Documents and loan preparation
- Supporting document management: filing, renaming, organisation
- Loan preparation, including credit checks
- Data entry and document upload to MyCRM, AOL, Simpology and others
Mortgage Services
Mortgage Process Outsourcing Services
From scenario research to lodgement and settlement follow-ups, our team handles the every stage of the mortgage loan process so that you can serve more applications without additional overheads.
30%Reduced TAT
99%SLA Compliance
30+ HoursSaved Per Week
THE PROBLEM WE SOLVE
Grow Your Mortgage Brokering BusinessWithout Growing Your Overheads.
As your mortgage brokerage grows, so does the work behind every loan. From collecting client documents and preparing applications to tracking lender updates and coordinating settlements, the workload can quickly build up.
That's where Proowrx comes in. More than just an outsourced team, Proowrx works as an extension of your brokerage, keeping mortgage loan processing on track from application to settlement.
Fewer Delays
Reduce application delays by keeping documents organised and following up on outstanding requirements.
Files on Track
Keep every file on track with consistent application monitoring and lender follow-ups.
More Time for Clients
Save more time for building client relationships by delegating back office processing and administrative tasks.
Scale Without Hiring
Handle growing application volumes without having to expand your in-house team for every increase in workload.
Service Models
Three Ways to Work With Us
Start with the model that matches how your business runs today. You can change as you grow.
01
Pay per application
Service-based processing priced per file, from assessment only to full lodgement and tracking.
02
Para broker
Detailed research, lender recommendations, submission packaging and post-settlement support.
03
Dedicated resources
Part-time or full-time specialists working as an extension of your team.
What’s included
What’s Included in Our Processing Service
Every file is prepared, lodged and followed up by a team that knows lender requirements and compliance obligations.
Processing
- Prepares the serviceability calculator
- Prepares the lender’s file
- Orders valuation and pricing
- Review and signature collection
Lodgement and tracking
- Prepares the bank file for lodgement and attaches NCCP and other support files to your CRM
- Application lodgement
- Post-lodgement follow-ups with lenders for timely assessment and approval
- Keeps you updated all the way to settlement
Compliance
- Reviews signed documents to keep you compliant
- Compliance checks and audits
Processing Outputs
- Lender application form
- NCCP documents
- Lender serviceability calculator
- Discharge form(If applicable)
- FHOG(If applicable)
- Other FHLDS forms(Depending on lender requirements)
One File, Five Stages
Scenarios, lender policy and borrowing capacity across potential lenders.
Pay per application
Pay as Each Loan File Gets Done
Get your loan files processed from $160 with a flexible pay-per-application model. Pay only for the applications you get processed, without the ongoing overhead of an in-house team.
Research & Scenario
$100/ file
No minimum
Research
- Scenario research activity
- Lender policy research
- Borrowing capacity across potential lenders
- Lender recommendation with an alternative
Lodge & Track
$160/ file
Minimum 5 cases commitment (pre-paid)
Intake
- Supporting documents checked and attached
Processing
- Servicing calculator and application pricing
- Aggregator CRM and Apply Online data entry
- Bank file prep, TFN/CRN removal
- FHOG and discharge forms
Valuation
- Valuations managed and followed up
Tracking
- Follow-up with lenders
- Follow-up with solicitors for settlement
Assess, Lodge & Track
$250/ file
Minimum 5 cases commitment (pre-paid)
Includes both packages
- Research & Scenario ($100 separately)
- Lodge & Track ($160 separately)
Save $10 per file vs. buying separately
One file, one price, one team from first scenario to settlement.
Para broker
Para Broker Support
An experienced team that works your files from scenario to post-settlement.
Research and structuring
- Detailed scenario search
- Detailed policy research
- Borrowing capacity calculations
- Send scenarios to lenders and BDMs
- Funding position and product comparison
- Lender recommendation and alternative option
Submission
- Document identification and collection
- Submission packaging
- Compliance check
- Data entry in CRM: MyCRM, AOL, Simpology and others
- Contact with client pre-submission (if required)
- Work on credit-related MIRs with the assessor (post-submission)
After settlement
- Post-settlement support
- Loan increase and refinancing
- Additional admin-related work
Dedicated Resources
Dedicated Resources Model
Specialists who work as part of your team, on the schedule that suits your volume.
Loan Processing Specialist
Manages end-to-end loan application workflows from data entry to submission. Ensures complete documentation accuracy to fast-track lender approvals and reduce turnaround times.
Credit Analyst (Research Analyst)
Evaluates borrower financials, borrowing capacity, and credit history against lender policies. Prepares comprehensive scenario research and structuring notes to mitigate risk.
Post-Settlement Specialist
Handles post-approval compliance, broker-client follow-ups and settlement tracking tasks. Ensures all lender conditions are seamlessly met for a smooth, hassle-free handoff.
Mortgage Sales Support Specialist
Drives lead nurturing, appointment setting and pipeline management administrative tasks. Frees up your sales team to focus entirely on client-facing meetings and closing deals.
Explore Our Digital Marketing Services, Custom-Tailored for Mortgage Brokers
Processing keeps your pipeline moving. Marketing keeps it full.
Common Questions
Your Questions Answered
Quick answers for brokers considering processing or dedicated back-office support.
Which parts of a mortgage application can Proowrx support?
Support can cover CRM entry, document checks, compliance preparation, lender submission, conditions, valuations and post-lodgement follow-up according to your workflow.
Do brokers retain control of client advice?
Yes. Your brokerage retains the client relationship and all advice responsibilities while Proowrx supports agreed administrative and processing tasks.
Can you work with our aggregator CRM?
We onboard resources around the systems and process used by your brokerage, subject to the access and controls you approve.
Is support available for changing application volumes?
Yes. Pay-per-application and dedicated resource options accommodate different workflow and volume requirements.
