LMG Broker Onboarding Pathway
Exit Course
Customer Care
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 22 lessons complete (0%)
Introduction
Introduction to a brokerage
Getting started on MyCRM
Introduction to compliance requirements
Introduction to cyber security
4 lessons
Discovery
Customer discovery
Capture customer objectives
Inquiries and verification
Credit reports
4 lessons
Research and Recommendation
Best interest duty research
Make a recommendation
Finalise an application
3 lessons
Saving time
Customer Care
Pipeline Management
Manage your tasks
Manage your workflow
4 lessons
Keeping Safe
Protecting your data
Customer records
Fraud
Referral relationships
Customer complaints
Legislative changes
Completion
7 lessons