MORTGAGE ADVISOR'S PRACTICAL TRAINING CERTIFICATE - MAPT Cert.

(Practical Tutorials)

The Mortgage Advisor's Practical Training Certificate (MAPT Cert.) is an in-house technically designed practical compliance tutorials to support the full CeMAP qualifications. The MAPT practical training will equip candidates’ competency practical status and FSA compliance required by employers.

Crystal Blend Training Academy (CBTA) has transformed the main compliance issues into a practical course which will enable student to stay legal within the FSA regulations while completing mortgage applications for clients. 

THE TUTORIALS COMPRISE THE FOLLOWINGS:

• Salesmanship
• Writing suitability letters
• Trigold Software Training
• Compliance (FSA)
• Effective presentations
• Customer Services
• Sales - what is legal/illegal
• Advised Sales
• Documentation – key facts, illustration, etc
• Lenders Requirements 
• Handling Complaints
• Data Protection
• Records Keeping and Handling
• Avoiding Fraud
• New FSA Regulations
• Case studies
• Compliance

IDD, Term of Business Letter, and Fact Finding application of potential customer.

Finding appropriate Mortgage product for the customer and explain them about the nature of the product.

Credit search referral, preparing the documents checklist, verifying the Money Laundering documents.

Assisting in Mortgage administration and close the Mortgage.

THE DIPLOMA TRAINING COURSE CONTENT
Duration of the practical course: (3 Sessions Only)

Session 1 (1 x Saturdays)

Course Content

Salesmanship – how to sell, know your customer
Advised Sales – use of selection systems
Effective presentations and warm leads hot desks
Need analysis and prioritizations Sales within the industry regulations and compliance
Advised Sales – use of selection systems

Session 2 (1 x Saturdays)

Course Content

Production of Required Documentation – key facts, illustration etc.
Meeting Lenders Requirements – applications, credit checks, valuations etc.
Special deals and how to present your client case
Staying Legal – Complaints, Data Protection
Legal handlings and recording of documents
Avoiding Fraud(s) – required review of documents, money laundering etc.

Session 3 (1 x Sunday) – Intensive Case Studies                                                                                  
This is a practical play role session covering a variety of mortgage types which will require each student to search for appropriate products, completing application form/documentations, and complete all other processes including various relevant insurance policies including:

• New FSA Regulations
• Case studies
• Compliance
• Trigold Software Training and its effective usage
• Compliance (FSA)
• Effective presentations