TRAINING GUIDES

The first day of training is mainly focused on familiarising yourself with the Zebra Financial facilities and processes. During the first day of training, you will gain an understanding of how to use our CRM within Mercury, as well as the compliance requirements that we must fulfil. Additionally, you will also be shown how to create an ALI Loan Protection quote for clients. 

DAY 2 - Lodging an Application

The second day of training includes an overview of everything that was learnt during the first day. Also, you will learn how to use Apply Online as well as uploading supporting documents. We also address the preparation of Broker Notes. 

DAY 3 - Review of Day 1 & 2

The third day of training focuses on reviewing what you would have learnt during Day 1 & 2 of training. This portion of the training is designed to test how well you know the process and systems (Mercury & Apply Online). You may be working on a live file, or simply going over the activities and tasks you have completed in the past two training days.