Mortgage Broker Offshore Staffing

Reliable & Efficient Mortgage Broking Back Office Function

Upedge provides Mortgage Processing Service to the brokers and deploys experienced offshore staff with the knowledge of full life cycle of mortgage processing to settlement. Our professionally trained staff helps the brokers in handling the whole aspect of the mortgage application tasks and paperwork. Handling this time-consuming task by themselves will take up major portion of their time, resources and attention, which will result in less spare time for them to focus on client and lender interaction and also their business development.

We assist the broker in handling their back office function without compromising the quality and reliability, while controlling their staff cost and also offering them the flexibility to scale up their business.

  • Data entry and process management in CRM
  • Preparation of Hello pack, document checklist and privacy consent for each loan proposal
  • Preparation of loan application alongwith required document ready for lodgement.
  • Taking follow up with the client for documents and verify the received documents
  • Intimating the loan approval to the client
  • Calculating the final loan eligibility of client based on broker’s advice
  • Assist the broker in comparing the lenders and mortgage option for each mortgage proposal
  • Assist the broker in selection of best suited loan product and lender for client
  • Assist the broker in working the mortgage final serviceability of client
  • Final due diligence of documents received from the client
  • Assist the broker in final submission of loan application
  • Assist the broker in liaise with lender and tracking the loan application.
  • Ordering the valuation of property and track its status
  • Placing the pricing from lender/bank
  • Preparation of loan settlement documents and assist the broker in related legal paperwork.
  • General administration & loan maintenance task

Take a First Step Towards Simplified & Time-Saving Accounting!

Know us to get the trusted Financial & Accounting Services customised to your brand needs & built with the long-term vision.

Book A
Free Trial