Financial Services
Mortgage Broking & Lending skills assessment
Brokers and lending staff help people buy homes. This scorecard covers fact-finding, product knowledge, serviceability, compliance and client communication.
- 12 skills to score
- 1–10 scale on every skill
- 6 starting levels
The 12 Mortgage Broking & Lending skills you can score
These are the default Mortgage Broking & Lending skills in SkillScorer. Each one is scored from 1 to 10 for every team member, and you can edit, remove or add skills at any time.
Client Fact-Find and Needs Analysis
Gathers full, accurate information about goals and finances.
Loan Product Knowledge
Understands lender products, features and policies.
Serviceability and Credit Assessment
Assesses borrowing capacity and credit risk correctly.
Application Preparation
Prepares complete, accurate applications with supporting documents.
Responsible Lending Compliance
Meets responsible lending and best interests obligations.
Lender Relationship Management
Works productively with credit assessors.
Client Communication
Explains costs, timelines and risks clearly.
Settlement Coordination
Coordinates settlement with lenders, solicitors and clients.
Referral Partner Management
Builds relationships with agents and planners.
CRM and Systems Use
Uses CRM and aggregator systems accurately.
Objection Handling
Handles client concerns about rates, fees and lenders.
Ethical Conduct
Acts in the client's best interests and meets responsible lending rules.
Levels included with Mortgage Broking & Lending
Mortgage Broking & Lending starts with 6 levels, which SkillScorer calls “Seniority Level” for financial services, so team members can be grouped and compared fairly. Rename, reorder or replace them at any time.
- Trainee
- Associate
- Adviser
- Senior Adviser
- Team Leader
- Manager
How Mortgage Broking & Lending works in SkillScorer
Score
Each team member in a team is scored on the Mortgage Broking & Lending skills in the Skills Matrix: tap a cell, type a score, and it saves itself.
Compare
Rank team members, compare two side by side, or compare your teams against each other to see exactly where the strengths and gaps are.
Track
Scores are kept year after year, so you can see who is improving and which Mortgage Broking & Lending skills need attention. Reports also follow each team leader's team.
Mortgage Broking & Lending scorecard: common questions
What skills does the Mortgage Broking & Lending scorecard include?
SkillScorer's Mortgage Broking & Lending scorecard covers 12 skills: Client Fact-Find and Needs Analysis, Loan Product Knowledge, Serviceability and Credit Assessment, Application Preparation, Responsible Lending Compliance, Lender Relationship Management, Client Communication, Settlement Coordination, Referral Partner Management, CRM and Systems Use, Objection Handling and Ethical Conduct. Each one comes with a written description of what it measures, and you can edit, rename, remove or add skills to suit your organisation.
How are team members scored in Mortgage Broking & Lending?
Every team member is scored from 1 to 10 on each skill (1 = Poor, 5 = Average, 10 = Elite), one team and year at a time. Scores autosave in the Skills Matrix, and the 18 built-in reports turn them into rankings, radar charts, skill gaps and year-on-year trends.
Which levels come with Mortgage Broking & Lending?
Mortgage Broking & Lending starts with these levels (called “Seniority Level” in the app): Trainee, Associate, Adviser, Senior Adviser, Team Leader and Manager. They are just a starting point, so you can rename, reorder or replace them.
Can I change the Mortgage Broking & Lending skills and wording?
Yes. The skills, levels and labels are all editable per organisation. In financial services the app talks about team members, teams and team leaders, and you can change any of those words too.
Score Mortgage Broking & Lending with SkillScorer
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