Credit training & mentoring · with Jason Given

Learn credit the way deals actually work.

Real client files, real documents, real lender policy - taught by a practising broker and MFAA-accredited mentor. No theory-first slides. You work the file, session by session.

Choose your stream

Foundations

Foundations Track

New and developing brokers

The skills every file depends on - built session by session with real documents in your hands.

  • Reading payslips & bank statements
  • Self-employed financials, step by step
  • Discovery calls & first appointments
  • Serviceability, structure & compliance
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Applied Clinics

Advanced Clinics

Experienced brokers & teams

Complex credit worked end-to-end: one real scenario per clinic, submission-ready by the close.

  • Self-employed, trusts & company structures
  • Credit impairment & specialist lending
  • Construction, bridging & development
  • 26 scenario clinics + capstone
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Mentoring

MFAA Mentor Program

Brokers in their first two years

Accredited mentoring that satisfies MFAA requirements - and actually builds your book while it does.

  • Structured two-year program
  • Deal-by-deal file reviews
  • Compliance sign-off & evidence
  • Direct access between sessions
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One method across every stream.

Every session follows the same five-stage framework: you take a real client file from first contact to a submission-ready recommendation. The tools used in session are the tools on your desk. The muscle memory transfers to every deal you touch.

1Meet the client - the file as it lands
2Read the documents - what's really there
3Find the lender - policy, not guesswork
4Build the recommendation - structure & numbers
5Make it submission-ready - notes & evidence
Jason Given

With Jason Given

Lending Mentor · MFAA-Accredited Mentor · Practising Broker

Every scenario in every stream comes from a real file Jason has worked. The training is built around how deals actually get done - the documents, the lender conversations, the credit notes - not how textbooks describe them.