Our team of skilled remote assistants are geared to help take care of your day-to-day administrative tasks. Always abreast of the latest technology and procedures, we understand each client’s individual administrative needs, and provide customised solutions. Whether you are an independent finance broker or a broker firm with many employees, we can help you save both time and money by looking after your applications.
Services
Reviewing client documents
Application online data entry
NCCP document preparation
Application lodgement
Valuation ordering
Discharge documents for refinancing
Lender pricing requests
Servicing calculations
Conveyance/Solicitor follow up
CRM data entry
Settlement facilitation
Borrower email updates
Qualifications and Skills
Professional Qualifications
Qualified/ Part Qualified in ACCA / CIMA / CA / CMA/ CPA
Bachelor of Finance / Accounting / Business Administration