June 30, 2025
Can MBA help me increase loan volume?
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.
June 30, 2025
Can you assist with CRM data entry and client follow-up?
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.
June 30, 2025
Do you offer mentoring and training for mortgage brokers?
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 […]
June 30, 2025
How does onboarding and staff transition work?
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, […]
June 30, 2025
What compliance and security measures are in place?
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.
June 30, 2025
How fast will my home loan application be processed?
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.
June 30, 2025
Do you offer flexible per-file loan processing packages?
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.
June 30, 2025
How is your virtual assistant (VA) service structured?
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.
June 30, 2025
What support services do you offer mortgage brokers?
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 […]
September 19, 2022
How do you ensure data security and client confidentiality in mortgage processing?
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.
