Professional Diploma of Mortgage and Lending Broker
What you'll learn
- In that introductional course we will speak about launching of brokering business, about banking pricing, about banking business model
- Mortgage Brokering
- Lending Brokering
- Loan Broking and Brokerage
- Business Model of the bank and how to build partnership
- Introduction of banking pricing
Requirements
- For a better learning experience, we suggest you to use a laptop / mobile phone / pen and paper for taking notes, highlighting important points, and making summaries to reinforce your learning.
Description
Welcome to course: Professional Diploma of Mortgage and Lending Broker by MTF Institute
In that introductional course we will speak about launching of brokering business, about banking pricing, about banking business model and how you may build the partnership with bank. Based on your feedback we will extend that course.
Course provided by MTF Institute of Management, Technology and Finance
MTF is the global educational and research institute with HQ at Lisbon, Portugal, focused on business & professional hybrid (on-campus and online) education at areas: Business & Administration, Science & Technology, Banking & Finance.
MTF R&D center focused on research activities at areas: Artificial Intelligence, Machine Learning, Data Science, Big Data, WEB3, Blockchain, Cryptocurrency & Digital Assets, Metaverses, Digital Transformation, Fintech, Electronic Commerce, Internet of Things.
MTF is the official partner of: IBM, Intel, Microsoft, member of the Portuguese Chamber of Commerce and Industry.
MTF is present in 208 countries and has been chosen by more than 400 000 students.
Role of Mortgage and Lending Brokers
Intermediary: Brokers act as the bridge between individuals/businesses seeking loans and the financial institutions that provide them.
Consultants and Educators: Brokers guide clients through the complicated world of mortgages and loans, explaining different options and their suitability.
Advocates: Brokers work to secure the best possible interest rates and terms for their clients, often negotiating on their behalf.
Typical Functions
Assessing Client Needs: Brokers analyze a borrower's financial situation, goals, and credit history.
Finding Suitable Lenders: They tap into their network of lenders to match the borrower with institutions that fit their profile.
Comparing Options: Brokers present a range of loan products, explaining interest rates, terms, and fees of each.
Application Assistance: They help clients gather paperwork and complete the loan application process.
Underwriting Support: Brokers often act as liaisons between borrowers and lenders during the underwriting (approval) phase.
Why Launching a Business in Broking is a Great Idea
Strong Market Demand: The mortgage and lending market is complex and constantly evolving, leading to a high need for expert guidance.
Entrepreneurial Flexibility: Brokers enjoy the independence of running their own business, setting their hours, and building their clientele.
Income Potential: Earning is commission-based, creating a strong link between your effort and financial success.
Rewarding Work: Brokers play a crucial role in helping people achieve major goals like homeownership or business expansion.
Who this course is for:
- No special requirements. Course for any who want to build a career in mortgage and lending brokering
- In that introductional course we will speak about launching of brokering business, about banking pricing, about banking business model and how you may build the partnership with bank. Based on your feedback we will extend that course.
- Role of Mortgage and Lending Brokers Intermediary: Brokers act as the bridge between individuals/businesses seeking loans and the financial institutions that provide them. Consultants and Educators: Brokers guide clients through the complicated world of mortgages and loans, explaining different options and their suitability. Advocates: Brokers work to secure the best possible interest rates and terms for their clients, often negotiating on their behalf.
- Typical Functions Assessing Client Needs: Brokers analyze a borrower's financial situation, goals, and credit history. Finding Suitable Lenders: They tap into their network of lenders to match the borrower with institutions that fit their profile. Comparing Options: Brokers present a range of loan products, explaining interest rates, terms, and fees of each. Application Assistance: They help clients gather paperwork and complete the loan application process. Underwriting Support: Brokers often act as liaisons between borrowers and lenders during the underwriting (approval) phase.
- Why Launching a Business in Broking is a Great Idea Strong Market Demand: The mortgage and lending market is complex and constantly evolving, leading to a high need for expert guidance. Entrepreneurial Flexibility: Brokers enjoy the independence of running their own business, setting their hours, and building their clientele. Income Potential: Earning is commission-based, creating a strong link between your effort and financial success. Rewarding Work: Brokers play a crucial role in helping people achieve major goals like homeownership or business expansion.
Instructor
MTF Institute of Management, Technology & Finance
MTF is the global educational and research institute with HQ at Lisbon, Portugal, focused on business & professional hybrid (on-campus and online) education at areas: Business & Administration, Science & Technology, Banking & Finance.
MTF R&D center focused on research activities at areas: Artificial Intelligence, Machine Learning, Data Science, Big Data, WEB3, Blockchain, Cryptocurrency & Digital Assets, Metaverses, Digital Transformation, Fintech, Electronic Commerce, Internet of Things.
MTF is the official partner of: IBM, Intel, Microsoft, member of the Portuguese Chamber of Commerce and Industry.
MTF is present in 210 countries and has been chosen by more than 510 000 students.
The Institute of Management, Technology and Finance (MTF), an organisation dedicated to providing practical and cutting-edge education in the fields of business, technology, and finance. Our institute has a history that began in 2021 as The Retail Banking School, focused on addressing the practical and modern challenges of the retail banking industry, finance, and fintech. However, recognizing the evolving needs of the business world, we underwent a transformative redevelopment in 2023, becoming the Institute of Management, Technology and Finance. This redevelopment enabled us to expand our focus and cater to the growing demand for expertise in IT, technology areas, business, and entrepreneurship.
Our Motto: Scientia et Pratique. At MTF, we pride ourselves on our strong commitment to practical business knowledge. We understand that success in the modern professional landscape requires not only theoretical understanding but also the ability to apply that knowledge in real-world scenarios. Our curriculum is designed to empower our students with the necessary skills, tools, and mindset to excel in their chosen fields. Through hands-on projects, case studies, and experiential learning, we ensure that our students gain the practical expertise needed to thrive in today's dynamic business environment.
We believe in fostering the growth and development of our students on multiple levels. Beyond imparting technical knowledge, we place great emphasis on nurturing a growth mindset, enabling our students to embrace challenges, adapt to changes, and continuously evolve in their careers. We support the development of our students' skillset by providing access to state-of-the-art resources, cutting-edge technologies, and industry-relevant tools. By doing so, we prepare our students to become agile professionals capable of navigating the complexities of the business world.
At MTF, our mission is to provide valuable knowledge that supports the building of successful careers and businesses. We are dedicated to equipping our students with the skills, insights, and practical know-how they need to make a positive impact in their professional endeavors. We strive to foster a learning environment that promotes innovation, creativity, and ethical decision-making. Our values revolve around excellence, integrity, collaboration, and a student-centric approach. We are committed to empowering our students to become industry leaders and change-makers.
We understand that learning is a lifelong journey, and we recognize the importance of continuous professional development. The business landscape is ever-evolving, and staying ahead requires a commitment to learning and staying updated with the latest trends and advancements. As an institute, we are dedicated to being a provider of valuable knowledge and skills that can help professionals thrive in their respective industries. Through our rigorous curriculum, ongoing research, and partnerships with industry leaders, we strive to ensure that our students receive the highest quality education that prepares them for the challenges and opportunities of the future.
Join us at the Institute of Management, Technology and Finance and embark on a transformative educational journey. Discover your potential, unlock new opportunities, and become a catalyst for change in the dynamic world of business, technology, and finance.
MTF in numbers:
> 2 700 000 students of all programs
> 510 000 unique students
digital presence at 210 countries
our students speak at English & 67 other languages