Outsourcing can help create that capacity by allowing suitable administrative and back-office tasks to be delegated to a dedicated offshore team member.
At Affordable Staff, we employ full-time team members who work from our office in the Philippines. Each team member is assigned exclusively to one client, allowing them to become familiar with your systems, processes and way of working while being supported by our onsite team.
From loan administration and document preparation to CRM management, lender follow-ups and client communication, an offshore team member can help keep important processes moving while giving brokers and their local teams more time to focus on their clients and higher-value activities.
When you’re outsourcing tasks that involve sensitive client and financial information, knowing how that data is protected is incredibly important.
At Affordable Staff, information security is built into the way we operate. Our team members work from a secure, office-based environment using company-owned devices and controlled systems, supported by dedicated IT and security processes.
Our Integrated Management System is certified to ISO 27001:2022 for Information Security Management and ISO 9001:2015 for Quality Management, with independent onsite audits conducted annually.
Managing email correspondence and electronic filing, including organising emails and documents, applying naming conventions and maintaining filing structures in line with your business processes.
Collecting and reviewing relevant documents and preparing files to meet lender requirements, including checking file type, size and legibility.
Saving relevant correspondence between brokers, lenders and clients within the CRM, creating templates and preparing letters and other documentation.
Entering and maintaining client and opportunity records, updating statuses and notes, managing tasks and to-do lists, and keeping appointment information up to date.
Support across different stages of the loan process, including completing pricing requests, ordering valuations, preparing relevant forms and loan application documentation, completing compliance checklists, updating client and loan information, checking supporting documentation, identifying outstanding requirements, preparing files for submission and coordinating settlement requirements.
Following up on outstanding information and documentation and keeping clients updated throughout relevant stages of the loan process.
Following up tasks with the lender such as application status, loan document issuance, verification of loan documents and unconditional approval.
Preparing relevant client correspondence and documentation, including approval, completion, settlement and post-settlement communications.
