Our Lodge & Track service includes document verification, valuation ordering, loan file lodgment, and consistent updates with lenders and solicitors — helping you close home loans faster with fewer errors.

We work with all major mortgage broker CRMs and are approved by most aggregator groups. Whether you use ApplyOnline, Mercury, Podium, or SalesTrekker, we integrate seamlessly.

No minimum required. Our outsourced loan processing services are flexible and scalable — ideal for independent mortgage brokers or high-volume brokerages looking for support on-demand.

We are ISO-certified and follow industry-standard data security protocols to protect sensitive client information. All mortgage files are encrypted, stored on secure servers, and managed by trained professionals under strict confidentiality agreements.

At Mortgage Broker Assist, we provide a full suite of mortgage broker back-office services designed to support Australian brokers at every stage. This includes end-to-end home loan processing, from application to approval. We handle: CRM data entry Lodgment and tracking Credit guide preparation Servicing calculators Income and expense assessment Payslip and document analysis Compliance and lender checklists Lender accreditation applications Our virtual assistant support is purpose-built to save you time, improve compliance, and streamline your workflow.

Each broker is assigned a dedicated virtual assistant for mortgage processing, fully trained to manage key admin and compliance tasks. Your VA works within your CRM to handle loan lodgments, valuations, discharge forms, and follow-ups with lenders or BDMs.

Yes, we offer flexible pricing for brokers who prefer pay-per-application services. Our packages include: Lodgment Only – $160 + GST per file Lodge & Track – $270 + GST per file Full File Processing – $500 + GST (depending on complexity) This structure supports brokers looking to outsource loan processing affordably and efficiently.

Once we receive a complete set of documents and a filled-out home loan application, we guarantee submission within 24 business hours. Our proactive tracking system ensures updates are shared before and after lodgment, giving you peace of mind during the loan process.

We take data protection seriously. Mortgage Broker Assist is: ISO 27001 Certified Cyber Security Certified PI Insured Our systems are fully compliant with Australian privacy laws and secured with password protection, firewalls, backups, and 24/7 monitoring.

Onboarding is quick and structured. After you book your launch meeting via Calendly, we schedule a kickoff session to outline your preferences and workflow. Your VA joins your Teams group and begins working within 1–2 business days. If a team member leaves, we manage a seamless internal handover — no training needed on your end, maintaining the integrity of your mortgage broker workflow.

Yes, we run a 2-year, MFAA- and FBAA-approved program for new brokers. Our mortgage mentoring service includes: Structured online learning modules Weekly Zoom sessions and CPD Broker business planning Lender workflows A dedicated Teams group with mentor support This is ideal for those wondering how to become a mortgage broker or looking for guided support to meet licensing requirements.

Absolutely. Our CRM data support includes updating client profiles, lead nurturing, follow-ups with lenders, post-settlement tasks, and reminder systems. These services are included in both Lodge & Track and full VA packages.

Yes. By offloading time-consuming admin tasks to our expert team, you can focus on growing your business. Our clients scale efficiently without hiring in-house, making MBA a cost-effective growth partner for brokers who want to increase their home loan processing volume.

We support all major mortgage broker CRM systems, including: SalesTrekker Broker Engine Flex MyCRM Mercury Infinity Our virtual assistants are trained to work directly inside your CRM with full accuracy and data compliance

Yes, we provide full and part-time virtual assistant support for brokers at any stage. Whether you’re part-time, starting out, or transitioning from another career, we offer scalable solutions and training to help you succeed in the competitive mortgage space.

We offer both part-time and full-time monthly packages with direct debit billing. All packages include supervisor-level quality checks, reporting dashboards, and productivity tracking for peace of mind.

Yes. We help brokers prepare and review credit guides, verify ID and supporting documents, create submission notes, and ensure file compliance based on aggregator and lender guidelines. Our role is to help you stay audit-ready at all times.

Our back-office support team is based in a secure office in Bangladesh, under Australian management. All VAs are trained in Australian mortgage compliance, lender processes, and broker expectations, making offshore support seamless.

We’ve successfully supported brokers working under AFG, Finsure, LMG, SFG, Choice, Broker Group, Mortgage Australia Group (MAG), Purple Circle Financial Services (PCFS), and Outsource. Our experience across these groups helps us tailor support to your aggregator’s system.

Yes, we complete 18–20 lender accreditation applications on your behalf for a service fee. This fast-tracks your access to a wide range of lenders, so you can start writing loans faster.

Yes, our team assists brokers in enrolling and completing Certificate IV in Finance and Mortgage Broking and Diploma courses. We help you stay on track and certified to meet aggregator and industry requirements.

Yes, we operate on most Australian public holidays. This is clearly outlined in your agreement, so you’ll always know when your virtual assistant support is active, even during peak seasons.

Once you complete onboarding and confirm your package, your support can begin in as little as 1–2 business days. Just book your Calendly onboarding session to get started.