Your Questions Answered: Financial Services & Back Office Support
Find clear answers to frequently asked questions about our paraplanning and mortgage processing services for financial firms.
Paraplanning is a specialized service that assists financial advisors in various tasks related to financial planning for clients. This can include data gathering, research, analysis, report preparation, and client communication.
BSG's paraplanning team can free up your time to focus on building client relationships and growing your business. We can handle the technical aspects of financial planning, allowing you to deliver exceptional service to your clients.
Yes, BSG offers a free consultation to discuss your specific paraplanning needs and how we can assist your practice.
BSG offers a comprehensive range of paraplanning services, including:
- Cash flow modeling and retirement planning
- Risk analysis and insurance recommendations
- Estate planning and tax strategies
- Investment research and portfolio construction
- Client communication materials and presentations
Absolutely! We understand that each financial advisor has a unique practice and clientele. We will tailor our services to meet your specific requirements.
BSG utilizes a range of industry-leading paraplanning software to ensure efficiency and accuracy. We are happy to discuss our software capabilities during your consultation.
BSG is committed to protecting your client data and adheres to strict security protocols. We utilize secure cloud-based platforms and employ robust data encryption practices.
Simply contact us by phone or email to schedule a consultation. We will discuss your needs and tailor a solution to fit your practice.
Our loan processors manage a wide range of tasks, including loan packaging, submitting applications, follow-ups with lenders, document verification, compliance checks, settlement coordination, and post-settlement activities.
Outsourcing allows your core team to save time on repetitive administrative tasks. This frees them up to focus on building client relationships, generating leads, and driving revenue growth.
We take security very seriously. Our systems follow best practices including VPN secured access, IP restrictions, NDA agreements, and restricted document access. We’re also happy to align with your internal compliance processes.
Absolutely! Our services are flexible, ensuring we cater to the specific tasks and workflow preferences of your brokerage.
You can communicate with your dedicated staff through email, calls, or your preferred project management tool. We ensure seamless collaboration between your team and ours.
We provide end to end mortgage back-office support, including loan processing, credit analysis, document verification, CRM/data entry, lender follow-ups, compliance checks, and post-settlement support. We can also tailor services based on your specific workflow and aggregator requirements.
Yes! Our team is trained specifically on Australian mortgage industry practices. We’re well-versed with major aggregators like AFG, PLAN, FAST, Connective, Vow/YBR, and platforms such as ApplyOnline, Mercury, SalesTrekker, Podium, and MyCRM.
We offer both models! Most brokers prefer dedicated team members who work as an extension of their local team. This ensures better accountability, continuity, and relationship building.
Absolutely. Our team can work in AEST/AEDT hours or any shift that best suits your business needs. Whether you want early morning support or a full day schedule, we’ll accommodate it.
We only onboard professionals with relevant experience in mortgage broking, loan processing, or financial services. Many have worked with brokers across Australia and understand lender policies, credit scenarios, and application systems.
You can connect directly via Microsoft Teams, Zoom, Slack, or your preferred platform. Daily standups, shared task boards, and real-time chats help make collaboration seamless.
Smooth and simple. We start by understanding your process, platforms, and expectations. Then we assign a staff member (or team) who’s trained on your systems. We also support with SOP documentation if needed.
Nope! We offer flexible engagement models – monthly, quarterly, or long-term contracts depending on what works for you. Start small, scale as you grow.
Our pricing is transparent and competitive. We typically charge a flat monthly fee for dedicated staff or hourly/project rates for ad-hoc work. Reach out to us for a Custom quote.
We believe in long-term partnerships and offer a replacement guarantee during the trial or early engagement period. Your satisfaction is our top priority.
