Global

Mortgage application, structuring and settlement for New brokers and processors

A ready-made course you customise for your organisation, with a live session deck and two surveys. You only add the 10 details that are specific to your organisation.

See the live deckSee the full outline
Try the coursePreview the survey
Length
40 min
Lessons
6 lessons
Frequency
During the first weeks for new brokers and processors
Last reviewed
21 Oct 2026
Grey areas: when the file does not add up
What would you do?

A customer is slightly below the lender's test

Try it: this is one of 18 interactive activities in the course.

What's included

Three pieces that work together

Copy once, get everything. Learners prepare on their own, you answer questions live, and the surveys tell you what stuck.

Self-paced course

Short lessons with real workplace scenarios, not walls of text.

  • 6 lessons, about 40 minutes
  • Process, scenario, sorting activity, flashcards and quizzes

Live session deck

An AhaSlides presentation to run after the course, in person or online.

  • 10 slides
  • Quiz, word cloud, poll, scale slides
  • A closing slide for your contacts

Two surveys

Find out what landed, and whether people use it on the job.

  • Post-course feedback, about 2 minutes
  • 30-day check-in
  • Anonymous by default
  • Results feed your next refresher

Learning objectives

At the end of this course, learners can

Each objective and the lesson that covers it.

IDObjectiveSourceWhere it's covered
TO 166.0Achieve ≥ 80% on the final assessmentnoneWhole course
SO 166.1Collect and verify application documents and spot inconsistencies + your infoBest practiceWhole course
SO 166.2Read a credit report and score as one input and explain it to a customer + your infoBest practiceWhole course
SO 166.3Carry out a serviceability and living-expense analysis using a stated method + your infoExample: lender serviceability rules in the customer's marketWhole course
SO 166.4Structure, submit and track an application with the right evidence + your infoBest practiceWhole course
SO 166.5Complete settlement and post-settlement checks and record themBest practiceWhole course

Your part: what a template can't do for you

  • Your workplace details: fill in the 10 highlighted fields so the course describes your own policies, contacts and locations.
  • Records: record completion in your own LMS or record system.

Course outline

6 lessons, about 40 minutes

Minutes per lesson are an estimate, shared out by page count.

ContentInteractiveVideoYou customise
1

From enquiry to settlement

3 pages

7 min
Before you beginNoteList
A new fileTextImageChecklist
Evidence firstKey factFlashcardsQuiz
2

Documents and verification

3 pages

7 min
The document packTabsNote
What does each document prove?Matching quizText
Spot the inconsistencySorting activity
3

Credit and serviceability

3 pages

7 min
Reading a credit reportAccordion
Serviceability in four stepsProcessYour infoText
CheckChecklistQuiz
4

Grey areas: when the file does not add up

3 pages

7 min
ScenarioScenario
ScenarioScenarioQuiz
Match and sortMatching quizSorting activity
5

Settlement, speak up and apply

3 pages

7 min
Settlement checksProcessNote
Speaking upProcessYour infoYour infoYour info
ScenarioScenarioQuizButtonYour info
6

Final assessment

2 pages

5 min
PracticeQuiz
CompletionKey factListNoteButtonYour info

Live deck and surveys

10 slides to run live, two surveys to close the loop

Pink slides are interactive. Both surveys are anonymous; pink questions are written for this course.

ContentTitle, agenda, "a file is only as good as its evidence" (speaker notes: template page URL)
Word cloudOne word for a file you can trust
PollWhat causes most rework? (Missing documents · Mismatches · Serviceability · Late conditions)
ContentThe document pack and the four-step serviceability check
QuizA document looks altered. You…" (Stop, record, report ✔ · Ignore it · Correct it · Ask for a copy only)
QuizEvery figure in a submission should be…" (Traceable to a document ✔ · Rounded up · Copied from a previous file · Estimated)
Content · customiseCustomise: our lender checklist and speak-up route" with {{LENDING_POLICY_LINK}}, {{POLICY_LINK}}, {{SPEAK_UP_ROUTE}}
ScaleHow confident are you spotting a document inconsistency?" 1 to 5
Open-ended / Q&AA file I would like to talk through
Content · customiseClosing {{COMPLIANCE_CONTACT}}, {{SURVEY_2_URL}}, {{COURSE_URL}}
Post-course feedback: 11 questions, about 2 min
  1. Overall rating 5 stars
  2. Relevant, realistic, right length, helpful activities agree/disagree grid
  3. What was most useful? multi-select
  4. Confidence before this course, and now 1-5 scale
  5. How confident are you spotting a document inconsistency? 1-5 scale
  6. Which change have you tried in your work? multiple choice
  7. What barrier have you met in trying it? short text
  8. I can raise a concern about a file without fear of blame. 1-5 scale
  9. One thing we should change or add open text
  10. Would you recommend this course? NPS
30-day check-in
  1. Have you used what you learned since the course? multiple choice
  2. How confident are you today? Compare with day 1 1-5 scale
  3. Do you know where to find the lender document checklist? yes / no / not sure
  4. A moment where the training helped, or where you weren't sure open text
  5. Which topics should the next refresher focus on? ranking

Results show whether people use the training on the job, not just whether they finished it.

Make it yours

10 fields to fill in, and you're ready

Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.

  • Compliance contact{{COMPLIANCE_CONTACT}}
  • Policy link{{POLICY_LINK}}
  • Speak up route{{SPEAK_UP_ROUTE}}
  • Jurisdiction and regulator{{JURISDICTION_AND_REGULATOR}}
  • LMS or record system{{LMS_OR_RECORD_SYSTEM}}
  • Lending policy link{{LENDING_POLICY_LINK}}
Show all 10 fields
  • Survey 1 URL{{SURVEY_1_URL}}
  • Survey 2 URL{{SURVEY_2_URL}}
  • Course URL{{COURSE_URL}}
  • Live session URL{{LIVE_SESSION_URL}}

FAQ

Common questions

Can I run mortgage application, structuring and settlement for New brokers and processors training online?

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

How often is this training needed?

During the first weeks for new brokers and processors, and when lender requirements change.

Who needs this training?

Mortgage brokers and loan-processing assistants in their onboarding period; run by the learning or compliance owner.

What records should I keep?

Record completion in your own LMS or record system, so you can show who finished the course and when.

Can I edit the content?

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

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Last reviewed: 21 October 2026Templates are a starting point, not legal advice.

Ready to run it?

Open the live deck to see how the session runs alongside the course and both surveys.

See the live deck