Our commercial program is designed to be skill building, and boost your confidence and outcomes in the industry.
Each module enables the broker to begin to position themselves as an expert and begin their journey as a successful commercial broker.
Our commercial experts are here to guide you through the course.
Benefits
Our Experienced Trainers:
- Are successful mortgage brokers
- Have commercial loan books
- Understand the nuances of commercial broking
- Are skilled at mentoring commercial brokers
- Know how to be professional and eager to help brokers diversify
- Know how to communicate with all stakeholders
The Program:
- Offers scenario support on fortnightly CPD calls.
- Is delivered electronically and is interactive
- Is designed to deliver practical and measurable outcomes
- Offers access to hundreds of up-to-date tools, templates and documents
- Offers help with scenarios, submissions, product selection, policy and calculations
- Offers Q&A sessions in class
- Provides access to fortnightly CPD sessions, these sessions are recognised by MFAA and FBAA
Course Overview
Module 1 – An introduction to Commercial Lending
Business structures, differences with resi lending, NCCP, product overview and mandate fees
Module 2 – Understanding the business
Fact finding, business cycles
Module 3 – Financials
Overview of financial analysis and key ratios, aged debtors/creditors, cashflow v profit & loss, serviceability
Module 4 – Security types
Freehold, going concern, leasehold, PPSA security- GSA, PMSI , directors guarantees
Module 5 – Property Finance
Owner occupier & Investment lending, – workshopping
Module 6 – Specialist Property Finance
SMSF and private lending
Module 7 – Development Finance
Feasibility study, structuring deals, typical lender parameters, workshopping
Module 8 – Asset Finance
Product options, how to write and structure deals, BID/NCCP, accreditations
Module 9 – Working Capital
The working capital cycle, Overdraft, Fintech, Invoice Finance, Trade finance options
Module 10 – Business acquisition
Start-up funding, business purchases/restructuring – credit submissions
Module 11 – Specialist segments
Healthcare, professionals, education, transactional banking & FX services, performance/rent guarantees
Module 12 – Marketing
How to now position and market yourself as a Finance Broker, getting accreditations, identifying opportunities from financials, spreading the word, building your network
Ready to enquire?
Mr Mentor offer industry leading Mentoring at a competitive cost.
Save 10%
- Total Cost – $4,257 including GST
- Sign Up Fee – $1,100 including GST
- Monthly Mentoring Fee – $605 including GST
- Total Cost over 6 months – $4,730 including GST
Next courses scheduled and open for enrolment
1
An introduction to Commercial Lending
Wednesday, 5th June, 2024
11.00am - 1:00pm AEST
2
Understanding the business Fact finding, business cycles
Wednesday, 12th June, 2024
11.00am - 1:00pm AEST
3
Financials
Wednesday, 19th June, 2024
11.00am - 1:00pm AEST
4
Security types
Wednesday, 26th June, 2024
11.00am - 1:00pm AEST
5
Commercial Property Finance
Wednesday, 3rd July, 2024
11.00am - 1:00pm AEST
6
Specialist Property Finance SMSF and private lending
Wednesday, 10th July, 2024
11.00am - 1:00pm AEST
7
Property Development
Wednesday, 17th July, 2024
11.00am - 1:00pm AEST
8
Asset Finance
Wednesday, 24th July, 2024
11.00am - 1:00pm AEST
9
Working Capital
Wednesday, 31st July, 2024
11.00am - 1:00pm AEST
10
Business acquisition
Wednesday, 7th August, 2024
11.00am - 1:00pm AEST
11
Specialist segments
Wednesday, 14th August, 2024
11.00am - 1:00pm AEST
12
Marketing
Wednesday, 21st August, 2024
11.00am - 1:00pm AEST