Broker Support Officer
Manage broker diaries, chase client documents and prepare files for submission — keeping the pipeline moving so brokers can focus on clients.
Application Intake
Gather client documents and prepare files for submission.
Processing & Packaging
Verify documents and lodge applications with lenders.
Credit & Compliance Prep
Prepare serviceability and compliance documentation for review.
Settlement
Coordinate settlement bookings and clear conditions.
Client Service
Keep clients updated through every stage of the loan.
Five reasons clients stay past the first hire
One resource, only yours
No shared queue, no rotating cast. Your dedicated resource works exclusively for you and stays.
25 years of Australian market experience
Founder Rohit Sahdev's 25 years in the Australian market, including senior leadership at Telstra, shape how every dedicated team is managed.
You always know what your team is doing
Every dedicated resource works behind Screenshot Monitor — auditable activity and reporting, not a black box.
No more "That's not my job."
Your dedicated outsourced resource adapts to what your business needs, takes ownership and grows their career by stepping up to new challenges.
Capacity without the hiring squeeze
Skilled and reliable operational talent is harder to hire locally right now. A dedicated resource adds capacity without adding to that pressure.
The outcome this role is built for
Faster file progression to "submission-ready" — because someone is actively chasing documents instead of waiting for clients to send them unprompted.
What this role owns day to day
Core responsibilities
- Manage broker diaries and client file preparation
- Chase outstanding documents from clients on a defined schedule
- Maintain accurate, up-to-date aggregator CRM records
- Prepare application packs ready for broker review and submission
Works inside
Reported on weekly
| Turnaround time | Time from instruction to file ready |
| Document completeness | Files with all required documents on first pass |
| Backlog | Outstanding client requests aged |
| Quality audit | Spot-checked file accuracy |
Works your hours. Picks up the work.
Australian business hours
Aligned to your primary time zone and holiday calendar for day-to-day coverage.
9am–5pm style coverage, matched to your roster
Extended coverage
Stretch shift start/end times around settlement deadlines and month-end peaks.
Early-start or late-finish shifts, by agreement
Peak-season scaling
Additional dedicated resources during EOFY and peak refinance periods.
Scale up seats for seasonal volume, scale back down after
What "no that's not my job" looks like in practice: a client is slow to respond and the request doesn't fit a standard reminder template — it still gets a personal follow-up instead of sitting in the queue.
What stays with your authorised staff
Works to documented procedures; approvals, payments, regulated decisions and physical/site work remain with authorised local personnel.
The market backdrop for broker support hires
of Australian small businesses expected difficulty meeting financial commitments in June 2026.
Australian wage growth over the year to the March quarter 2026 (3.2% in the private sector), raising the cost of hiring locally.
of Australian businesses reported rising operating expenses in June 2026 — 65% citing overheads, 40% citing staffing costs.
Statistics checked in July 2026 from the Australian Bureau of Statistics and ServiceNow. See our Challenges We Solve page for full sourcing and context.
The same skillset, in industries with their own paperwork-heavy pipeline
Strip away the lender-specific tools and this role is a recognisable shape: gather documents, verify them against a checklist, and move a case through defined stages against a deadline.
Doing this in-house with stretched staff, or paying a third party
- Document chasing competes with other priorities
- Files sit incomplete longer than they should
- Brokers do their own admin instead of advising
A dedicated broker support officer, outsourced to us
- One resource whose only job is your file pipeline
- Reports to your own broker or office manager, not a third party
- Same Screenshot Monitor transparency, direct to you
Real Estate & Property Management
Listing and tenancy-application intake follows the same document-chasing shape as loan intake.
PropertyMe · CRMRecruitment & Staffing
Candidate document collection and compliance checks mirror this intake role closely.
ATS/CRMAccounting & Bookkeeping
Client document chasing for BAS and tax season is the same coordination job in a different calendar.
Xero · document portalsFinancial Services & Insurance
Policy and claims intake share the same document-verification discipline.
Policy/claims systemsNo guessing what this role worked on. Full sample report on the Mortgage Broking page →
Discovery, role design, and a candidate you interview yourself.
You define outcomes, tools and work hours. We source, screen and put forward candidates you interview and approve. Once live, your resource follows your systems, escalation model and reporting cadence — reviewed together on a schedule you set.
Questions about hiring a dedicated Broker Support Officer
Ready to add this role to your team?
Tell us your file volumes and current CRM — we'll shortlist candidates against your actual task list.