any information discussed in this training course, you must independently verify the currency and accuracy of the information and its relevance.

Loan submission notes