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Admin Core Training
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MODULE 1 - INDUCTION
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Welcome to Create
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Health and Safety/ Fire Safety
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Create Finance Vision and Mission
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Company Policies
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​Rotas and Tasks
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MODULE 2 - CUSTOMER SERVICE
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Supporting Clients
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Core customer service
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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
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Logging in
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Basic Navigation
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Case management
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​Fact Finds
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MODULE 5 - TASKS
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Supporting your Broker
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Document Checking
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Income
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Signable
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Feefo
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MODULE 6 - PROTECTION
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Subheading
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Content Summary
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Content Summary
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Content Summary
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​Content Summary
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Training Checklist
Admin Fail List
File Check Doc
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