Elevate Your Mortgage Business with Outsourcing Expertise
Elevate Your Mortgage Business with Outsourcing Expertise
The mortgage broking industry is demanding, marked by lengthy hours, detailed process & procedures, and ever-changing product and regulatory landscapes. Consequently, many brokers grapple with one or more of the ensuing challenges:
Your daily routine gets bogged down by time-intensive activities like:
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Chasing up lenders and solicitors
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Managing CRM data input and client documentation
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Conducting annual pricing reviews and generating property reports
Is your lead generation poised to expand your loan portfolio, but the expense of hiring an Australian administrative assistant, even part-time, doesn't quite align?
And if you've opted for well-compensated Australian administrative staff, have you started noticing diminishing cost-effectiveness due to shifts in regulations and compliance requirements?
WE Outsource delivers mortgage broking administrative & compliance support from Sri Lanka. This adaptable staffing solution empowers brokers to concentrate on expanding their loan portfolio, all the while ensuring that day-to-day administrative tasks are executed with excellence and at a reasonable cost.
Mortgage Broking
WE Outsource delivers mortgage broking administrative support from Sri Lanka. This adaptable staffing solution empowers brokers to concentrate on expanding their loan portfolio, all the while ensuring that day-to-day administrative tasks are executed with excellence at a price point that makes sense.
Every single one of our mortgage broker administrative assistants comes with prior experience working for an Australian mortgage broker. This ensures that your assistant is ready to hit the ground running from the very first day.
Each of our team members has a dedicated office space in Sri Lanka that they go to every day.
We offer flexible choices that cater to both part-time and full-time contractors, giving you the freedom to decide the level of assistance you need.
We offer guidance on the optimal structuring of your mortgage processes to effectively accommodate a hybrid local and overseas delivery approach.ces
Key Mortgage Broking Roles We Offer
Outsourced Mortgage data processing officer
• Liaises with lenders from assessment to settlement
• Handles bank communications and client correspondence
• Maintains and updates client databases
• Reviews and ensures the accuracy of customer and account data
• Manages loan applications and addresses team queries
Outsourced Client Support Officer
• Manages loan application processing from pre-approval to post-settlement
• Reviews and verifies compliance of received sales files
• Ensures alignment of finance and settlement dates
• Supports brokers in loan lodgement and appointment scheduling
Outsourced Loan Processors Data Entry Clerk
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Outsourced Loan Processor - Data Entry Clerk
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Inputs detailed client data, including personal, financial, and employment details
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Manages asset, liability, and income verifications
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Orders property valuations
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Secures special pricing requests for clients
Outsourced mortgage broking tasks
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There are a variety of mortgage brokerage tasks you can outsource, including:
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Loan application setup
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CRM data entry
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Prepare loan serviceability calculators
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Order property valuations
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Prepare and follow up discharge forms
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Prepare compliance documents
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Finalise complete loan file & lodging
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Follow-ups with valuers, lenders
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Notification of loan approval
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Complete settlement checklist
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Post settlement activities
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Valuations, pricing and serviceability
Experienced mortgage broking staff are crucial to achieving a successful offshore working relationship. We Outsource helps you accelerate the onboarding of your new staff members for better productivity from the get go. You can
rest assure, with We Connect, you'll consistently be paired with experienced people, at a price that work for you.