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Mortgage Broking Outsourcing Australia

Trust Our Partners to Deliver The Best Mortgage Outcomes For Your Firm
The 80/20 rule has particular resonance in mortgage broking. Whilst time-consuming administrative tasks take up the lion’s share of work and are crucial, they don’t move the needle. Instead, it’s that 20% that your team spends communicating with new leads and working on conversions that drives tangible growth.

National Planning Partner’s mortgage broker outsourcing solutions free up your team to invest in areas that lead to real success. Our fully qualified, independent mortgage broker Melbourne team allows you to outsource the financial heavy lifting and focus on making the most of that 20%.
With our broker support solution, you will move the needle.
Work on the business, not in it, with the best mortgage broker support solution
Work on the business, not in it, with the best mortgage broker support solution

Why mortgage broking outsourcing is smart business

A National Planning Partners collaboration delivers tangible outcomes for your firm’s growth and success.
  • Enables you to grow the business where it matters.
  • Cost-effective - reduces overheads.
  • Keeps your firm agile in response to market changes.
  • Supports your team in navigating particularly complex approval processes.
  • Plugs you into a network of industry-best talent and expertise.
  • Leads to improved loan processing times.
  • Focuses full attention on regulatory compliance.
  • Enhances the customer experience and makes it more efficient.
Our broker support solution increases your firm’s quality, efficiency & profitability

Professional outsourced mortgage broker services

Our lending services team organises administrative tasks into these four mortgage broking services:
Mortgage Broker working with tablet and calculator for analyze business data, real estate, home loan, investment and insurance concept

Broker support

Responsibilities include entering client data into the CRM, collecting, collating and digitalising supporting documentation, conducting serviceability and funding calculations, communicating and more.
AFSL Financial Services-Charts

Loan processing

This component includes establishing the loan application, CRM data entry, loan service calculator preparation, ordering property valuations, preparing forms and compliance documentation, finalising the loan file and lodging, completing settlement checklists, valuations, and more.

Financial industry compliance

Activity includes undertaking ACL and file compliance reviews and cross-checking for complete due diligence. We also provide corrections to rectify any compliance issues.

Client servicing

We provide a dedicated support service to your team, maintaining marketing databases and campaigns (we have a financial marketing services arm), updating current loan and property data, drafting annual review reports, processing loan variations, overseeing pre-approval application processing and more.
Deliver industry-best expertise to your clients - outsource with National Planning Partners

Why we’re the right outsourced mortgage brokers for you

Mortgage broking is complex and regulated. You need to feel confident that you’re partnering with knowledgeable experts across all areas. Trust National Planning Partners mortgage broking outsourcing to deliver:
  • Boutique, independent and Australia-wide services.
  • Highest standards of client support.
  • 100% compliance, transparency and trust.
  • Deep marketing understanding and awareness.
  • The best interest rates through relationships with a premium panel of lenders.
  • Outstanding negotiators driven to achieve the best deals.
  • Fastidious individuals who relish complex, intricate and complicated scenarios.
  • Negligible error rates.

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Don’t just get ahead - grow your mortgage broking business in ways you didn’t think would be possible for years to come.
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