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.


BOOK AN APPOINTMENT

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!

GET STARTED

Our clients

FAQS

Frequently Asked Questions

Can’t find the answer you’re looking for?

Leave us a message through our contact form and one of our Levera team members will get back to you ASAP!

  • Where is Levera based?

    Our head office is in Melbourne, Australia, while our assistants operate out of our 3 offices in Angeles City, Philippines. Our offices work seamlessly to provide a quality service for both you and your clients.  

  • What does a Levera assistant take care of?

    Your Levera assistant will focus on tasks such as admin, client management and back-office operations, tailored to your business needs. This ensures your client’s experience with your business is smooth and efficient.


  • How do I get started with a Levera assistant?

    It’s simple! Book a chat with our BDM to discuss your needs. We’ll review your systems, match you with the right assistant and take care of onboarding and training.

  • Do I need existing business processes in place?

    Not at all! If you don’t have systems set up, we’ll guide you through tools and processes that work best for your business. We’re here to simplify things, not complicate them.

  • Who trains my Levera Assistant?

    Our team provides your assistant with a 2-4 weeks (depending on their role) intensive training program with our senior staff members. This training can be tailored to your specific requirements. After the Intensive training program has been completed (depending on their role) the Assistant will get hands on experience through our training partners at Link Wealth Group. Your assistant will be fully prepared to start adding value from day one.

  • What times do Levera assistants work?

    Your Levera assistant will work Australian business hours (AEST), from 9:00 AM to 5:30 PM, ensuring seamless communication and workflow.

  • Is hiring a Levera assistant expensive?

    Not at all! Compared to hiring locally in Australia, our services are highly cost-effective whilst not compromising on quality. We’ll cover pricing and options during your meetings with our team.

  • How do you ensure good quality staff?

    Our assistants are interviewed and undergo testing before our team progresses the candidate. All Levera staff hold a university degree and we also continuously provide training where possible and will ask for feedback from you directly to improve the quality of work from your assistant. All Levera assistants work from one of our state-of-the-art office, which includes team leaders and HR to provide support where needed.

  • Where will my Levera Assistants be based?

    Your assistant will be based out of Pampanga, Angeles City in the Philippines. 


    Our office has many other Levera assistants that are also doing similar jobs so they have help and support available, as well as team leaders and HR on the ground to help them.

  • Why should I choose Levera Solutions?

    Our clients have seen a significant increase in hours in their week with the reduction of admin-related tasks. This has given clients more time to work on everything from the growth of their business to scheduling annual leave with confidence. Additionally, their operational costs are lower than if they had decided to hire in-house. With Levera, you'll get highly skilled support without the hassle of managing it all yourself.

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