Services

If you have a big client data base and forget to take updates from them we can send them your marketing emails / birthday messages / Christmas cards on your behalf so that before refinancing they know you are watching and will come to you first in case of any other broker.

Our qualified team can have a look at the bank statements and evaluate those for you in order to attain a specific information from the bank statements like a specific expense or over all expenses of the clients.

We will run servicing for your clients with any lender on their updated calculator and keeping the lender’s eligible income policy in mind.

Our staff is well versed in taking an application from the raw and follow it up with all the concerned parties until it settles.

Our team is well versed with the portals of almost all the lenders and can submit the pricing requests for your clients at any point of time.

Our team will get a completely filled discharge form for your clients and can send it to the concerned lender / solicitor as well.

Our qualified team can assist you in taking an update from any lender about a submitted application at any point of time and report you the most recent status of the submitted application or get the assessor on the line for you or leave a call back request with the assessor for you.

Our qualified team and act as a bridge between the broker and the client as well. We with your permission will get any type of missing information or document from the client and can send to you or the the concerned lender directly.

Our experienced team will take the data from CRM to AOL, complete all the necessary steps, validate the data into AOL, upload all the documents for you and give you a ready to lodge application on Apply Online.

Our qualified team will take all the necessary compliance requirements of your lender and aggregator into account and put complete the CRM data entry process for you.

Our team will fill out the FHOG forms for your clients and can do follow ups on the already sent FHOG forms with lenders as well.

Our qualified team can do submit valuation requests for a property with a lender of your choice for you.