Mortgage Broker Assistant
Support a broker's day-to-day pipeline — scheduling, pre-submission checklists and client document chasing — as a dedicated right hand.
Application Intake (1:1 support)
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
A broker whose calendar and pipeline are actively managed — because someone dedicated is tracking every file's next step.
What this role owns day to day
Core responsibilities
- Support a specific broker's day-to-day pipeline and calendar
- Prepare pre-submission checklists ahead of file review
- Chase client documents and update CRM records
- Produce simple pipeline reports for the broker
Works inside
Reported on weekly
| Pipeline visibility | Files with current, accurate status |
| Document completeness | Checklists completed before submission |
| Scheduling accuracy | Appointments booked without conflict |
| Task completion | Assigned tasks closed on time |
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 broker needs something done outside the usual checklist — it still gets handled personally instead of being told "that's not really my role."
What stays with your authorised staff
Works to documented procedures; no credit assistance or advice. Administrative and scheduling support only.
The market backdrop for broker assistant 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
- Scheduling and admin fall to whoever has time
- Pipeline visibility depends on the broker's memory
- Client chasing is inconsistent between files
A dedicated broker assistant, outsourced to us
- One resource dedicated to this broker's 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 Mortgage Broker Assistant
Ready to add this role to your team?
Tell us about your broker's pipeline size and current tools — we'll shortlist candidates against your actual task list.