C.21 Compliance - Advice Comments
Broker Tools - Advice Comments It is the role as a responsible lending broker is understand what your clients wants and needs and then...
C.22 Compliance - Forseeable Changes
Broker Tools - Foreseeable Changes It is the role as a responsible lending broker to understand the clients current and future cashflow....
C.23 Compliance - Verification
Broker Tools - Verifications How, Where and When did you interview the client. You need to be able to find out this information quickly...
C.24 Compliance - Conflict of Interest
Broker Tools - Conflict of Interest Credit licensees must ensure their customers are not disadvantaged by any conflicts of interest. The...
C.26 Compliance - Preliminary Assessment
Preliminary Assessment The Preliminary or Written Assessment must be created within 90 days of the credit being completed. However...
C.27 Compliance - Statement of Credit Assistance (SOCA)
Statement of Credit Assistance (SOCA) The Statement of Credit Assistance has replaced the need for 5 documents 1. Credit Proposal 2....
C.28 Compliance - Broker's Notes
Broker's Notes Broker's Notes are a Premium Broker template that has been designed to help brokers get the loan approved. It is NOT a...