This course focuses on how to structure loan applications to meet lender requirements while supporting the borrower’s goals. Learners will build skills in selecting suitable products, recommending alternatives, and writing clear, policy-aligned credit notes. Emphasis is placed on presenting strong credit narratives that highlight strengths, address risks, and improve the likelihood of approval.
This course focuses on how to structure loan applications to meet lender requirements while supporting the borrower’s goals. Learners will build skills in selecting suitable products, recommending alternatives, and writing clear, policy-aligned credit notes. Emphasis is placed on presenting strong credit narratives that highlight strengths, address risks, and improve the likelihood of approval.
This module introduces learners to the core responsibilities, mindset, and impact of the credit analyst role within the mortgage broking environment. It establishes a clear distinction between what credit analysts do, how they support both clients and brokers, and why this role is essential in achieving sound lending outcomes and efficient workflows.
This course equips learners with the essential skills to assess borrower risk within the Australian mortgage lending context. It explores how credit analysts identify red flags, interpret borrower documentation, and apply lender policies to determine loan suitability. Through practical scenarios and policy-based analysis, learners develop the judgment needed to mitigate risks and structure responsible, supportable deals.
This course builds a strong foundation in residential lending products, credit policy, and loan structuring. Learners will gain the skills to assess product suitability, interpret lender guidelines, and identify red flags that may affect approval. Through real-world case studies, the course trains analysts to structure applications that align with both borrower needs and lender appetite.
This course trains credit analysts to accurately verify income sources and assess supporting documentation across a range of employment types. Learners will develop the skills to identify inconsistencies, apply lender policy to complex income streams, and validate financial documents such as payslips, tax returns, and bank statements. The focus is on building confidence in document interpretation to ensure reliable, policy-aligned serviceability assessments.
This course equips learners with the skills and confidence to design, execute, and manage effective social media marketing strategies across leading platforms. Combining practical, data-driven insights with ethical and creative approaches, participants will learn to build brand visibility, foster engagement, manage risk, and measure success. The course covers top-performing channels, content planning, advertising strategies, and professional conduct for long-term online success.
This module builds on foundational bookkeeping and reconciliation skills by teaching team members how to manage end-to-end Accounts Payable (AP) and Accounts Receivable (AR) processes using Xero.
Bank reconciliation in Xero is one of the most important daily/weekly tasks for Virtual Assistants and bookkeepers. It ensures that the bank account records in Xero match the actual bank statements. This process helps detect errors, missing entries, or fraudulent transactions, while also maintaining compliance with ATO requirements.
This topic introduces trainees to the Xero platform interface and the essential tools they will use on a daily basis as Virtual Assistants providing bookkeeping support. The goal is to build confidence in navigating the system, understanding how data flows through Xero (via bank feeds, contacts, invoices, and bills), and preparing them for more complex reconciliation and reporting tasks. A solid grasp of navigation ensures efficiency, reduces errors, and builds a strong foundation for all subsequent bookkeeping activities.
This course provides participants with the knowledge and skills to successfully plan, coordinate, and deliver virtual events. It covers event strategy, content design, logistics, promotion, live event support, and post-event evaluation. Whether you’re in operations, administration, client support, or management, this course equips you with the tools to make virtual events professional, engaging, and impactful.
This course equips admin support staff with the essential skills to manage data accurately, work efficiently in spreadsheets, and produce clear, simple reports. Through real-world examples and hands-on exercises, learners will master proven techniques for accurate data entry, formatting, sorting, basic formulas, and light reporting. By the end of this course, participants will be able to maintain data integrity, streamline workflows, and confidently support business decision-making.
This course is designed to equip professionals with the essential skills to produce clear, concise,and impactful business communications across three key formats: emails,meeting notes, andreports. Participants will learn to tailor their writing style and tone to suit different audiencesand purposes, ensuring their messages are always professional, effective, and well-received.
