Training for a career in property finance

About the programme

The evo Mortgage Origination Training Programme is a structured learning experience designed for those wanting to step into property finance jobs with confidence.

You’ll cover the complete home loan process, from the first client meeting through to final bank approval. Along the way, you’ll learn how to negotiate effectively with banks, strengthen approval rates, and guide clients through the complex financial choices that come with buying a home.

Every lesson connects directly to the realities of the job market, and you’ll finish with a recognised qualification, practical insight, and a skill set aligned with the demands of today’s property finance roles.

What you will learn

The Home
Loan Process

From first contact to final approval

Client Interviews & Assessment

How to ask the right questions

Document Preparation

Submitting accurate applications

Affordability & Credit Checks

Assessing financial readiness

Interest Rates & Market Trends

Helping clients make informed choices

Module breakdown

Build a strong foundation:

Understanding the home loan process
Client interview techniques
Documentation management
Affordability & credit assessments
Interest rates explained
Attorney process
Insurance essentials
Bank liaison best practices

Gain financial know-how to guide clients:

Practical strategies from the field:

Interviewing like a pro
Payslip & bank statement analysis
Avoiding submission delays
Crafting strong loan motivations
Handling bank conversations
Managing appeals effectively

Specialist training for unique cases:

Accreditation Pathway

We offer a flexible study path:

Skills
Pathway

Certificate of Completion

R 2,795

Best for those seeking practical skills.

By completing this programme, you’ll gain:

Certificate of Completion (evo)

Access to hands-on industry tools & templates

Eligibility to work as a certified bond originator

This certificate positions you to step into a variety of property finance jobs with sustainable growth in the industry.

Ongoing career support

We go beyond handing you a certificate. After finishing the programme, evo continues to provide support with mentoring, resources, and advice to help you establish yourself in the field so you can step confidently into a job in property finance.

Kickstart your career in property finance

About evo

Founded in 2007, evo Home Loans is a leading home loan origination and aggregation business and a proud member of the ooba Group, South Africa’s largest home loan origination network. As one of the fastest-growing platforms in the country, evo is trusted by independent mortgage originators nationwide who want to build their own successful bond origination businesses.

Through evo, partners gain access to:

Bank contracts with all major lenders
Advanced technology to manage leads and applications
Marketing resources to grow a trusted local brand
Ongoing training, compliance, and business support

Our model empowers independent professionals to operate their own origination businesses, backed by evo’s infrastructure, reputation, and expert guidance. Partners earn competitive commissions on every successful bond registration and ongoing income through Home Owners and Life Cover products.

evo is committed to growing the origination industry and developing the next generation of mortgage originators, creating meaningful jobs in property finance that help more South Africans achieve homeownership.

At evo, independence never means isolation — we’re here to help you grow, succeed, and build for the long term.