Assessor Resource
FNSFMB401A
Prepare loan application on behalf of finance or mortgage broking clients
Assessment tool
Version 1.0
Issue Date: May 2024
This unit applies to job roles evaluating loan applications in the finance and mortgage broking industries.
This unit describes the performance outcomes, skills and knowledge required to prepare a client loan application to a relevant lender and present and process the loan using appropriate channels. Assistance with loan settlement may also apply.
This unit may apply to job roles subject to licensing, legislative, regulatory or certification requirements so Commonwealth, State or Territory requirements should be confirmed with the relevant body.
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)