MORTGAGE BROKING ASSISTANTS (MBA)
Our Mortgage Broking Assistants handle the admin, so you can focus on getting the best deals for your clients.
Leave the loan paperwork to us and close more deals
As a mortgage broker, your focus should be on guiding clients through one of the biggest financial decisions of their lives. But each day, you’re also met with endless paperwork, lender follow-ups, compliance requirements and client updates. These admin tasks add up fast, making it hard to give your clients the personalised experience they deserve.
That’s where our Mortgage Broking Assistants step in. With their industry knowledge and specialised support, our assistants tackle the time-consuming work behind the scenes, keeping the process moving smoothly while you focus on building client trust, finding the best deals and growing your business.
Leave the admin to us
What Levera MBA's can do for you!
Loan Application Management
Your MBA can manage each step of the loan application process, from collecting required documents to preparing applications, ensuring everything’s accurate and ready for submission, and keeping the process smooth and on track.
Lender Coordination
Communicating with lenders takes time, so we handle the follow-ups, track applications and ensure any further information is gathered if required. Your MBA can keep everything on schedule, saving you the back-and-forth.
Document Prep & Serviceability
Your MBA can prepare all necessary documents, from initial applications to detailed serviceability calculations. your MBA can double-check everything, ensuring accuracy and compliance to reduce back-and-forth and create a smooth experience for your clients.
Product Comparisons
Giving clients the best options means understanding their choices. Your MBA can provide thorough product comparisons, highlighting the differences between loans so you can easily explain them to clients. This can save you hours of research and can give clients confidence in their decisions.
Property Valuations & Follow-Ups
Ordering property valuations and following up on them is another task we handle, helping you offer timely advice based on the most recent valuations. Your MBA can manage the details, so you’re always equipped with up-to-date information.
CRM Management & Data Entry
Your client information is only valuable if it’s organised and accessible. Your MBA can help to keep your CRM updated, handling all data entry, client details and documentation, so you have everything you need at your fingertips without the extra admin work.
Post-Settlement Support
Your MBA's support doesn’t stop at approval. They can handle all post-settlement activities, ensuring a smooth transition for clients even after their loan has closed. They can handle paperwork and check-off items to wrap things up seamlessly.
Ad Hoc Admin Tasks
Your MBA is flexible to your needs. Any extra tasks or last-minute requirements? They can help to take care of it, keeping your schedule free to focus on new clients and strategic work.
The smarter way to run your business
Why It Matters
Every hour you spend on admin is an hour you’re not helping new clients or expanding your network.
More Than Just Support
Our team understands the ins and outs of mortgage broking. Trained to step right into your workflow.
We’re Here to Help
With our support, you can handle more clients, reduce turnaround times and streamline your business without drowning in admin.
HIRE A MORTGAGE BROKING ASSISTANT TODAY!
Our clients
FAQS
Frequently Asked Questions
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Leave us a message through our contact form and one of our Levera team members will get back to you ASAP!