This assessment requires the completion of case studies and questions related to communication, negotiation, and relationship management skills for the FNS50315 Diploma of Finance and Mortgage Broking Management course under the subject FNSCUS501 Develop and nurture relationships with clients, other professionals and third party referrers.

Complete the FNSCUS501 Develop Relationships with Clients Assessment by reviewing case studies and answering questions on communication, negotiation, and relationship management skills.

FNSCUS501 Develop Relationships with Clients Assessment

This content discusses the importance of developing and nurturing relationships with clients in the mortgage broker industry. It explores the role of communication, negotiation, and relationship management skills in achieving long-term success. It also addresses the need to address goals, policies, and procedures within the mortgage broker's organization and adapt to the cultural needs of clients.

Develop and Nurture Relationships with Clients

Finance

Professional Development

Design and Creativity

Political Science

End Of Chapter Questions Assignment

Trainee Complaints Officer is required to review a complaint and the subsequent actions arising from it. The assessment involves reviewing a case study, assessing the complaint handling process, and suggesting effective communication skills to build rapport with clients.

FNSFMB402 Client Needs Assessment 2 - Performance

This assessment covers loan application process for finance or mortgage broking clients. It includes case study, report and written test. The case study involves preparing a loan file from initial contact with the clients to preparing the loan application for lodgement with the client’s lender of choice, through to settlement. The report should indicate the choice of loan product for the client and the information about the loan product that was presented to them. The assessment is conducted by AAMC Training Group.

Hartpury University and Hartpury College

Loan Application Process Assessment - AAMC Training Group

Loan Application Process PDF

This document is the Business Management Skills Written Assignment for DIPMB3_AS_v2. It covers the case study of Capital City Finance and Mortgage Brokers (CCF & MB) and tasks related to business management skills. The document provides instructions for completing and submitting the assignment, along with information about the study plan, word count, additional research, and grading process. The assignment assesses the competency of the students in identifying risk, growing the practice, managing people performance, showing leadership, and assessing risks. The document also includes profiles of the CCF & MB team, their panelled lenders, and their vision, mission, and values.

FNSCUS501 Develop Relationships with Clients Assessment

End of preview

Develop and Nurture Relationships with Clients

End Of Chapter Questions Assignment

FNSFMB402 Client Needs Assessment 2 - Performance

Loan Application Process Assessment - AAMC Training Group

Loan Application Process PDF

Business Management Skills Written Assignment | DIPMB3_AS_v2

FNSCUS501 Develop Relationships with Clients Assessment

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Develop and Nurture Relationships with Clientslg...

End Of Chapter Questions Assignmentlg...

FNSFMB402 Client Needs Assessment 2 - Performancelg...

Loan Application Process Assessment - AAMC Training Grouplg...

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Business Management Skills Written Assignment | DIPMB3_AS_v2lg...

Develop and Nurture Relationships with Clients

End Of Chapter Questions Assignment

FNSFMB402 Client Needs Assessment 2 - Performance

Loan Application Process Assessment - AAMC Training Group

Loan Application Process PDF

Business Management Skills Written Assignment | DIPMB3_AS_v2