Description
What you’ll learn
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Master the Home Loan Ecosystem
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Evaluate Client Profiles with Confidence
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Manage End-to-End Loan Processes
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Build a Scalable Career in Home Loans
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:
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Core lending concepts like FOIR, LTV, ITR analysis, and eligibility
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Different types of home loan products and lender categories
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How to handle real client profiles (salaried & self-employed)
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Smart use of tools like EMI calculators, lead trackers & checklists
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Documentation, legal requirements, and application flows
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Soft skills for pitching, objection handling, and communication
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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.
Who this course is for:
- Students or freshers exploring a career in banking, housing finance, or financial advisory
- Self-employed professionals or freelancers wanting to earn through loan referrals
- Real estate agents looking to add home loan services to their offering
- DSAs (Direct Selling Agents) or channel partners wanting structured training
- Builders, developers, or site sales staff who deal with home buyers daily
- Anyone interested in becoming a certified home loan connector using digital platforms like Aurum KuberX
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