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
Loan Processor
A loan processor assists the broker with the end-to-end loan application process.
Settlements officer
A settlements officer handles post-approval client and lender functions such as loan document preparation and mailing.
Finance Analyst
A personal finance analyst can help develop client lending scenarios by verifying policy and risk appetite, calculating servicing and deal write-ups.
Virtual Assistant
A virtual executive assistant helps manage schedule, book appointments, set up daily tasks, gather client information.
Loans Administration Officer
A loans administration officer simplifies the loan application process by handling CRM data entry, AOL and client data collection.
Compliance Officer
Compliance officer supports the broker by reviewing and auditing each application allowing remediation of files prior to aggregator audits.
