Upskill your Loan Processor into credit-ready support
Upskill your existing offshore team member to prepare credit-ready loan submissions, identify risk early, and support brokers with stronger, policy-aligned files.
Built for mortgage broking businesses that want to improve file quality, reduce rework, and scale without increasing broker bottlenecks.
Course Overview
What Makes This Course Different
Credit - first design
Structured credit walkthroughs
Real-world credit cases
Hands-on credit analysis practice
Ongoing coaching and feedback
This course does not replace professional judgement.
It strengthens it by ensuring the foundational analysis and preparation are completed accurately before the file progresses to the adviser, broker, or lender.
Course Overview
Credit Analysis Course
A structured, part-time training program designed to elevate experienced Loan Processing team members into capable Credit Analysts.
Your team member will learn how to:
Lender Policy Interpretation
Early Risk Identification
Income Analysis (PAYG & Self-Employed)
Bank Statement & Evidence Review
Scenario Structuring
Credit-Ready Submissions
Training is practical, guided, and reviewed, not theoretical or self-taught.
4
months part-time
What Makes This Course Different
- Credit-first design
- Real lender policy interpretation
- Real-world file and scenario analysis
- Hands-on credit assessment practice
- Ongoing coaching and feedback
Learning Outcomes
Course Aims & Learning Outcomes
By the end of the course, your team member will be able to:
Learning Outcomes
- Assess borrower risk and identify credit issues early in the file
- Verify and interpret PAYG and self-employed income documentation
- Match loan scenarios to appropriate lenders and policy conditions
- Write structured, credit-ready submissions and escalation notes
- Support brokers in pre-submission decision-making
- Contribute to file quality control and consistency
What’s Included in the Training
- Credit structuring principles and submission logic
- Credit report interpretation and risk profiling
- Lender servicing calculators, policy buffers, and exceptions
- Scenario walkthroughs including high DTI and complex cases
- Drafting submission notes with clear rationale and mitigants
- Real-world credit cases and memo development
- Ongoing coaching using live-file style scenarios
Delivery Method & Duration
- Part-time program designed to run alongside day-to-day work
- Approx. 160 hours total training delivered over the program duration
- Self-guided learning with trainer support
- Weekly virtual sessions for guidance and clarification
- Hands-on credit analysis using real-world scenarios
Investment
Course Investment
By the end of the course, your team member will be able to:
Investment
$450 per month for 4 months
2026 Introductory Price
Includes:
- All training sessions
- Learning materials
- Scenario Library
Pre-requisite:
This course is available to staff members with at least 6 months of industry experience.
Designed for firms investing in credit capability, not quick fixes.