Task 1: You will notice that there are two options of Case Study within this assessment – the first (A) is more specifically for Mortgage Brokers, the second (B) for brokers in the Plant & Equipment and Motor Vehicle field. Please complete only the stream relevant to you and indicate this on the assessment cover sheet.
Either the Mortgage Finance or Motor Vehicle Equipment Checklist must be submitted with the fully completed assessment. This must encompass all documents from initial contact with the clients through to settlement of the loan. Documents must be submitted in a suitable logical order as listed on the checklists and consist of all relevant NCCP documents.
The documentation required should be consistent for all submissions, however student submissions will vary in regards to outcomes based on the interpretation of the data and “client” responses during the interview process.
As you are aware, our learning centre allows for 5 uploads per assessment (max 20MB per file). As there are many attachments required for this assessment, you may wish to embed documents as a way of minimising document uploads. Please see instructions on how to do this if you are not familiar with this practice.
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