Mortgage Broker Outsourced Staffing Solutions
Improve operational efficiency, reduce costs, elevate customer service, and grow your business, by seamlessly integrating offshore Cloudstaffers
If you are ready to grow, we are ready to go
In the dynamic landscape of the mortgage industry, brokers navigate through fluctuating rates, evolving regulations, and shifting client demands. This emphasizes the critical role of efficiency and adaptability. At Cloudstaff, we empower mortgage brokers to thrive in this dynamic environment by harnessing the benefits of integrating remote professional team members into their onshore teams.
Free up onshore team members to spend more time with customers
Our Cloudstaffers can manage administration tasks like appointments, workflows, research, document preparation, and can assist with loan packaging and processing needs. Our workflow experts can document and create training materials for your global team. With less administration onshore, your team has more time for customers.Â
Our people-first culture and community attracts and retains top-talent
We were honored with the HR Asia Award for Best Places to Work in Asia in 2023, 2022 and 2021. With our people-first culture and over 15 years of expertise in global offshore, outsourcing, Cloudstaff offers access to a vast talent pool of over 500,000 professionals. Our resignation rate is below the industry average. Our Glassdoor rating 4.5.
Our supercharged technology enables Cloudstaffers to work alongside your team
Our cutting-edge, purpose-built, secure industrial-grade technology optimizes productivity, and allows Cloudstaffers to work from home or our office as you need. We’re wholeheartedly committed to efficiency, productivity, data security and ensuring your Cloudstaffers work without disruption alongside your onshore team.Â
Mortgage Broker Service Roles
Our industry specialists work with you to tailor your role requirements Here are our popular roles and tasks.
Loan Packaging Specialists
Preparation of quality loan documentation, NCCP documentation, RP data searches and reports, data validations, loan lodgements
Loan Processing Assistant
Preparation & Verification of Documents, Enter Credit Applications
Perform Income/Expense Verifications, Check Serviceability and Funding options, Property Valuations, Lender Check-in and Follow-up, Settlement prep, Client Support, General administration
Accreditation Administrator
Lender accreditation-related documentation preparation, delivery of necessary paperwork to lenders, oversight of the broker and lender accreditation process
Sales Lead Generation Specialists
Lead generation, communications via digital channels, research and questionnaires for prospects, sales pipeline analysis, appointment setting with qualified prospects
Marketing Coordinator
Brand building, social media management, content and blog articles, market research surveys, creating targeted marketing campaigns, keeping up with industry trends
QA and Reporting
Ensuring accuracy and compliance by regularly auditing and vetting mortgage applications, producing analytics and reports based on KPIs in order and enhancing mortgage operations’ effectivenes
People & Technology are core to success
Culture is our top priority
Recognized for excellence, we were honored with the HR Asia Award for Best Places to Work in Asia in both 2023, 2022 and 2021.
We navigate talent gaps
We attract and retain top talent. We have a candidate pool over 500,000 and a resignation rate below the industry average.
We recruit top talent, you select best fit
We dedicate time to understand your specific needs and document your requirements, to ensure we match high performing professionals with your culture.
Work from home or from our office
Our technology and security posture provides flexibility for Cloudstaffers to meet your team’s needs and compliance including ISO 27001 certification.
Reduce overheads, lock in savings
A local mortgage assistant can cost up to 60% more than an offshore team member. Use our Team Builder to price your dream team.
Leverage our resident Six Sigma experts
With their expertise, they digitally capture your workflows and provide actionable recommendations to enhance efficiency.
Maximize time with customers
Assign tasks such as loan processing, post-settlement activities, and other tasks to your new Cloudstaffers leaving you more time for customers.
Onshore client success team, optimize growth
Once onboarded, we collaborate closely to ensure ongoing peak performance and strategize to optimize your growth plan.
We co-manage your Cloudstaffers
From IT and HR setup to onboarding and training, Cloudstaff makes remote staffing easy. Your team will be fully dedicated to and directed by you.
Our technology minimizes disruptions
Our cutting-edge technology, industrial-grade security, and business continuity, allows your cloudstaffers to work productively with minimal disruption.
Mortgage Broker Services Technolgy Training
Our Cloudstaff Academy provides industry specific technology training, to fast start your Cloudstaffers
More Insights
Time, People, Money: The Real Estate Dilemma
Why a back office assistant should be your first hire
Smarter mortgage solutions
Have more questions?
We are always here to help
What does outsourcing Australian mortgage broking involve?
Outsourcing Australian mortgage broking tasks entails delegating various aspects of mortgage broking operations to external service providers or offshore companies specializing in mortgage processing, administration, and support.
What tasks can be outsourced in Australian Mortgage Broking?
Tasks that can be outsourced in Australian mortgage broking include loan application processing, document verification, credit checks, compliance monitoring, customer service, underwriting support, and administrative tasks related to mortgage transactions.
Why should I consider outsourcing mortgage broking tasks?
Outsourcing mortgage broking tasks in Australia can help mortgage brokers and lending institutions streamline operations, reduce costs, access specialized expertise, improve efficiency, scale their business, and focus more on client relationships and business growth.
How do I find a suitable outsourcing partner for outsourcing mortgage broking?
When selecting an outsourcing partner, look for companies with experience in Australian mortgage broking, knowledge of local regulations, a track record of compliance, robust security measures, scalability, competitive pricing, and a reputation for quality service.
What are the potential risks of outsourcing mortgage broking tasks?
Risks associated with outsourcing mortgage broking tasks in Australia may include data security breaches, compliance violations, cultural and language barriers, quality issues, communication challenges, and potential impacts on client relationships if not managed effectively.
How can I ensure data security when outsourcing mortgage broking tasks?
Ensure that your outsourcing partner has stringent data security measures in place, including encryption protocols, secure data transmission channels, access controls, compliance with data protection laws, and adherence to industry best practices for safeguarding sensitive client information.
What are the cost implications of outsourcing mortgage broking tasks?
While outsourcing can help reduce operational costs, it’s essential to consider factors such as the outsourcing partner’s fees, exchange rates, service level agreements, potential hidden costs, and the overall return on investment (ROI) when evaluating the cost implications.
How can I manage communication effectively with my outsourcing partner in Australia?
Establish clear communication channels, define roles and responsibilities, provide comprehensive training and documentation, leverage technology for virtual meetings and collaboration, and foster a culture of open communication and feedback to ensure effective communication with your outsourcing partner.
What steps should I take to transition to outsourcing mortgage broking tasks?
Plan the transition carefully, conduct thorough research on potential outsourcing partners, establish clear processes and workflows, provide adequate training and support to your team and the outsourcing partner, monitor performance closely, and address any challenges or issues promptly to ensure a smooth transition.
Hope that clears things up! Anything else you want to know, just talk to us!
If you are ready to grow we are ready to go. One of our outsourcing specialists is waiting to help.
Or Call
Paul Findlay,
Director of Real Estate, APAC.
Mobile: AUS +61 459 199 222
Mobile: NZ +64 9887 1768
