Saving Time-2
Application Submission Service 

  • Data entry through to Apply Online using Broker CRM Platform

(Data entry completed and submit in Apply Online)

  • Follow up Broker for Supporting Documents
  • Sort and Send Supporting Docs to Lender
  • TFN Removal
  • Upfront Valuation Ordering
  • Tasks & Reminders to Brokers using Broker CRM
  • Loan Comparison from Broker advised products
  • Lender Updates

(Tracking notes from lender websites transferred to loan application in broker platform for ease of checking loan status)

  • NCCP File Compliance

(NCCP docs populated and saved in CRM)

  • Lender Follow Ups via Email
  • Supporting Document Follow Up from Borrowers via Email
  • Settlement Co-ordination with Lender and Solicitors/Conveyancers
  • Database Management & Marketing
  • Portfolio Management Reporting
  • Cross-Selling Management Process
  • Compliance Management for ACL Holders
  • Commission Payment Tracking

 Upcoming PA Services

  • Borrower Post Approval Follow Ups – Loan Documents
  • Discharge Requests
  • Lead Management
  • File Driving with lender and borrower follow up

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