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Full Time Staff
BUILD YOU REMOTE TEAM
Remote Broker Solutions helps you develop your business by providing you with:
Highly-Proficient
Full-time
Professionals
We extend your reach with:
Morgage Broker Support
Increased Compliance
Expert Data Security And Prionotection
Expert Data Security And Prionotection
We can work with you to tailor FULL TIME roles that meet your requirements.
Broker Support - Virtual Assistant
- Provide dedicated virtual assistant services.
- Manage broker email inboxed and calendars.
- Enter client data into Aggregator software.
- Collect, collate, re-name, and save supporting documents.
- Communicate with potential customers (leads).
Broker Support - Loan Processing
Make loan processing more efficient.
- Provide dedicated loan admin.
- Prepare required documentation for loan submission.
- Order valuations and special pricing
- Analyzing and interpreting client documents.
- Credit Checks.
- Run serviceability and funding calculations.
- Enter data into processing systems (AOL/Simpology).
Prepare lodgement packs and upload to AOL/Simpology. - Submission of Application
Follow up outstading loan conditions. - Track applications to unconditional approval and settlement
- Manage communications with customers and third parties (Values, Solicitors/Conveyancers, Accountants)
Para Broker
Aspects of loan processing role plus
- Conduct needs analysis, servicesability assessments, product assessment, and funding position based on client’s objectives and situation.
- Researching lender policies.
- Preparing loan comparisons.
- Present above to Broker
Customer Service
Support broker by focusing on nurturing relationships and post settlement customer care:
- Provide dedicated customer support services.
- Database and Marketing management.
- Gather current loan and property data.
- Prepare annual review reports.
- Process loan variations.
- Monitor pre-approval applications.
- Track construction loans.
- Post settlement or after care email to clients every 3, 6, 12 months (as required).
Working Under Compliance
Your RBS staff member can assist in developing or enhancing your processes (if required) thus increasing your compliance.
They will assist with ensuring fulfilment of responsible lending obligations and ensure all required documents are held on file and meet your Aggregator/Licensee requirements.
They can also assist with completing file reviews as required.
