The financial services industry continues to navigate changing regulatory requirements and lending policy changes while trying to exceed customers' expectations in a competitive environment. Excessive data entry requirements leave brokers time-poor, hindering their ability to generate new business and grow. Outsourcing allows your company to keep up with market changes and improve client service quality.

Tasks You Can Outsource:

• Preparation of NCCP documents

• Lodgement

• Pricing new applications

• Re-pricing existing clients and applying pricing to loans

• Ordering valuations

• Preparing loan serviceability calculators

• Financial analysis of data to identify servicing

• Client retention activities

• Creating templates/spreadsheets

• Summarizing lender policies and changes

• Loan maintenance

• Processing applications for equipment finance

• Preparing financial reports for client mining

• Arranging insurance quotes

• General administration support