Your Virtual Partner
Per Deal Service

Smart Support, One Loan at a Time

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Per Deal Application

How It Works

We offer flexible service options, from basic lodgement to a comprehensive end-to-end solution, so you can choose the level of support that best meets your processing needs.

1 Broker Prepares the Deal +
2 Payment for the Service +
  • Broker pays the per deal processing service fee through the agreed payment method.
  • Payment to be done using the link below.
  • Payment confirmation is recorded before proceeding.
Kickstart Your Deal
Service Tier
Pre-lodgement to Lodgement
End to End Service
Pricing (Plus GST)
$159 + GST
$279 + GST
Commitment
No minimum commitment
No minimum commitment

Service Inclusions:

Feature / Service Component
Pre-lodgement to Lodgement
End to End Service
File Naming Convention
Ordering Valuation
Check Servicing
Check Lender Policy
Apply Pricing
CRM Update and/or Data Entry
Issue Compliance Docs
Complete AOL Loan App or Simpology
Doc Upload & Lender Submission
Missing Information Request (MIR)
Follow Up Lenders for Formal Approval
Assist Clients with Documents Signing
Follow Up Solicitors
Follow Up Lenders for Settlement
Confirm Settlement
3 Broker Prompt to Send File +

Once payment is confirmed, broker receives an automated prompt or reminder:

  • Send the deal application via email.
  • Share supporting documents via a Google Drive link (organised in folders if possible).
4 File Assigned to Processing Support +
  • File is assigned to an available Processing Support Team Member.
  • Processing Support acknowledges receipt of the file by email.
5 Initial Review & Missing Information Request +
  • Processing Support team member reviews the submitted file.
  • If anything is missing or unclear, a Missing Information Request (MIR) is sent to the broker. Missing information may cover any missing information on the fact find to allow us to continue data entry on the CRM and will be required onto the application platform.
6 Process Application in CRM & Online Platform +

Once all MIR docs are received:

  • Processing Support inputs all data into the CRM and the online application platform.
  • Completes the application in line with the broker's instructions.
  • Will check servicing according to documents and the servicing calculations provided by broker, and will request clarification if there is a discrepancy.
7 Compliance Signatures & SOCA Final Check +

Processing Support sends the broker:

  • Any compliance forms requiring broker or client signatures.
  • A final Statement of Credit Assistance (SOCA) for broker to check and approve.
Fact Find Form AOL Checklist

Disclaimer: The Fact Find Form we provide is optional. If you already have your own Fact Find Form, feel free to use it instead. Please ensure that all AOL requirements are properly completed and uploaded to avoid delays in processing your mortgage deal.

8 Lodge with the Lender +

After receiving final approvals and signatures:

  • Processing Support lodges the application with the lender.
9 Return Completed File to Broker +

After successful lodgement, Processing Support compiles and organises all documents into three folders:

  • 1. Compliance – All Docs
  • 2. Lender Docs
  • 3. MIR Docs
  • All folders are returned to the broker (via email link or Google Drive).
  • All documents are named using our own naming convention to assist the broker with any audit requirements.