Mortgage broker assistant
We will provide you access to a fully trained mortgage broker assistant (virtual) to help you process your applications efficiently and accurately.
Your very own mortgage broker assistant
We will provide you access to a fully trained mortgage broker assistant (virtual) to help you process your applications efficiently and accurately and take on time-consuming administrative tasks.
Features of this service include:
- Collection of supporting documentation
- Data entry and documents upload into our Infynity CRM and ApplyOnline (AOL)
- Preparation of Statement of Credit Advice
- Quote (where required)
- Valuation ordering
- Pricing requests
- Discharge Authority forms (refinance loans only)
- Liaising with Lender
- Preparation and lodgement of Lender Application Post settlement support Co-ordination settlement Database maintenance
A broker assistant is available in either part-time or full-time capacity who can take care of your administrative tasks! Working hours are Monday to Friday.
Get in touch with our team today by filling out the form.