A concise starting framework for all associates. Detailed operational procedures can be expanded in later phases.
Read the brochure and applicable terms before presenting a product.
Do not promise approval, returns, funding or availability unless expressly authorised and documented.
Use the prescribed application and document process and escalate exceptions rather than improvising.
Handle applicant information and documents only through approved channels.
Keep relevant communication and application references in accordance with the operating procedure.
Refer compliance, eligibility or product questions to the designated authority.