Swamped with deals, admin piling up, or just starting out and not sure where to begin? You’re not alone—and that’s exactly where I come in.
I support Australian mortgage brokers who are juggling clients, lender back-and-forth, compliance checklists, and that growing mountain of admin.
Whether you’re a start-up broker setting up your systems or an experienced broker buried in files, I help get things sorted—fast, accurate, and always audit-ready.
Who I Help:
* Start-up Brokers – From setting up your CRM and ApplyOnline access to building out servicing tools and internal procedures, I help get your back-end operations running smoothly from scratch.
*Busy Brokers – Need someone to step in and keep files moving? I handle your CRM completion, broker notes, AOL lodgements, file organization, servicing calcs, product comparisons, welcome packs, and client follow-ups.
*Brokers Looking for Per-Deal Help – Just need support on certain files or during busy periods? I quietly step in where needed, whether it’s onboarding, compliance checks, or post-submission work.
(If you've ever said, “I just need someone to do this for me,” I’m that someone.)
What I Do Best:
*End-to-end loan processing – onboarding to post-settlement
*AOL lodgement & lender follow-ups
*CRM management – SalesTrekker, GEM, Infynity, Mercury, and more
*Servicing & Product Research – PAYG, self-employed, trusts
*Compliance & Aggregator checklist prep – audit-ready every time
*Fraud prevention – ID, income, ABN, employment checks
*Document review & sorting – clean, named, and upload-ready
*Admin & Executive Support – calendar, inbox, reminders, lead tracking
*Client touchpoints – welcome emails, follow-ups, milestone check-ins
Support Options:
*Project-Based – Need help on a per-deal basis. Just ask!
*Hourly or Monthly – Retainer, part-time, or ad hoc options available
*Rush-Ready – Need someone who can jump in right now? I’m responsive to urgent and last-minute requests
Why Brokers Like Working With Me:
*I understand the real-life struggles of a broker—last-minute settlements, clients ghosting, lenders chasing one more doc... I’ve lived it with you.
*I take the admin weight off your shoulders so you can do what you’re great at—closing loans and growing your business.
*I’m detail-focused, self-managed, and always thinking one step ahead.Let’s make your workflow easier.
I’ll help you stay on top of your deals, keep your CRM clean, and your compliance on point. Message me if you’d like to see my service menu or chat about how I can support you.
Verified