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Who I Help

busy and successful female mortgage broker, incorporating some aqua and grey colours.jpg

Mortgage Brokers

Your mortgage broking business is thriving. With a growing client base of homebuyers, investors, and developers, you're securing more loan approvals than ever before. While business is booming, you know that to expand your services and take on more clients, you need efficient support to manage increasing administrative tasks and improve client experience.

Your Goals

  • Provide faster, more efficient service to clients and maintain your reputation.

  • Increase referral partnerships with real estate agents, developers, and financial planners.

  • Free up time to focus on nurturing leads, securing deals, and delivering personalised advice.

How REVS Can Help

✔️ Client Onboarding & Documentation

  • Assist clients with gathering and submitting required documents (e.g., ID, payslips, tax returns, etc.).

  • Pre-screen client information to ensure all necessary details are available before lender submission.

  • Manage online portals to upload supporting documents and ensure applications progress smoothly.

  • Follow up with clients to collect outstanding documents or additional information.

 

✔️ Loan Application Support

  • Prepare lender comparison summaries tailored to each client’s needs.

  • Assist in completing key sections of loan applications to streamline the process.

  • Manage checklists to ensure lender conditions are met.

  • Monitor progress of loan applications and provide clients with status updates.

 

✔️ Client Relationship Management (CRM)

  • Manage CRM platforms like Salestrekker, Mercury, or BrokerEngine to track leads, applications, and settlement milestones.

  • Segment clients to tailor follow-up strategies for first-home buyers, investors, and refinancers.

  • Schedule follow-up calls and reminders to keep clients engaged throughout the process.

 

✔️ Referral Partner Management

  • Assist in nurturing relationships with real estate agents, conveyancers, and developers.

  • Maintain a database of referral partners and track mutual leads.

  • Draft and send thank-you emails, follow-ups, and partnership updates.

 

✔️ Compliance & Documentation

  • Ensure all records are correctly filed to meet Australian regulatory requirements (e.g., NCCP Act compliance).

  • Organise documentation for audits, including client disclosures and credit assessment worksheets.

  • Track key dates like settlement, fixed-rate expiry periods, and annual reviews.

 

✔️ Financial Tracking & Reporting

  • Track commission payments, lender payouts, and referral fees.

  • Maintain expense records to simplify tax preparation.

  • Prepare financial summaries to help monitor revenue growth.

 

✔️ Administrative Support

  • Organise digital filing systems for client records, lender correspondence, and compliance paperwork.

  • Prepare reports and presentations for client financial reviews or partnership meetings.

Impact on Business Growth

  • More Time to Focus on Clients: By offloading admin tasks, you can dedicate more time to providing personalised advice, improving client outcomes, and nurturing referrals.

  • Faster Loan Processing: With improved document management and proactive follow-ups, loan applications are processed more efficiently; helping you meet lender deadlines and boost client satisfaction.

  • Improved Client Retention: Consistent communication ensures clients feel supported throughout their property journey, increasing the likelihood of repeat business and referrals.

  • Stronger Referral Partnerships: By helping you manage your referral partner relationships, you can build stronger connections with real estate agents, property developers, and accountants; driving consistent leads.

  • Increased Revenue Visibility: With clear tracking of commissions, payouts, and expenses, you can better forecast income and identify growth opportunities.

  • Scalable Systems: By building organised workflows, you can confidently expand your client base without compromising service quality or efficiency.

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