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Free course template · Global

Mortgage application, structuring and settlement for New brokers and processors

A ready-made course, live deck and two surveys for mortgage brokers and loan-processing assistants. AhaSlides tracks progress, completion and scores for you. 40 minutes, 6 lessons. Last reviewed 21 October 2026; not legal advice.

By Dave Bui

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Mortgage application, structuring and settlement for New brokers and processors: try 3 questions

Three questions from this course. Pick an answer, then see why.

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Three pieces that work together

Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 10 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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The Mortgage application, structuring and settlement for New brokers and processors course as a learner first sees it

Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's answers to the quizzes and activities in the course.

  • What landed

    Survey results show what people took away, and the 30-day check-in shows whether they use it.

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6 lessons, about 40 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: From enquiry to settlement · 7 min

    Before you begin · A new file · Evidence first

  • Lesson 2: Documents and verification · 7 min

    The document pack · What does each document prove? · Spot the inconsistency

  • Lesson 3: Credit and serviceability · 7 min

    Reading a credit report · Serviceability in four steps · Check

  • Lesson 4: Grey areas: when the file does not add up · 7 min

    Scenario · Scenario · Match and sort

  • Lesson 5: Settlement, speak up and apply · 7 min

    Settlement checks · Speaking up · Scenario

  • Lesson 6: Final assessment · 5 min

    Practice · Completion

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Often taught together

Courses teams often run alongside this one.

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Common questions

Yes. The course, the live deck and both surveys are free. Claiming the template into your AhaSlides account is free too.

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

During the first weeks for new brokers and processors, and when lender requirements change.

Mortgage brokers and loan-processing assistants in their onboarding period; run by the learning or compliance owner.

Record completion in your own LMS or record system, so you can show who finished the course and when.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Your own details, each highlighted inside the course:
  • Compliance contact
  • Policy link
  • Speak up route
  • Jurisdiction and regulator
  • LMS or record system
  • Lending policy link
  • Course URL
  • Live session URL
Then edit anything else you like: wording, scenarios, your logo.
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Ready to run it?

Free. Copy the course, live deck and both surveys into your AhaSlides account in one click.

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