Give your broking business the support it needs to move faster. Our offshore staff help with loan processing, documentation and lender submissions, so you can focus on your clients and growing your business.
Our staff take care of the time-consuming admin and processing, helping you deliver a smoother experience for your clients while keeping your pipeline on track.
Gather and organise client information, ID, income documents and supporting records, and check completeness before lodgement.
Prepare document checklists
Collect and review client documents
Maintain accurate records in your CRM
Prepare accurate and compliant loan applications based on client information and your instructions.
Populate lender application forms
Review data for accuracy and completeness
Prepare supporting documents and summaries
Submit applications to lenders and manage ongoing communication to keep applications moving.
Lodge applications with lenders
Track application status and follow up
Update your CRM and keep you informed
We provide skilled offshore staff with experience in Australian mortgage and finance broking support roles. Broker retains advice, lender decisions and final approval.
Supports end-to-end loan processing, documentation and lender submissions to help move applications through smoothly.
Process and prepare loan applications
Check documentation and compliance
Liaise with lenders on application status
Provides day-to-day support across client enquiries, documentation and pipeline management.
Assist with client onboarding
Maintain CRM and loan pipeline
Prepare documents, templates and correspondence
Supports general administration, document management and reporting to keep your broking operations running efficiently.
Maintain client and loan records
Prepare reports and lender updates
Support compliance documentation
We handle the recruitment, onboarding and ongoing support, so your offshore staff can hit the ground running and deliver real value to your business.
We source candidates with relevant broking support experience and strong communication skills. You interview and choose the right fit for your team.
We manage employment, IT setup and systems training, and work with you to understand your processes, lenders and compliance requirements.
Our local team provides continuous people management, performance support and regular check-ins to ensure a productive, long-term fit.
Here are some common questions about our administration services.
Yes. We recruit candidates with experience in Australian mortgage and finance broking support and provide tailored training on your processes, lenders and compliance requirements.
No. Our offshore staff provide administrative and processing support only. The broker retains advice, lender decisions and final approval.
We’ll discuss your requirements and help you find the right offshore talent for your broking business.