Company Overview
Operating a successful mortgage broking business requires skills in many areas such as interviewing techniques, research capabilities, negotiation, marketing, organisation, personal and business development.
Often due to limited resources you may concentrate the majority of your energies on sales activities to help with your all important cash flow, but you cannot afford to ignore the day to day management of your files. You also need to be able to deal with those constant interruptions and distractions that cause you to drop everything to update a file status.
You need to find a happy medium.
Someone who will look after your client’s loan in a professional manner, allowing you to go about your other business building activities, should be the perfect compromise.
This is where Loan Lodgements Australia Pty Ltd can help through our complete Back Office Solution, available only to PLAN Australia Mortgage Brokers.
Our Services
Include but are not limited to:
- On-line lodgement of loan files (where applicable)
- Tracking and active management of files through to settlement
- Progress updates of the loan through telephone and/or email advices to you and your clients
- Identification of further marketing opportunities with the client or associated businesses
The benefits include:
- Releases you from the day to day maintenance of a loan file. (This frees up your time to focus on other important activities such as marketing, networking, meeting clients, interviews etc)
- Adding value to your business:
- Professionalism of full back office support
- Timely information and management of files
- Meeting settlement deadlines
- Someone to keep the file moving while you are out of contact
- Additional comfort through our compliance checks
- Assist with structure of loan applications
Contact
Loan Lodgements Australia Pty Ltd
t: 03 8805 1888
f: 03 9801 0887
e: info@loanlodgements.com.au
a: 7/410 Burwood Hwy
Wantirna South 3152