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BrokViserBy TaxOz
Mortgage Broking Support / Loan Processing

Loan Processing moves the file.

BrokViser supports mortgage brokers throughout the loan lifecycle, working within your brokerage's established processes and systems wherever appropriate.

Loan Processing Services

Support across every stage of the file

Grouped into three stages so you can see where each task sits, not just a list of functions.

01

Prepare

Getting a file ready to move.

Document Collection & Verification

Requesting, tracking and verifying supporting documents from clients and referrers.

Data Entry & File Preparation

Accurate entry of borrower, income and liability data into your CRM and lender platforms.

CRM Maintenance

Keeping client and deal records current so your pipeline reporting stays reliable.

Application Preparation

Preparing loan applications for lodgement in line with your brokerage's checklists and standards.

Lender Application Packaging

Assembling and formatting application packages ready for submission.

02

Progress

Keeping a file moving once it's with the lender.

Loan Lodgement Support

Supporting the lodgement process and confirming applications are correctly submitted.

Lender Follow-Ups

Chasing lender updates so files keep moving and brokers are not stuck on hold.

Outstanding Condition Management

Tracking conditional approval requirements and coordinating what is needed to clear them.

Valuation Coordination

Booking and tracking valuations, and following up on outcomes with lenders.

Loan-Tracking Administration

Maintaining accurate pipeline and status tracking across every active file.

03

Complete

Closing a file out properly.

Settlement Administration

Coordinating settlement bookings, checklists and documentation through to completion.

Discharge & Refinance Administration

Managing the paperwork and coordination involved in discharges and refinances.

Post-Submission Follow-Up

Monitoring files after submission and flagging anything that needs broker attention.

Client File Organisation

Keeping files structured, compliant and easy for your team to pick up at any stage.

General Brokerage Administration

Day-to-day administrative support that keeps the wider business running smoothly.

What Changes

Before BrokViser, and with BrokViser

A few examples of what typically moves off a broker's desk.

Before BrokViser
With BrokViser
Chasing clients and referrers for missing documents
BrokViser tracks outstanding documents and follows them up
Manually entering file data into the CRM and lender platforms
BrokViser enters and checks file data against your standards
Calling lenders to find out where a file sits
BrokViser manages lender contact and status tracking
Coordinating valuations and chasing conditions
BrokViser books valuations and tracks conditions to clearance
Managing settlement logistics file by file
BrokViser coordinates settlement administration through to completion
Where This Fits

The loan lifecycle, and where BrokViser supports it

The broker retains responsibility for customer relationships, regulated credit activities and lender recommendations.

Broker-led BrokViser support
  1. Lead / Client Engagement

    Broker-led

    The broker manages the initial client relationship and needs analysis.

  2. Document Collection

    BrokViser support

    BrokViser requests, tracks and organises supporting documentation.

  3. Application Preparation

    BrokViser support

    BrokViser prepares the application file for the broker's review.

  4. Credit Analysis

    Shared

    BrokViser's credit analyst support strengthens the file; the broker retains the credit recommendation.

  5. Submission

    Broker-led

    The broker reviews and submits the application to the lender.

  6. Lender Follow-Up

    BrokViser support

    BrokViser manages lender contact and status tracking.

  7. Conditional Approval

    Shared

    BrokViser coordinates outstanding conditions; the broker manages the client conversation.

  8. Settlement

    BrokViser support

    BrokViser coordinates settlement administration through to completion.

Important

A note on scope

BrokViser’s loan processing support is administrative and operational in nature. It is designed to prepare files, manage documentation and coordinate with lenders on your behalf, not to provide credit advice or make lending decisions.

Where a task involves credit-related analysis, such as reviewing a borrower’s financial position, that work is distinguished from administrative processing and is covered under Credit Analyst Support. Regulated credit activities remain subject to the Australian Credit Licence and credit representative status held by your brokerage.

Systems We Work Within

Comfortable across the platforms Australian brokerages already use

SalestrekkerPodiumMercuryApplyOnlineSimpologyMyCRMLoan Market ToolboxInfinityFlexOneBrokerEngineSalestrekkerPodiumMercuryApplyOnlineSimpologyMyCRMLoan Market ToolboxInfinityFlexOneBrokerEngine

Platform names reflect systems commonly used across the Australian mortgage broking industry and are illustrative of the environments our processing teams are comfortable working within. Specific software and integrations relevant to your brokerage are confirmed during your Discovery Call.

FAQs

Frequently Asked Questions

No. BrokViser provides administrative, processing and analytical support to help brokers prepare stronger files. Regulated credit activities, including credit advice and lender recommendations, remain the responsibility of the licensed broker or credit representative. BrokViser does not hold an Australian Credit Licence and is not a credit representative.

Ready to hand off the processing work slowing your pipeline down?

Tell us about your pipeline and we'll work out which functions could move off your desk first.