Qwrk Outsourcing’s (formerly SMSF Paraplanners) Client Services- Mortgage Broking / Lending Assistants are dedicated to a specific Practice on a full or part-time basis. This means that they can be integrated into your workflows, ensuring they become a true extension of your team.
Outsourcing tasks to your Lending Assistants will save you time, allowing you and more face to face time with in front of your clients. The tasks the Lending Assistants can complete include (but are not limited to) the following:
Pre submission tasks:
- Compliance document support
- Data collection
- Data entry
- Loan applications and implementation
- Following up outstanding client information
- Submission of all supplementary documents
Submission to settlement tasks
- Follow up Lenders
- Settlement task management
- Finalisation tasks
Review and other tasks
- Preparation for review meetings
- Home loan rate reviews
- Bank valuation requests and pricing
- Loan restructure processing
Qwrk Outsourcing’s Lending Assistant’s goal is to create a more efficient process by ensuring that all the necessary documents are lodged and implemented in a timely manner, with clear communication for you and your clients.