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Commercial Broker Program

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?

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Mr Mentor offer industry leading Mentoring at a competitive cost.

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  • Total Cost – $4,257 including GST
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  • Sign Up Fee – $1,100 including GST
  • Monthly Mentoring Fee – $605 including GST
  • Total Cost over 6 months – $4,730 including GST
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 Next courses scheduled and open for enrolment

1
An introduction to Commercial Lending
Wednesday, 6 Mar, 2024
10:30am - 12:30pm AEST
2
Understanding the business Fact finding, business cycles
Wednesday, 13 Mar, 2024
10:30am - 12:30pm AEST
3
Financials
Wednesday, 20 Mar, 2024
10:30am - 12:30pm AEST
4
Security types
Wednesday, 27 Mar, 2024
10:30am - 12:30pm AEST
5
Property Finance
Wednesday, 3 Apr, 2024
10:30am - 12:30pm AEST
6
Specialist Property Finance SMSF and private lending
Wednesday, 10 Apr, 2024
10:30am - 12:30pm AEST
7
Property Development
Wednesday, 17 Apr, 2024
10:30am - 12:30pm AEST
8
Asset Finance
Wednesday, 24 Apr, 2024
10:30am - 12:30pm AEST
9
Working Capital
Wednesday, 1 May, 2024
10:30am - 12:30pm AEST
10
Business acquisition
Wednesday, 8 May, 2024
10:30am - 12:30pm AEST
11
Specialist segments
Wednesday, 15 May, 2024
10:30am - 12:30pm AEST
12
Marketing
Wednesday, 22 May, 2024
10:30am - 12:30pm AEST