SIMPLE LOAN PROCESSING & COMPLEX LOAN PROCESSING
- Generate property valuation reports for properties involved within the loan application.
- Encoding client details on CRM to help you maximize your time with other more important tasks.
- Progress leads into loans on the CRM and progress applications in Apply Online with supporting documents uploaded into the system, ready for your review and submission.
- Fill in manual loan application and compliance forms.
- Consolidate needed supporting documents and update you with the list so it will be easier for you to follow-up with your clients.
LOAN AUDITS
Compliance to loan policies and procedures is essential for you as a mortgage broker. Hence, doing an audit for each of the approved loan applications you’ve had is a requisite. Having years of experience and expertise with this matter, we can assist you in dealing with these loan audits.
SOCIAL MEDIA
Social media not only bring leads to your website, it may also be a way for leads to be converted into clients and hence profits! Thus, it is important to regularly update your social media accounts with news about your company as well as new biogs that are published on your website. We can help you manage your social media to optimise the opportunities they present for you and your business.
FILE MANAGEMENT
Got a bunch of client documents and files that need to be sorted out? Don’t have the time to get into it yet? We can help you sort and file each document into their respective client files.
EMAIL CAMPAIGNS
Sending newsletters and email campaigns to your clients and contact database to let them know of the recent news about you and your company. You can also use email campaigns for generating surveys, announcing for competitions, and advertising your company.
We can help you gain more time to become more productive by assisting you from loan processing up to your online marketing campaigns. With the right advise we provide, you can be more organised with your processes.
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