new client team agent

cnas certification training

Welcome!  Here are the steps you will need to complete in order to obtain credit for your
CNAS (Cartus Network Affinity Specialist) Certification Training.

Let's get started!

step one.

Print, sign and return both the Cartus' 2019 Agent Agreement and 2019 RMC Agent Agreement to

step two.

Refer to the follow How To Document to access the training courses through CB Exchange 

step three.

Open, save and print (if necessary) all of the below Supplemental Handouts prior to starting the training

Supplemental Handouts

The below handouts will be mentioned as you go through the certification training, please make sure to review each one.  These are client provided documentation, they are confidential and not to be distributed:

Cash Bonus Schedule - All Affinity Clients - Updated!!

Client Matrix

Agent Referral Guide

Referral Disclosure Form

Referral Disclosure From Q&A

Navy Federal Pre-Qual Options

Navy Federal Contract Cover Sheet
Navy Federal Loan Products

Direct Lead Placements

ZAP - AST Intial Contact Scripting


HES (NFCU) Listing Side Commission Paperwork

HES (NFCU) Buyer Side Commission Paperwork

USAA Listing Side Commission Paperwork

USAA Buyer Side Commission Paperwork

If you have not already, request to be added to our Client Team Facebook Group!

  • Facebook Social Icon
Questions? Please call your Account Manager, or Jamie at 425-467-1576