We asked our team members to share the types of tasks they perform for their mortgage broker clients.

Other tasks our team complete for their clients

Correspondence & File Management

Correspondence & File Management

Managing electronic filing system and email correspondence including labelling / filing of emails, proper filing of files and applying naming conventions to filing structures based on custom specifications.

File Compliance

File Compliance

Collecting relevant files from email correspondence, checking, converting and compressing files to conform to bank requirements including file size, type and legibility.

Document Administration

Document Administration

Saving email correspondences between broker, lender and client into clients opportunity record. Creating email and document templates and preparing letters & mail merge.

CRM Management

CRM Management

Entering and maintaining database records including new clients, opportunities, tasks and to-dos and assigning staff to tasks where necessary. Entering data to notes section, updating status, and managing task lists & appointment notes.

File Administration

File Administration

Completing pricing requests and ordering valuations. Sending lender formal approval and company formal approval in CRM. Completing master list restructure request forms & discharge request forms. Liaising with bank and solicitor to book settlement​. Finishing compliance checklists & saving all correspondence to clients account including all documents used in the lending process.

Client Follow Up

Client Follow Up

Updating Client if there are any outstanding items required & following up if Mortgage Documents have been received after final approval.

Lender Follow Up

Lender Follow Up

Following up tasks with the lender such as application status, loan doc issuance, verification of loan docs & unconditional approval.

Letter Preparation

Letter Preparation

Preparation of relevant documents such as unconditional letters, completion letters, settlement letter, 1 year post settlement & 3 years post settlement.