Six brokers. Eight to twelve applications a week. And a fact-find where someone put the income figures from the conversation instead of the actual payslips.
"Yeah look, I've got the bank statements and the rates notice. What I still need is the most recent group certificate and your two latest payslips. Can you get those across before lunch so I can lodge today?"
The role she fills: Doc-list chasing, bank-statement pre-read, AOL pre-fill support, conditions-chasing sequence, settlement-deadline tracking.
Connected systems: Connective Mercury, ApplyOnline (AOL), DocuSign, Annature, Equifax broker tool, Excel.
Reads the bank statements, chases the doc list, and tracks every condition to unconditional. Every application stays on the broker's network.
Pipeline support for your broking practice. Chases the doc list, pre-reads the bank statements, and tracks every condition to unconditional. Borrower data stays on your network.
