LMG Broker Onboarding Pathway
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Customer discovery
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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