• 11 Helby Street, Harrison, ACT 2914, Australia
  • 8AM - 5PM

Compliance and Documentation Support for Mortgage Brokers

ISO-Certified | NCCP & Aggregator Compliance | Faster Turnaround | No In-House Hire Needed

What is

Compliance and Documentation Support?

Our Compliance & Documentation Support for Mortgage Brokers is designed for Australian brokers who want to reduce errors, stay NCCP-compliant, and avoid costly audit risks. From Needs & Objectives forms to lender documentation checks, we ensure every file is fully verified before lodgment. By outsourcing your compliance support, you save time, reduce reworks, and stay 100% aligned with major aggregator and lender requirements.
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Why Mortgage Brokers Choose Our Compliance Support

%

Time & Cost Savings

No need for in-house compliance staff.

Our Compliance Support Process

Efficient. Compliant. Stress-Free — from file review to documentation finalisation.

  • Document Audit

    Verification of VOI, payslips, IDs, and all supporting documents to maintain full NCCP compliance and aggregator alignment.

  • Compliance Checklist

    Thorough review of Needs & Objectives, credit guide, and all NCCP-required documents to prevent errors and reduce rework.

  • Lender Form Checks

    Ensure all FHOG forms, discharge documents, and lender-specific forms are correctly completed for smooth loan lodgment support.

  • ApplyOnline Review

    Pre-submission audit to identify missing compliance documents and correct any errors before lodgment.

  • Finalise & Upload

    Attach and submit all documents via ApplyOnline or lender portal, ensuring your files are ready for approval.

  • Broker Notification

    Receive a detailed summary report highlighting the file status, pending items, and compliance checks completed by our expert team.

Choose the Right Package for Your Brokerage

From startup brokers to growing teams — we’ve got your back-office, marketing, and mentorship needs covered

Lodgment

$160
+GST

Features

  • Salestrekker/ My CRM/ Broker engine/ Mercury / Any CRM Input. (You need to confirm Income & Expenses only)
  • Required documents check
  • Servicing calculator preparation (Mentioned Lenders - max 3)
  • Order valuation (Mentioned Lenders)
  • Complete pricing (Mentioned Lenders)
  • FHOG form preparation
  • Discharge form preparation
  • Check & complete compliance notes as per Needs & Objectives
  • Attach all documents through apply online
  • Application sent to the client for signing
  • File lodgment to the lender
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Recommended

Lodgment & Track

$270
+GST

Features

  • Salestrekker/ My CRM/ Broker engine/ Mercury /Any CRM Input. (You need to confirm Income & Expenses only)
  • Required documents check
  • Complete pricing (Mentioned Lenders)
  • Order Valuation (Mentioned Lenders)
  • Servicing calculator preparation (Mentioned Lenders - max 3)
  • FHOG form preparation
  • Discharge form preparation
  • Check & complete compliance notes as per Needs & Objectives
  • Attach all documents through apply online
  • Application sent to the client for signing
  • File lodgment to the lender
  • Track file with lenders
  • MIR/AIP Check & discuss with broker
  • Lenders follow up to settlement
  • Solicitors follow up to settlement
  • Regular broker updates
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Full File Processing

$500
+GST

Features

  • Basically option 3 is for the brokers when he/she can't afford a VA fully at the moment but looking for a VA support for a specific file to find out all the options/solutions on behalf of the broker
  • Price may vary in this stage if the file is too complex or we have to do lots of research & analysis for the specific file. It will always be discussed beforehand
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Get Started with Compliance Support

Apply in minutes and get expert help to stay audit-safe and file-ready.

01

Apply Online

Fill out the quick form with your details and loan file needs

02

Get a Call Back

Our team will contact you within 1 business day to confirm next steps

03

Compliance Review Begins

We begin reviewing, fixing, and preparing your file for fast lodgment.

Send Your Request &
Get Call Back

Fill all the necessary details and Get call from experts.

    Savings A/c Required Documents

    Basic documents required for opening a savings account.

    PAN Card
    is Mandatory

    Duly Filled
    Application Form

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    Photographs

    Color & Passport Size
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    Frequently Asked Questions

    Find answers to all your queries about our service.

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    • Is your team available during Australian business hours?

      Yes. Our support team operates from 10 AM to 8 PM WA time, ensuring you ...

    • What makes Mortgage Broker Assist different from other virtual assistant services?

      We specialize exclusively in mortgage industry virtual support, with deep knowledge of lender policies, forms ...

    • Can I outsource only specific parts of the mortgage loan process?

      Absolutely. Our services are modular — you can outsource loan packaging, application lodgment, client follow-ups, ...

    • How experienced is your offshore mortgage support team?

      Our team has years of experience working with Australian brokers. With over 70+ trained virtual ...

    MIr Wahib
    MIr Wahib

    Just left us a 5 star review

    5.0
    Based on 7 Reviews

    We’ve been working with Mortgage Broker Assist for our loan processing needs, and the experience has been outstanding. Their team is professional, responsive, and highly knowledgeable in navigating complex loan applications. Their support has significantly improved the efficiency of our business operations, allowing us to focus more on our clients while they handle the back-end processing with precision and care. We truly value their partnership and highly recommend Mortgage Broker Assist to any broker or business looking for reliable and expert loan processing support. The Ark Agency

    MIr Wahib July 3, 2025
    google

    Mortgage Broker Assist has been a game-changer for my business over the past six months. Their service has not only streamlined my daily operations but also freed up valuable time, allowing me to focus on scaling my business. The team is impressively efficient, reliable, and precise in their work. Whether it's managing administrative tasks or handling client communication, their attention to detail and consistency has significantly improved my workflow. I can confidently say that partnering with Mortgage Broker Assist has been one of the best decisions I’ve made for my business, and I highly recommend them to any broker looking to optimize their processes and save time.

    Claire Viskovich October 17, 2024
    google

    Shariff and the team at MBAT are an irreplaceable part of my business. They provide great support, are always open to feedback and are genuine in wanting to provide long term support.

    Imtiyaz Rather May 10, 2024
    google

    I highly recommend MBAT at Sharif and their services. If you are looking for, or needing backend support then this is the go to place for full support services. I have an amazing team with me, who are articulate, intelligent, and willing and able to learn and support me at anytime. Good team members are hard to find no matter where you are. And through Sharif and his team I have been able to free up some of my time from day to day activities and focus on the family and other personal matters. I highly recommend their services. If you are looking for, or needing backend support, Thank you so much Sharif and MBAT team, I am grateful!

    I have been a finance broker for 12 years. And two years ago, the outsourcing company I was using advised that both team members were leaving. I was introduced to MBAT through a colleague, and I will be always eternally grateful, my experience has been nothing short of incredible. I have an amazing team with me, who are articulate, intelligent, and willing and able to learn. Good team members are hard to find no matter where you are. And through Sharif and his team I have been able to scale up my business, see it grow and have an incredible support network because of my connection to MBAT. I highly recommend their services. If you are looking for, or needing backend support, if you are looking to grow and scale up your business. Then you have come to the right place . Look no further and reach out to them today.

    Justin Cornock February 6, 2024
    google

    Highly recommend them. It is has been great having the assistance and back office team. The team is so efficient and professional. It makes our business - Hamara Finance Services' operations run smoother and lets us focus on what we do best - serving our clients.

    Harprit Kaur February 6, 2024
    google