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Admin Core Training

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MODULE 1 - INDUCTION

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Welcome to Create

  • Health and Safety/ Fire Safety

  • Create Finance Vision and Mission

  • Company Policies

  • ​Rotas and Tasks

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MODULE 2 - CUSTOMER SERVICE

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Supporting Clients

  • Core customer service

  • Complaints management

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MODULE 3 - DATA SECURITY

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MODULE 4 - MORTGAGE KEEPER AND SALESFORCE

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Core Systems Training

  • Logging in

  • Basic Navigation

  • Case management

  • ​Fact Finds 

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MODULE 5 - TASKS

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Supporting your Broker

  • Document Checking

  • Income

  • Signable

  • Feefo

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MODULE 6 - PROTECTION

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Subheading

  • Content Summary

  • Content Summary

  • Content Summary

  • ​Content Summary

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Income

Training Checklist

OPEN

Admin Fail List

ACCESS

File Check Doc

OPEN
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