
Learn home loan eligibility, documentation, lender strategy & client handling like a pro
Course Description
Looking to build a rewarding career in the home loan and mortgage industry?
This comprehensive course is designed to equip you with the knowledge, tools, and confidence to become a successful home loan advisor, connector, or fulfillment expert. Whether you're new to the industry or looking to sharpen your skills, this program walks you through the entire loan lifecycle — from lead generation to disbursal.
You’ll learn:
Core lending concepts like FOIR, LTV, ITR analysis, and eligibility
Different types of home loan products and lender categories
How to handle real client profiles (salaried & self-employed)
Smart use of tools like EMI calculators, lead trackers & checklists
Documentation, legal requirements, and application flows
Soft skills for pitching, objection handling, and communication
Business-building strategies to grow your income and network
Core lending concepts like FOIR, LTV, ITR analysis, and eligibility
Different types of home loan products and lender categories
How to handle real client profiles (salaried & self-employed)
Smart use of tools like EMI calculators, lead trackers & checklists
Documentation, legal requirements, and application flows
Soft skills for pitching, objection handling, and communication
Business-building strategies to grow your income and network
Packed with practical examples, real case walkthroughs, and hands-on tools, this course is perfect for:
- Real estate agents
- Freshers or students
- Loan connectors or DSAs
- Freelancers & CA/tax consultants
- Builders and project marketers
Complete the course, clear the final quiz, and get certified — so you can start closing home loans, supporting clients, and earning commissions with confidence. The course concludes with case simulations, a final assessment, and certification — preparing you to work as a certified home loan advisor or connector on platforms like Aurum KuberX, or independently.