Mortgage Assistants Built for Australian Brokers

PeopleSync provides experienced, Australian trained mortgage assistants who support brokers across the full loan life cycle, from first client onboarding through to settlement and post settlement follow ups.

Our team includes loan processors and credit analysts who take the admin heavy processing workload off your plate, so you can stay focused on what drives growth. That means more time for client relationships, smarter deal strategy, and writing more business.

We understand how brokers work and what Australian lenders expect. With strong knowledge of aggregator platforms and broker workflows, we deliver accuracy, speed, and reliability at every step.

What We Support Across the Loan Life Cycle

Core Mortgage Assistant Support

Our mortgage assistants can help with:

• Collecting and reviewing client documentation
• Data entry and file management in broker CRMs
• Preparing and submitting loan applications
• Ordering valuations and managing lender conditions
• Liaising with lenders, BDMs, conveyancers, and solicitors
• Tracking applications through to settlement
• Maintaining compliance and audit ready files
• Post settlement follow ups and pipeline reporting

Credit Assessment Support

If you need deeper file review and servicing work, our Credit Assessment support can help with pre submission analysis and loan preparation.

Responsibilities include:

• Taking over the application after your initial client conversation and reviewing the file from scratch
• Analysing income, expenses, liabilities, and credit position to calculate servicing and borrowing capacity
• Reviewing lender policies and recommending suitable lender options based on the client’s profile and goals
• Identifying gaps, risks, or missing documents before submission
• Preparing and completing the application in ApplyOnline so it is compliant and ready to submit

Loan Processing and Settlement Support

For post submission management and smoother settlements, our Loan Processing Support helps you stay on top of milestones and communication.

Responsibilities include:

• Submitting the loan application to the chosen lender
• Following up on key milestones including:
  • Missing Information Requests (MIR)
  • Conditional or Formal Offer
  • Lodgement (LOD) confirmation
  • Settlement progress
• Keeping brokers and clients updated throughout the process
• Ensuring documentation and compliance requirements are completed prior to settlement
• Coordinating settlement with all relevant parties and confirming successful disbursement

Systems and Tools We Work In

Our assistants are familiar with the systems brokers use every day, including:

• ApplyOnline
• Mercury Nexus
• Australian lender portals
• Excel for serviceability calculations and tracking

Lender Exposure

We work confidently across a broad mix of Australian lenders, including:

• Major Australian banks
• Tier 2 and non bank lenders
• Specialist and alt doc lenders

Security, Compliance and Confidentiality

We take privacy and compliance seriously.

• Our team is trained in Australian data privacy and confidentiality standards
• We operate under strict NDA and non solicitation agreements
• We follow ISO 27001 aligned processes to support secure handling of client data

Why Choose PeopleSync

• 2 plus years of Australian mortgage industry experience
• Dedicated assistants who integrate smoothly into your team
• Aligned to Australian business hours for real time support
• A reliable support partner to reduce workload, improve turnaround times, and lower staffing costs without compromising quality or compliance

Ready to streamline your mortgage workflow? Talk to us to see how PeopleSync can support your brokerage.