Certified Loan Professional For Real Estate​

Learn home loan eligibility, documentation, lender strategy & client handling like a pro

What you'll learn

Master the Home Loan Ecosystem

Evaluate Client Profiles with Confidence

Manage End-to-End Loan Processes

Build a Scalable Career in Home Loans

Requirements

No prior experience required in banking, finance, or real estate

Comfort with communicating in Hindi or English

A willingness to learn, network, and grow in the home loan industry

Access to a mobile device or laptop with internet for watching videos and taking the quiz

Basic understanding of smartphone or computer usage

Description

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:Core lending concepts like FOIR, LTV, ITR analysis, and eligibilityDifferent types of home loan products and lender categoriesHow to handle real client profiles (salaried & self-employed)Smart use of tools like EMI calculators, lead trackers & checklistsDocumentation, legal requirements, and application flowsSoft skills for pitching, objection handling, and communicationBusiness-building strategies to grow your income and networkPacked 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 marketersComplete 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.

Overview

Section 1: Introduction

Lecture 1 Introduction

Section 2: Introduction to Mortgage & Banking Landscape​

Lecture 2 Understanding Industry Jargon​

Lecture 3 Types of Banks in the Lending Ecosystem​

Lecture 4 List of Major Lending Institutions​

Section 3: Loan Products and Processes

Lecture 5 Types of Home Loan Products

Lecture 6 End-to-End Loan Process Explained

Lecture 7 Applicable Charges in the Loan Lifecycle

Lecture 8 Basics of Unsecured Loans

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