RF - Module 3: Application Prerequisites and Process

Module 3: Application Prerequisites and Process

Whether you're a broker looking to expand your expertise or a finance professional aiming to understand this dynamic sector, our detailed course materials break down everything you need to know getting started with receivables finance in Australia.

What you'll learn:

• Understand the full lifecycle of a receivables finance application from initial enquiry to settlement.

• Learn the broker’s responsibilities at each stage, including documentation, discovery, and lender communication.

• Explore the due diligence process and how lenders assess operational risk, financials, and ledger integrity.

• Understand how offers are issued, legal documents are prepared, and settlement conditions are managed.

• Learn how onboarding works, including lender system setup, debtor notifications, and segment account activation.

• Understand brokers commission structures
  

This course provides real-world examples, broker tips, and practical strategies that you can immediately apply to your work.

Module 3 is part of our Receivables Finance Course bundle.

You can purchase the full Receivables Finance Course here.