Loan processing services

Mortgage Broker

Brokers Support and Loan processing services involves sending below task to your dedicated staff in Brokers Support Global (BSG) office.

An outsourced Loans processor or Broker’s support staff will carry out all the repetitive, admin-related tasks associated with processing a loan from packaging to settlement and even post-settlement. This will allow your local core team to focus on more revenue generating task such as building client relationships and generating more leads.

Support Staff in BSG office can complete an array of tasks, including but not limited to:

Set-up of loan application and data entry in CRM
Collect, verify and follow-up supporting documents
Prepare loan serviceability calculators
Order property valuations
Prepare and follow up discharge forms
Prepare compliance documents
Finalize complete loan file and lodge with lender
Regular follow-up with valuers, lenders and mortgage solicitors with status update reports

Notification of loan approval
Complete settlement checklist
Post settlement activities
Valuations, pricing and serviceability
Database management
General administration support
Customer care
Track loan through to settlement
Client retention activities

BSG Mortgage Process

BSG provides a qualified full-time employee (working 160 hours a month) dedicated to assist the broker with the following services:

No minimum volume.
High level of quality and service ensuring an effortless flow to the loan process.
Communicating with the client to gather the required information and supporting documents as and when required by the broker.
Ensuring all documents are carefully and thoroughly reviewed.
Redacting TFN from supporting documents.

Aggregator CRM data entry.
Preparing the NCCP documents.
Next Gen (Apply Online) data entry / Lender application documents preparation.
Discharge form preparation.
FHOG form preparation.
Valuation orders & follow up.
Pricing requests with the lender.
Construction progress drawdown.

File lodgment to lender once reviewed and approved by the broker.
Brokers and clients are apprised of every phase of the loan process and provided with reliable information as it pertains to status updates.
Lender follow up to settlement (only if required and authorized by the broker).
Solicitor follow up to settlement (only if required and authorized by the broker).
Post settlement follow ups with the client (every 6 or 12 months)