Shortlisting the top 5

After completing your lender research, funding and servicing calculators, you will be ready to shortlist the top five lending products most suitable for your customers to present to them in a product comparison. Whilst you must consider all 60+ lenders on your panel, sending thousands of lender products would just confuse your customer! The lenders […]

Lesson tags: Broker Support Officer, loan processor, New Broker, Other Financial Professional or Lender