Client & Broker Support

Assist mortgage brokers in gathering and preparing documentation for loan applications.

Maintain regular communication with clients to collect required information and provide updates.

Answer general client inquiries regarding application progress and documentation needs.

Lender Coordination

Liaise with banks, lenders, and financial institutions to track the status of loan applications.

Submit completed loan files through broker portals or CRM systems.

Follow up on outstanding conditions or additional requirements from lenders.

Documentation & Compliance

Ensure all application documents meet both lender and regulatory compliance standards.

Review client files for accuracy and completeness before submission.

Assist in preparing compliance paperwork and disclosures in accordance with company policies.

Administrative Duties

Maintain accurate client records and update CRM systems regularly.

Schedule client meetings, manage calendars, and support day-to-day broker operations.

Organize digital and physical filing systems for easy document retrieval.

Team Collaboration

Work closely with mortgage brokers, loan processors, and admin staff to ensure smooth workflow.

Contribute to process improvements and share feedback to enhance client service.