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Proactive Client Contact

Oluwabukunmi Olunloyo earned this Badge on September 24, 2025

5 CPD Points

This is part of your extended learning for mortgages

1 Step

  • Complete the lesson Proactive Client Contact 1 time
← Rate Switches V Re-MortgagesACCORD Growth Series – Client Retention →
KICK OFF THE WEEK
LENDER UPDATES
PROTECTION UPDATES
COMPLIANCE UPDATES
TRAINING UPDATES
CPD EVENTS
MARKETING TOOLBOX

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What are Competence Levels?

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These demonstrate your total level of achievement:
new learner
"New Learner"

Everyone starts their learning here.

core level
"Core"

Achieve this level when you have completed core requirements such as compliance, policies and systems.

competent level
"Competent"

This level means you have demonstrated the basic knowledge needed to competently complete your particular role.

core level
"Specialist"

This level means you have developed a deeper level of knowledge and are now a specialist in a chosen area.

core level
"Expert"

This level means you have developed further specialisms or have taken an additional industry qualification over and above the minimum your role requires.

Click on your My Results tab to see your current level.

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