Our Proven Outsourcing Mortgage & Paraplanning Process
From consultation to implementation, we ensure a seamless outsourcing experience for your business.
BSG
Our Process
Step 1:
Discovery & Consultation
We begin by understanding your business, goals, and outsourcing needs:
- Review your current financial planning and mortgage processes
- Identify your pain points for efficiency and compliance
- Explore unique challenges you face in daily operations
- Share insights on industry best practices for outsourcing
- Outline a tailored partnership approach that meets your goals
Step 2:
Strategic Assessment & Planning
We craft a strategy designed to support your business at every level:
- Facilitate a focused workshop to uncover specific business needs
- Assess existing workflows and digital platforms used
- Map out a customised, compliant outsourcing roadmap
- Define clear roles, responsibilities, and checkpoints
- Set transparent performance metrics and communication standards
Step 3:
Onboarding & Setup
We formalise partnership for smooth onboarding and collaboration:
- Provide a transparent agreement outlining deliverables, costs, and timelines
- Assign a dedicated onboarding specialist to guide your transition
- Set up secure data transfer and compliance processes from day one
- Configure logins and system access for your specific workflow
- Make support channels available for immediate feedback or queries
Step 4:
Implementation & Team Integration
Our experts deliver solutions while ensuring you stay empowered:
- Deploy specialist teams for paraplanning and mortgage tasks
- Train your staff on new workflows and tools for seamless adoption
- Transition administrative tasks and compliance reporting smoothly
- Initiate ongoing support with regular progress check-ins
- Resolve issues proactively to minimise disruption to your business
Step 5:
Continuous Support & Optimisation
Your business receives ongoing attention and adaptive solutions:
- Monitor workflow outcomes and provide regular performance reports
- Encourage feedback and adjust processes to evolving needs
- Offer scalable support as your business grows or requirements change
- Help maintain compliance with regulations and industry standards
- Strengthen our partnership with proactive service and client care
Engagement Model
Full-Time Employee (FTE)
How it Works:
- You select skilled, dedicated professionals for your business team.
- Employees work exclusively for you, fully aligned to your needs.
- Staff operate remotely, integrating seamlessly into your workflows.
- Fixed work hours ensure consistent availability every business day.
- Employees report directly to you for better oversight and feedback.
- Option to quickly scale team size as requirements change or grow
Advantages:
- Significant cost savings compared to hiring permanent staff members.
- Easy scalability to meet changing business or client needs.
- Direct access to specialized, expert professionals for your team.
- Reduced compliance, payroll, and administrative burden for management.
- Dedicated support fosters consistent quality and strong client relationships.
Engagement Model
Part-Time Employee (PTE)
How it Works:
- A dedicated part-time professional is matched to your needs.
- Employees use remote tools for all assigned tasks efficiently.
- Flexible work schedule aligns with your project requirements.
- Similar job responsibilities as full-timers, with lighter workload.
- No benefits costs, achieving excellent cost efficiency for clients.
- Highly trained staff deliver accounting and finance expertise.
Advantages:
- Lower overall staffing costs compared to traditional full-time roles.
- No need for direct supervision or employee management tasks.
- Administrative processes are streamlined for your convenience.
- Enables quick scaling and supports sustainable company growth.
- Lower overhead expenses contribute to stronger business profitability.
Engagement Model
Pay As You Go (PAYG)
How it Works:
- Engage professional staff on-demand for specific projects or tasks.
- Only pay for work completed—no fixed salaries or contracts.
- Easily increase or decrease staffing as your workload changes.
- Access specialized skills without long-term hiring commitments.
- Quick onboarding provides support exactly when you need it.
- Flexible service means you control project scope and costs.
Advantages:
- No long-term payroll or benefit obligations for your business
- Cost-efficient—pay only for hours or tasks required.
- Fast access to expert talent for urgent or seasonal needs.
- Enables lean operations and efficient resource allocation.
Our Expertise
Software & Tools
Connect with our experts at your preferred time
Ready to Enhance Your Financial Management?
Book a complimentary 30 minute consultation to discover how our outsourced financial services can streamline your operations and enhance efficiency.
Don’t hesitate - your path to a more productive future is just a conversation away!
