Work more efficiently. Gain back hours in your day and grow your mortgage book faster.
Cloudstaffers can manage your daily workflow by setting appointments and qualifying leads. They can help with your loan packaging and processing needs.
From pre-submission to settlement, we help you to work more efficiently while improving your work-life balance. You don’t have to work harder, but we all know we should be working smarter.
Mortgage broking is a difficult, time-consuming, and stressful business. Mortgage brokers are pushed to their limits trying to find enough hours in the day.
Chase lenders for updates Your Cloudstaffers can contact and follow up lenders on your behalf, giving you and your applicants peace of mind and confidence every step of the way.
Ease your governance and compliance Your Cloudstaffers can perform paperwork audits, basic fraud checks, validate data and documents, and run through your checklists.
Work more efficiently Cloudstaffers can manage your daily workflow helping you to improve your work-life balance. You don’t have to work harder but we all know we should work smarter.
Protect your commission trails Your Cloudstaffers can flag your new client addresses in RP Data’s Property Monitor. Keeping a daily watch on which properties in your mortgage book are listing, renting, and sold so you’re well-positioned to win new business.
Win new business When you are tight for time, traveling from appointment to appointment, request your Cloudstaffers to prepare a property profile report for your next meeting and have it sent to your clients and a copy to your mailbox so you can talk about it.
Submit and claim commissions Your Cloudstaffers can track your application and loan summaries and prepare your commission claims.
Manage your CRM admin Your Cloudstaffers give you more time in the day by managing your CRM and keeping records up to date. This provides you with more opportunities to capture and capitalize potential client’s information and opportunities.
Mortgage applications & lodgements Your Cloudstaffers can prepare, check, and submit mortgage applications paperwork to lenders.
Loan Packaging Specialists
Focus on the preparation of quality loan application documentation so the loan is processed fast with minimal issues and rework is kept to a minimum
Collate all applicant documentation to ensure the application meets established time frames
Gathering any other supporting documents for loans
Preparation of NCCP documentation
Prepare serviceability calculators
Order property valuations
Prepare loan lodgements
Handle all rework
Prepare RP data searches and reports
ValEx valuation status monitoring
Perform data validations
Run files through your compliance checklist
Verify potentially fraudulent items such as conflicting addresses and flag them back to the broker
Calculate the necessary ratios to assist in the decision process using Serviceability Calculator
Sales Lead Generation Specialists
Generate leads that will grow your mortgage book by cultivating relationships
Initiate communications via social media, blogs, email, and telephone
Proactively follow up on all communication channels in order to qualify warm leads into your sales funnel
Conduct research and questionnaires with prospects in order to determine their lending needs
Copy all conversations and qualifications into your CRM as reference notes
Generate property profile documents for prospects as a lead generator
Prepare and analyze your sales pipeline and keep your prospecting dashboard up to date
Set appointments with qualified prospects with the ultimate goal of closing the qualified lead
Loan Processing Assistants
Manage the administrative tasks from submission to settlement, focusing on quality improvement and communication
Chase lenders for status updates keeping the broker and applicant informed every step of the way
Chase for valuation status updates
Administration and fielding calls
Prepare post-settlement activities
Research lender offerings and prepare product comparison grids
Book appointments and manage calendars and travel schedules
Marketing, sales and operational support tasks
Key all information into broker CRM, keeping your records up to date
Attach scanned files to CRM records
Help with your lead generation, marketing, sales and operational tasks
Cloudstaff Marketing Administrators
Coordinate and execute marketing activities that generate new leads and build your brand, while also curating your existing mortgage book clients
Manage your social media accounts on your behalf. (e.g. Twitter, LinkedIn, Facebook)
Regularly connect with others on social media sites to grow your social media influence
Write content and post blog articles
Publish social media posts to connect your social media audiences to your blog content and thought leadership
Research, share and engage in interesting articles
Conduct market research surveys, collate results and share audience insights with you
Create Targeted Marketing Audiences on social media platforms. (i.e. business.facebook.com and business.linkedin.com)
Keep up to date with industry-specific trends and activities that are utilized to communicate with your clients
Find out how next-generation outsourcing can help your mortgage broking business.
Next steps
Free eBook
Find out more about outsourcing in the Philippines by downloading our free eBook. Learn about the culture, doing business in the region and what it takes to outsource successfully.
Cloudstaff innovation is a game changer. We provide a suite of tools, applications and processes that can dramatically increase visibility, efficiency and communication.
