Loan Processing

ValentaBPO NZ > Outsourcing > Loan Processing

Loan Processing

PROCESS CONSULTING, DIGITAL TRANSFORMATION AND OUTSOURCING

A mortgage broker’s skill and value addition are in getting his client the best deal possible, and then effectively structuring it. Our experienced team of loan processors offer quality support, helping mortgage brokers improve efficiency and get more competitive. We also offer outsourced loan processing services and have a dedicated team of loan processors, with experience in taking a deal through to settlement and post-settlement activities.

Mortgage broking too is a complex process requiring regular coordination with the borrower client, solicitor, real estate agent, and the lender. This involves constant client follow up, collection of documents, and keeping all parties updated on the transaction, a time-consuming task. We offer experienced administration professionals completely in sync with procedures, ensuring this task is efficiently managed thereby freeing valuable time.

This apart, we also have in place a dedicated online portal that makes it easy for brokers to collect documents from clients. We have implemented this even though it is not essential to our service, as it helps in the consolidation of documents in one place and improves efficiency.

Loan Processing Functions

  • Fact checks
  • Preparation of serviceability calculators
  • Preparing discharge forms and processing
  • Preparation of compliance documents
  • Preparation of lender's application online or on lender's software
  • Follow up with lenders until settlement
  • Updation of details post settlement
  • Data entry into CRM
  • Ordering valuations
  • Preparing FHOG forms
  • Advise on deal structure
  • Lodgement of the application and supporting documents
  • Provide updates to key stakeholders

Why Valenta’s Outsourced Bookkeeping Services

End-to-end solutions

From managing accounts end-to-end, to following up for relevant information, we offer comprehensive bookkeeping services.

Experienced team

Our team consists of professionals with 500+ years of collective experience in Australian accounting practices. We constantly keep ourselves updated on the laws and guidelines to ensure compliance in all aspects related to accounting.

Extension of your team

Our team consists of professionals with 500+ years of collective experience in Australian accounting practices. We constantly keep ourselves updated on the laws and guidelines to ensure compliance in all aspects related to accounting.

Quickest response time

Our vast expertise translates to a quick response time, something we are recognised for in the industry.

How does Bookkeeping work

Valenta Bookkeeping Solutions

Full Time Dedicated Bookkeeper

40 hours per week

$ 2,200 /per month

Part Time Dedicated Bookkeeper

20 hours per week

$ 1,100 /per month

Full Time Dedicated Bookkeeper

40 hours per week

$ 2,200 /per month

Part Time Dedicated Bookkeeper

20 hours per week

$ 1,100 /per month

Our Services

Need Help ?

Please feel free to contact us and we will get back to you within 1-2 business hours. Or just call us now

+64 226486521

info@valentabpo.com

Software Expertise

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Loan Processing

We understand the day to day life of a mortgage broker. A mortgage broker’s value lies with structuring the deal and getting the client the best deal possible.

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