All Connective Members
- Preparing your business for Mandatory Breach Reporting obligations
- Conducting non-face to face client meetings, verifying identity and virtual signatures - COVID 19
- Credit Reporting & the introduction of CCR (Comprehensive Credit Reporting)
- Lender Clawbacks and Internal Refinances
- The Hawking Prohibitions
- Internal Dispute Resolution
- Design and Distribution Obligations
- Reference Checking Protocol- Consent wording
- Reference Checking Protocol
- Privacy: Respecting and Protecting your customer's information
- Customer notification of Mandatory Breaches
- Overview of Mandatory Breach Reporting
- Verification Actions (Supporting Documents)
- Calculator Actions
- Preliminary Assessment Actions
- Best Interests Duty (BID) Actions
- Credit Quote and Needs Analysis Actions
- Summary of Requirements and Credit Proposal Disclosure (SoRCP) Actions
- Your guide to using off panel lenders for asset finance
- Your guide to using off panel lenders
- Are you considering an off-panel lender?
- CIF Reform 6 - Information sharing
- Outsourcing Obligations
- Guarantee Lending
- AFG and Connective merger
- Admin vs Credit Activities – are your staff crossing the line?
- Residential home lending activity of Connective mortgage brokers
- Combined Industry Forum (CIF) - Broker Reporting
- Living Expense Assessments and Interview Questions made easy
- Talking through living expenses with Dan & Erminia