Mortgage Broker Assistant VA
A senior mortgage broker assistant who packages loan applications, chases documents, liaises with lenders and keeps borrowers informed from application to settlement, so your brokers can write more loans without paperwork slowing them down.
- Top 1% vetted talent
- No lock-in contracts
- Replacement guarantee
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Hourly rates · No lock-in contracts
Description
A Mortgage Broker Assistant VA handles much of the administration behind a mortgage application, including collecting borrower documents, packaging submissions, checking lender policy and tracking files through to settlement. They can liaise with lenders and other parties and keep borrowers updated throughout the process. Outsource Teams provides top 1% vetted talent with mortgage industry experience, no lock-in contracts and a replacement guarantee, while the client's licensed broker remains responsible for credit advice.
Responsibilities
- Collect and verify borrower documents, including identification, income, assets and liabilities.
- Package and submit loan applications through lender portals and aggregator software.
- Complete serviceability calculations and lender policy checks before submission.
- Track applications through assessment, conditional approval, valuation and formal approval.
- Liaise with lenders, solicitors, conveyancers and real estate agents to move files to settlement.
- Keep borrowers updated at each milestone and respond to their questions promptly.
- Prepare compliance documents such as credit guides, preliminary assessments and privacy consents.
- Maintain the CRM with accurate file notes, dates and lender communications.
- Manage post-settlement tasks, including rate reviews and annual client check-ins.
- Monitor lender turnaround times and policy changes and brief the broker.
Software & Tools
Requirements
- 5+ years supporting mortgage brokers or lenders in Australia, the UK or the US.
- Proficient in aggregator and CRM tools such as AFG Suite, Mercury, Salestrekker, MyCRM or Encompass.
- Strong knowledge of lender policies, serviceability and responsible lending documentation.
- Supports the client's licensed broker, who provides the credit advice and holds the accreditation.
- Clear, warm English communication with borrowers and lenders by phone and email.
- Certificate IV in Finance and Mortgage Broking or a similar qualification is an advantage.
- Home office with a fast, stable connection and backup power, so lender calls and portal submissions are never interrupted during the client's business day.
Frequently Asked Questions
What can they manage?
They can collect and verify borrower documents, prepare loan applications, run serviceability checks, monitor approvals and coordinate settlement.
Can they communicate with lenders and borrowers?
Yes. They can liaise with lenders, solicitors, conveyancers and agents and keep borrowers informed throughout each stage.
What systems can they use?
They can work with Mercury, ApplyOnline, Salestrekker, Microsoft Excel, DocuSign, Google Workspace, Encompass, Arive, Mortgage Brain and Twenty7tec.
Who provides the credit advice?
The client's licensed broker remains responsible for providing credit advice and holding the relevant accreditation.
How much does it cost?
Rates are listed in USD at $7 per hour for entry-level talent, $9 per hour for intermediate and $12 per hour for senior talent. Both full-time and part-time options are available.
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