Broker Induction & Training Management
Deliver structured induction and ongoing training across the full broker lifecycle. From day-one onboarding through to annual CPD, keep your network compliant, competent, and up-to-date with changing lender policies and regulations.
Why Aggregators Choose Our Induction Module
Purpose-built for broker training and professional development
Lifecycle Learning Programs
Day one to ongoingTurn induction from a one-off event into an automated lifecycle program that supports brokers from day one through to ongoing CPD requirements.
Rich Learning Content
EngagingDeliver videos, policies, product guides, scenarios, and assessments through configurable induction journeys tailored to each role.
Compliance-Grade Tracking
Audit-readyTrack module completion, assessment results, and acknowledgements with full audit trails for regulators and licensees.
Integrated CPD Tracking
AutomatedCapture CPD and training hours automatically with exports to licensee and aggregator reporting systems.
Comprehensive Induction & Training Features
Everything you need to manage broker induction and professional development
Configurable Induction Journeys
Create role-specific induction journeys for brokers, loan writers, credit teams, operations, and support staff.
- Role-based programs
- Custom learning paths
- Milestone tracking
- Progress dashboards
Rich Learning Content
Deliver videos, policies, product guides, scenarios, and interactive assessments through the platform.
- Video content
- Policy documents
- Product guides
- Interactive assessments
Scheduled Training Touchpoints
Schedule post-joining touchpoints from week-one check-ins to annual refreshers and CPD programs.
- Week-one check-ins
- 30/60/90 day reviews
- Annual refreshers
- CPD programs
Compliance Training Templates
Pre-built templates for responsible lending, AML/CTF, complaints handling, conduct risk, privacy, and cybersecurity.
- Responsible lending
- AML/CTF training
- Complaints handling
- Privacy & cybersecurity
CPD Hours Tracking
Capture CPD and training hours with automatic calculation and exports to licensee reporting.
- Hours tracking
- Category allocation
- Certificate generation
- Report exports
LMS & System Integration
API integration with LMS, HR, CRM, email, and communication tools for a single source of truth.
- LMS integration
- HR system sync
- CRM connectivity
- Email notifications
Induction Module FAQ
What is the CompliCentral Induction Module?
The Induction Module is a training and professional development platform that delivers structured induction and ongoing learning across the full broker lifecycle. It includes rich content delivery, assessment tracking, CPD management, and compliance-grade reporting for aggregators and licensees.
Related: What content types are supported? • What training templates are included?
How does the Induction Module track CPD compliance?
The module automatically captures CPD hours as brokers complete training, allocates hours to appropriate categories, generates completion certificates, and exports data to licensee and aggregator reporting systems with full audit trails.
Related: How are CPD hours calculated? • How do exports work?
Why do aggregators need induction software?
Aggregators need induction software to turn one-off induction into an automated lifecycle program, reduce L&D administration time, demonstrate mandatory training completion to regulators, and improve broker engagement through relevant, bite-sized learning.
Related: What are the compliance requirements? • How does training improve retention?
When should aggregators implement the Induction Module?
Aggregators should implement the Induction Module when needing to standardise broker training, facing increased compliance scrutiny on training records, wanting to automate CPD tracking, or seeking to improve new broker engagement and competency.
Related: How long does implementation take? • What is the ROI?
Where does induction fit in the broker lifecycle?
Induction follows onboarding and continues throughout the broker lifecycle. It connects to Onboarding for initial training, Accreditations for lender-specific requirements, Compliance for policy acknowledgements, and Audits for competency verification.
Related: How does it connect to other modules? • Where is training data stored?
Who uses the Induction Module?
L&D teams, compliance managers, broker principals, HR teams, and individual brokers use the Induction Module to deliver, complete, and track training programs across the broker network.
Related: Who manages training content? • What access controls are available?
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