Lead to lodgement pathway
Exit Course
Write loan notes
You don’t have access to this lesson
Please register or sign in to access the course content.
Take course
Sign in
Previous
Next
0 of 12 lessons complete (0%)
Setting up a lead
Setting up the lead
Creating the deal
Requesting Customer Information
3 lessons
Customer and document verification
Saving and re-naming documents using a naming convention
Validating customer details
Validating customer assets
Validating customer liabilities
4 lessons
Goal Setter
Complete the Goal Setter
1 lesson
Application Preparation
Complete loan tools
Complete the Game Plan
Write loan notes
Prepare to submit to AOL
4 lessons