Broker Administration and Loan Processing Service

An outsourced loans processor will carry out all the repetitive, admin-related tasks associated with maintenance and processing a loan from packaging to settlement and even post-settlement. This will allow your local core team to focus on more revenue generating tasks such as building client relationships and generating more leads.

Broker support officers can complete an array of tasks, including but not limited to:

Loan packaging and processing

Set-up of loan application and data entry in CRM
Collect, verify and follow-up supporting documents
Prepare loan serviceability calculators
Valuations, pricing and serviceability
Prepare and follow up discharge forms
Prepare compliance documents
Finalise the file and lodge with lender
Track loan through to settlement
Regular follow-up with valuers, lenders and mortgage solicitors with status update reports
Notification of loan approval
Complete settlement checklist

Post settlement activities.

From processing a loan to finishing it all its lengthy paperwork, AFGS handles all for its client. Ditch the regular repetitive loan processing tasks to us and focus on more important tasks for the repetitive growth of your company.

An array of loan processing tasks performed by AFGS:

Get Property Valuations
Prepare and verify multiple loan documents
Setup loan application
Complete data entry of loan files in the CRM
Post settlement Support
Take regular follow-up with valuers, lenders, and solicitors
Notify the approval of the loan
General Admin Support and Database management.

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How can we help?

AFGS are great - professional, experienced, knowledgeable and efficient. They have been a significant support with business and personal accounting for us and we highly recommend them. AFGS support has been invaluable and their team is brilliant to work with.

-Rose

Our experience with the AFGS team has been phenomenal. From the first point of contact, they provided a professional, yet personal service that is incomparable to others. Highly recommend the team at AFGS as your first choice.

-Simone

I was definitely impressed with the way AFGS handled my financial needs. They delivered a service to me that was beyond my expectations. The staff were efficient and reliable and their professionalism gave me great comfort, knowing they were always acting in my best interests. AFGS not only saved me money but they also saved me a lot of time, and time is something I really value. I shall be recommending their services to any friends or family who are in the market for outsourcing services.

-Ankit