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