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Loan Processing and Packaging Outsourcing

When it comes to loan packaging and processing, there are many low-value tasks involved that consume a considerable amount of time and resources. Having the time to increase capacity in your business and focus on high-value tasks is what will make a real difference to your bottom line.

With an outsourced loan processor, you can focus on these high-value tasks that make a positive impact on your ROI.

How?

With offshore assistance, you could be cutting 2-3 hours out of every loan deal you write. Beepo can help you build a team of highly-trained offshore professionals to perform all of your loan packaging and processing tasks. From packaging to settlement, we have offshore virtual assistants that can help with:

  • Set-up of loan application and data entry in CRM
  • Collect, verify and follow-up supporting documents
  • Prepare loan serviceability calculators
  • Order property valuations
  • Prepare and follow up discharge forms
  • Prepare compliance documents
  • Finalise complete loan 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

In today’s increasingly competitive environment, efficiency is key to business growth and success. Outsourcing loan processing will increase productivity and capacity in your business.

LEARN MORE ABOUT WHAT OUR TEAM DO

 

HEAR WHAT OUR CUSTOMERS HAVE TO SAY

Stuart Pullar
Mortgage Choice

Mortgage Choice in Ashgrove & Stafford mini logo one of Beepo outsourcing's clients.

Talk to us about an outsourcing solution to help grow your business