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
$159 Per Deal – Support Package
$279 Per Deal – End-to-End Support Package
Pricing (Plus GST)
$159 + GST
$279 + GST
Commitment
No minimum commitment
No minimum commitment

Service Inclusions:

Service
$159 Per Deal – Support Package
$279 Per Deal – End-to-End Support Package
Document Organisation
Documents named, sorted and organised for submission
Full document management and submission preparation
Fact Find Review
Review submitted information for completeness
Full review and validation of client information
Supporting Document Check
Basic document review
Detailed verification of payslips, bank statements, valuation reports, pricing and supporting documents
Servicing Assessment
To be provided by broker. If a completed servicing calculator is provided, we can populate the lender calculator
Review servicing position and calculate funds required to complete
Missing Information Request (MIR)
Identify and provide any missing information required for submission
Identify, manage and follow up on all MIR requirements through to completion
CRM Data Entry
Complete CRM data entry and ensure all required information is captured
Complete CRM data entry and ensure all required information is captured
Lodgement Preparation
Prepare and lodge the application via AOL, excluding compliance documents
Prepare and lodge the application via AOL, including compliance documents
Lender Submission Support
Manage final application submission to the lender
Manage final application submission to the lender
File Follow-Up
Not included
Ongoing follow-up of the application with the lender through to outcome
Settlement Support
Not included
Manage the file through to settlement, including settlement coordination and follow-up
CRM Compliance Upload
Not included unless requested
Upload compliance documents to CRM and provide confirmation email
Final File Handback
Not included
Return a fully organised file with Compliance Documents, Lender Submitted Documents and MIR Documents folders

Pricing: The $159 Support Package is available up to AOL lodgement. For brokers who want a fully managed process, the $279 End-to-End Support Package provides ongoing support from document review and lodgement through to MIR management, lender follow-up, application outcome and final file handback.

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.