Loan Processor

DON'T LET LOAN PROCESSING SLOW YOU DOWN!

REDUCE YOUR OPERATIONAL COST, DECREASE DELIVERY TIME AND IMPROVE YOUR PRODUCTIVITY FOR LOAN PROCESSING WITH OUR

FULL-TIME AND PART-TIME SOLUTIONS FOR MORTGAGE BROKERS

YOUR STAFF WILL BE TRAINED TO SUPPORT YOU IN COMPLETING THE FOLLOWING TASKS:

PRE-LODGEMENT

• Manage brokers inbox

• Sending credit guide to clients

• Email clients for missing documents

• Renaming and organising supporting documents

• Verify FactFind with supporting documents

• Ordering upfront valuations with various banks

• Doing pricing requests for various banks

• Preparing serviceability calculators for your review

LODGEMENT

• Doing CRM data entry

• Clearing errors in ApplyOnline

• Uploading documents in CRM and in ApplyOnline

• Generating NCCP compliance documents

• Generating lender application forms

• Sending application form for e-signature

• Lodging the application

POST-LODGEMENT

• Replying to deferral emails from the banks

• Emailing clients for missing documents

• Following up with lenders on SLAs

• Following up with valuers, solicitors and other parties

• Replying to queries from audit/compliance team

• Making ‘status change' for applications in CRM

• Reconciling commission payments

Partner with us to experience the difference. You can explore our services or get in touch with us to discuss how FBO Services can elevate your business.

Get in touch with us!

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