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What We Do
Scenario Analysis & Product Comparison
We can research your sceanrio and prepare product selections to present to your clitens
Set-up of loan application and data entry in CRM
We take your fact find and docs and enter them into your CRM. We wrok with all leading crm’s
Track Loans Though to Settlement
We keep in touch with he lender and provide regular updates to you and your clients
Lead Generation
We special in lead generation for finance companies. Paid, LinkedIn, Social & Email Marketing
Communications
Regular follow-up with valuers, lenders and mortgage solicitors with status update reports
Loan Structuring Preparation
Our Virtual Loans Assistants have more than a sharp eye to prepare for the loan structure.
We Help You Build Lasting Relationships
With Your Clients
Mortgage brokers are outsourcing loans processing to offshore locations so that they can free up their time to nurture client relationships and generate new business. This is becoming increasingly important in the current economic climate, where brokers need to become more agile to respond to an ever changing, increasingly competitive market.
By offshoring administrative loan processing tasks, brokers can cut 2-3 hours out of every loan they write – and reinvest that time back into growing their business. Many professionals are missing the opportunity to write more business because they are spending too much time on routine admin tasks instead of in front of clients. Outsourcing is a solution that puts time back into onshore staff’s schedule to ensure they are focusing on building and nurturing client relationships.
Role
Benefits of outsourcing loan packaging services
Efficiency increase
By handing over transactional loan packaging and processing tasks to the offshore team, you are providing your local team with the opportunity to take on more work. By distributing workload across your offshore and onshore teams, your businesses
Business growth
By enabling additional capabilities through your offshore team, you will be able to provide your local employees with the capacity to take on more work. This in turn will lead to sustainable business growth.
Increased employee satisfaction
By handing over these repetitive jobs to your offshore team, you will see an increase in employee satisfaction as your onshore team will be able to focus on what they were initially hired to do.
Success
