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Introduction and Core Standards

Introduction - First Impression

Core Criteria & Engagement Readiness

Obtaining Client Information Accurately

Personal Profile

Province, City & Town

Preferred Meeting Platform

Affordability

Industry & Occupation

Name & Surname

Email Address

Phonetic Alphabet

Closing

Disclaimers

Quality Control and Risk Management

Quality Control

Quality Qualifying Criteria

Grey Areas & Loopholes

Script Compliance

Reputational Risk and Adherence To Process

POPIA ACT

Your Responsibility Regarding the POPIA ACT

Quizzes and Feedback

Quality & Compliance Question 1

Quality & Compliance Question 2

Quality & Compliance Question 3

Quality & Compliance Question 4

Quality & Compliance Question 5

Quality & Compliance Question 6

Quality & Compliance Question 7

Quality & Compliance Question 8

Quality & Compliance Question 9

Quality & Compliance Question 10

Quality & Compliance Question 11

Quality & Compliance Question 12

Quality & Compliance Question 13

Quality & Compliance Question 14

Check-In

Confirmation

Badge Card

Master the standards that protect revenue, reputation, and client trust. COMM Quality and Compliance Mastery for High‑Integrity Referrals is a practical, standards-driven course designed for agents who submit Discovery referrals and want to pass Quality Control (QC) the first time—every time. You’ll learn exactly what defines a valid, valuable lead; how to capture client information with zero ambiguity; and how to use compulsory scripts, disclosures, and consent language to remain audit-ready. The curriculum maps directly to COMM’s Quality & Compliance framework and POPIA obligations, providing step-by-step guidance, real examples of pass vs. fail scenarios, and clear remediation paths. Expect actionable checklists, call-ready scripts, and scenario-based quizzes that mirror daily work. By the end, you’ll confidently validate affordability and eligibility, avoid automatic disqualifiers, and document proof correctly—from personal profile fields to engagement requirements before, during, and after the call. If you’re serious about safeguarding payouts, preventing rework, and strengthening Discovery’s trust in your referrals, this course gives you the precise methods and quality habits to deliver high-integrity submissions consistently.

COMM Quality and Compliance Mastery

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            <p>High‑integrity referrals are the backbone of sustainable growth at COMM, protecting earnings, strengthening our reputation with Discovery, and ensuring clients receive the right advice at the right time. This course, COMM Quality and Compliance Mastery for High‑Integrity Referrals, equips agents with the practical standards, tools, and decision frameworks required to produce compliant, high‑value leads that pass Quality Control the first time. You will learn the purpose behind COMM’s Quality & Compliance standards, what defines a valid and valuable lead, and how strict adherence to engagement requirements safeguards both client outcomes and commission integrity.</p>

<p>Across the program, you’ll master accurate client data capture—from legal names and contact details to location, occupation, age, and preferred meeting platform—using proven techniques such as read-back protocols and the phonetic alphabet to eliminate errors. You’ll align client needs to Discovery solutions while assessing affordability responsibly, applying minimum eligibility thresholds, and navigating grey areas ethically with clear escalation paths. You’ll also operationalize compliance in every conversation through script discipline, mandatory disclaimers, and robust closing procedures, before submitting referrals via a final compliance checklist. The Quality Control and Risk Management section demystifies QC reviews, common rejection reasons, and appeals processes, and deepens your understanding of reputational risk, adherence to process, and the POPIA Act—translating privacy obligations into daily behaviors, consent management, and auditable record-keeping. Quizzes throughout reinforce real-world application, so you finish confident, compliant, and consistent in delivering referrals that meet COMM and Discovery’s highest standards.</p>
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