Outsourced Mortgage Broker Support
Streamline your back office processes by building an auxiliary team of experienced offshore specialists.
How It Works
1. Discovery Meeting
Meet with one of our solutions consultants to establish what you need and how we can help.
2. Specialist Proposal
Once we know where your brokers need support, your account manager will work with you to build the right back office team.
3. Broker Liaison
Each supported broker will have a brief introductory session with their team to brief in workflow preferences.
4. Report and Review
Once your back office support is live, we’ll conduct fortnightly performance reviews to make sure our people are meeting your standards.
Choose Your Specialist
Loans Administration Officer
Your loans administration officer handles every aspect of loan requests, eliminating time-consuming tasks from your workflow.
Delegate tasks like completing loan applications, loading applications to your AOL or loan app, ordering property valuations, requesting loan pricing, and updating your bank broker portals.
Settlements officer
Outsource all post-approval client and lender functions to your own settlements officer, freeing up your time for client meetings.
Loan document preparation and mailing, confirmation and signing of receipts, and certification for settlement bookings – it’s all handled by your settlements officer.
Finance Analyst
Develop client lending scenarios with support from your personal finance analyst.
With capabilities that include BDM verification of policy and risk appetite, a finance analyst can help you calculate UMI, operate serviceability calculators, and finalise applications for lodgement.
Executive Assistant
Your virtual executive assistant helps you manage and book your appointments, and set up daily tasks, keeping your attention fully focused on client meetings.
They can also gather client information and manage the Client Centre in Connective – a seamless opportunity flow for both you and your clients.
Data Entry Transcriptionist
Let your data entry transcriptionist handle the management of critical information like client details and your diary notes.
They’ll also keep Connective clean and orderly, handling Client Centre and Doc Centre fulfilment, reporting and statistical analytics, and general recordkeeping.
Compliance Support
A compliance support officer helps ensure that an organisation adheres to laws, regulations, and industry standards. This includes identifying potential compliance issues, implementing policies and procedures to mitigate risk, and providing training and guidance to employees.
Compliance support refers to the process of ensuring that an organisation or business is adhering to legal and regulatory requirements.