OCG Expert Training

OCG offers superior industry-ready training to empower you with the right knowledge to assist in your professional development. Our unrivalled broker support and services will guarantee our ‘value-for-money’ promise to you. Your OCG business manager is always available to offer mentoring and coaching, and we will guide you in building working relationships from the front line to your lender panel.

Our training program offers a wide variety of learning opportunities including:

• Business planning
• Marketing planning
• Compliance
• Product knowledge
• Networking.

We will educate you through the mortgage sales process including:

• Securing leads
• Making first contact with clients
• Conducting interviews
• Presentations to clients
• Packaging deals
• Loan submission through to settlement
• After sales contact to ensure customers for life.

Software training using our CRM software will assist you to secure clients at the enquiry stage, and better manage them through to loan submission and settlement.