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Events Diary

Residential Property Lending Strand: Mortgage Specialist (Strategi Institute)

30 August 2019

This course covers the Residential Property Lending Strand of the Level 5 New Zealand Certificate in Financial Services.

It provides an in-depth understanding of residential property lending concepts, legislation and regulations that are of particular relevance to the provision of residential property lending services.

It also considers the residential property market, and the relationship between residential property lending and individuals’ needs, to ensure appropriate solutions to borrowing needs.

Key lending concepts and frameworks are applied to develop solutions for a range of lending situations.

The third day of this course is a practical workshop.

This workshop will give attendees the chance to interview clients in a simulated environment where they will:

  • gather information
  • create a diary note
  • fill in an application
  • find and present the correct documentation including using a lending calculator
  • draft a mortgage-specific statement of advice (SOA).

The course will also feature real life mortgage applications (appropriately sanitised) and give candidates the chance to identify what is deficient and why the lender may decline it.

Attendees will then list what needs to be included for the application to have a good chance of succeeding. (Note this additional training is NOT available via online learning.)

The Residential Property Lending Strand should be considered the minimum education for anyone wanting to become a mortgage adviser, plus mortgage advisers wanting to upskill, and is recognised as the benchmark by major lending institutions in New Zealand.

This Strand is also suitable for those wishing to work as financial advisers, private bankers, and credit managers.

Event location
Strategi Institute, Building E, 17 Corinthian Drive, Albany, Auckland 0632
Event date/time
8:30am - 4:00pm each day
Event contact information

Student Administrator

E: info@strategi.ac.nz

P: (09) 414 1300

   Download this event in iCalendar format (for Outlook, iCal, etc)

See all events during August 2019 »

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Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
AIA 4.55 3.19 3.19 3.49
AIA Special - 2.69 2.69 2.99
ANZ 4.44 3.15 3.25 ▼3.39
ANZ Special - ▼2.55 ▼2.69 ▼2.79
ASB Bank 4.45 3.19 3.19 3.49
ASB Bank Special - 2.69 2.69 2.99
Bluestone ▼3.49 ▼3.49 ▼3.49 ▼3.49
BNZ - Classic - ▼2.55 2.69 2.99
BNZ - Mortgage One 5.15 - - -
BNZ - Rapid Repay 4.60 - - -
BNZ - Std, FlyBuys 4.55 3.25 3.29 3.59
Lender Flt 1yr 2yr 3yr
BNZ - TotalMoney 4.55 - - -
China Construction Bank 4.49 4.70 4.80 4.95
China Construction Bank Special - 2.65 2.65 2.80
Credit Union Auckland 5.45 - - -
Credit Union Baywide 5.65 4.75 4.75 -
Credit Union South 5.65 4.75 4.75 -
First Credit Union Special 5.85 3.35 3.85 -
Heartland 3.95 2.89 2.97 3.39
Heartland Bank - Online - - - -
Heretaunga Building Society 4.99 4.35 4.45 -
HSBC Premier 4.49 2.60 2.65 2.80
Lender Flt 1yr 2yr 3yr
HSBC Premier LVR > 80% - - - -
HSBC Special - - - -
ICBC 3.99 2.58 2.68 2.79
Kainga Ora 4.43 3.29 3.39 3.85
Kiwibank 3.40 3.40 3.54 4.00
Kiwibank - Capped - - - -
Kiwibank - Offset - - - -
Kiwibank Special 3.40 2.65 2.79 3.25
Liberty 5.69 - - -
Nelson Building Society 4.95 3.45 3.49 -
Pepper Essential 4.79 - - -
Lender Flt 1yr 2yr 3yr
Resimac 3.49 3.45 3.39 3.69
SBS Bank 4.54 3.29 3.19 3.49
SBS Bank Special - 2.79 2.69 2.99
The Co-operative Bank - Owner Occ 4.40 ▼2.69 ▼2.75 ▼2.99
The Co-operative Bank - Standard 4.40 ▼3.19 ▼3.25 ▼3.49
TSB Bank 5.34 ▼3.35 3.49 3.79
TSB Special 4.54 ▼2.55 2.69 2.99
Wairarapa Building Society 4.99 3.75 3.99 -
Westpac 4.59 4.15 4.09 4.49
Westpac - Offset 4.59 - - -
Westpac Special - ▼2.55 2.69 2.79
Median 4.55 3.19 3.22 3.39

Last updated: 13 July 2020 7:38am

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