Courses
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Loan Deal Initiator Policy
Learn how the Loan Initiator policy protects you and your commission.
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Getting Started With Moniedesk
Learn how to use Moniedesk to resolve customer issues faster and boost overall satisfaction.
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Working Better, Together
This course teaches BRMs a simple system to build trust, improve communication and collaboration, so they can work better together and succeed as a team.
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Data Privacy Starts With You
This course is for BRMs who handle customer data. You will learn how to protect information, stay professional and compliant with data privacy laws.
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Selling Fintech Solutions
Fintech is changing how money works. As a sales professional, your job is to help customers understand and use these new tools to manage their money better.
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Consumer Protection Policy
This course will help BRMs understand the Consumer Protection Policy, their role in fair customer treatment and how to avoid actions that could harm customers or their job.