Connective Credit Representatives
60 articles
- BDMs in Broker Businesses
- Fraud
- Obtaining a credit report in China
- The Six C's of Compliance
- Reverse Mortgage - Credit Representative
- Resignation Process - Credit Representative of Connective
- Requesting approval for an own loan application
- Requesting approval for an off-panel lender application
- Referral Agreement
- Privacy Statement and Policy
- Privacy Requirements
- PI and AFCA membership requirements
- Interpreting overseas correspondence and supporting documentation
- Overseas Income Requirements
- Mentoring
- Loan Scenarios: What Compliance Documents do you need?
- Document Retention
- Dispute Resolution Process
- Client Living Expenses
- Connective Compliance Borrowing Calculator - Credit Representatives
- Connective Policy Manual - CCR
- Conflict of Interest
- Conducting non face-to-face client meetings
- Asset Finance – responsible lending and compliance requirements
- Annual training requirements for Credit Representatives
- ApplyOnline compliance documents – Supporting Docs tab
- Bank Statement Technology Policy for Connective Credit Representatives
- Variations to existing loan contracts
- Responsible Lending and Compliance Requirements
- Responsible Lending: Credit Guide
- Responsible Lending: Quote
- Responsible Lending: Needs Analysis
- Responsible Lending: Preliminary Assessment
- Responsible Lending: Compliance Calculators
- Error when trying to generate the Preliminary Assessment
- Responsible Lending: Summary of Requirements and Credit Proposal Document
- Streamlined and simplified refinances
- Corporate v Individual CR number - which to use when
- Compliments and Concerns
- Advertising Requirements: Social Media
- Advertising Requirements: Websites
- Advertising Requirements: Outdoor signage and vehicles
- Advertising Requirements: Newspaper advertisements, marketing flyers and brochures
- Advertising Requirements: Lender logos on your website
- Advertising Requirements: Email signature
- Advertising Requirements: Complimentary products
- Advertising requirements – common advertising errors
- Advertising Requirements: Competition campaigns
- Advertising Requirements: Company Letterhead
- Advertising Requirements: Advertising Interest Rates or Loan Repayments
- Advertising Requirements: Business cards
- Advertising Requirements: ASIC Guidelines to Advertising Terminology and Disclaimers