Keep the paperwork progressing.
Mortgage broker assistants for Australian brokerages
Give document follow-ups, appointment coordination and CRM updates consistent attention. Beyond Borders Talent recruits and supports a professional in the Philippines for an administrative role directed by your Australian mortgage brokerage.
Support the work around your client files
- Follow up missing documents against your checklist
- Update CRM records and application milestones
- Book client appointments and review reminders
- Send approved progress updates and record responses
- Organise file information for your broker to review
Your brokerage controls the workflow.
We source and screen candidates, arrange interviews and coordinate contractor onboarding, payments and ongoing account support. You choose your assistant, set priorities and supervise the work.
Specify your CRM, aggregator systems and required experience, including BrokerEngine or ApplyOnline where relevant. Before access is granted, your brokerage confirms the arrangement with the relevant system providers and approves permissions and handling procedures.
Clear hourly packages.
Recruitment and ongoing management included.
AUD per professional. Specialist experience and responsibilities inform the package. Your quote confirms scope, hours and terms; mortgage experience is not assumed at the entry rate. Compare inclusions and terms.
A few useful answers.
Is this a loan-processing service?
This page covers administrative assistance. End-to-end loan processing and application lodgement are not included in the described role. Discuss additional requirements before assuming they can be supported.
Can an assistant recommend a lender or assess a loan?
No. Product recommendations, credit assessment and lending advice are outside this role. Your authorised team retains those decisions and reviews the assistant’s administrative work.
Will candidates have Australian mortgage experience?
Make the level of experience part of your brief and assess it during interviews. Ask candidates to explain a document-tracking workflow and when they would escalate a question; specialist training is not automatically included.
Share your workflow, software and expected hours. Describe the task without sending client identity documents or financial records through the enquiry form.
Request a quote