Hire a dedicated mortgage broker assistant that works as an extension of your in-house team.
Unlock continuous productivity and dependable support with skilled offshore talent designed to work in sync with your business.
Global Talent, Local Impact: Your offshore mortgage broker assistant delivers the same professionalism, attention to detail, and compliance awareness as an onshore team member without the overhead costs or logistical challenges of local hiring.
Business Continuity Support: With talent across multiple time zones, your loan documentation, client follow-ups, and lender communications keep progressing even after office hours, ensuring faster turnaround and smoother settlements.
Scalable Role Evolution: As your brokerage grows, your offshore mortgage broker assistant can upskill to manage more complex loan files, CRM systems, and client communications providing ongoing value and long-term support.
Free up your brokers’ time and keep your loan pipeline flowing by delegating these essential tasks to a dedicated mortgage broker assistant:
Manage loan application documentation and verify client information for accuracy and completeness.
Coordinate with lenders, aggregators, and clients to ensure smooth progress from pre-approval to settlement.
Update CRM systems, maintain client records, and manage follow-ups to support a seamless client journey.
Prepare loan comparison summaries, compliance reports, and settlement packs for review by your mortgage team.
Choose from three levels of mortgage broker assistants depending on the complexity of your needs and the stage of your business:
The key standards we uphold to ensure every hire is a strong addition to your business.
Your outsourced mortgage broker assistant comes equipped with experience in mortgage documentation, credit analysis, and CRM tools, ensuring fast, accurate, and compliant loan processing.
We align your mortgage broker assistant with your company’s client service standards and communication style, promoting a smooth working relationship and consistent professionalism.
When required, your assistant can hold or pursue mortgage administration certifications or aggregator-specific training to strengthen accuracy and compliance support.
Every mortgage broker assistant is backed by PeoplePartners’ HR, IT, and operational infrastructure, ensuring uninterrupted productivity and reliability.
Ash Shenker
Australian Fitness Academy
Whilst I was initially skeptical of their ability to find the right person to meet our organisational needs, they found the absolute perfect fit in someone who had the specific skills and experience, combined with an incredible work ethic. It’s fair to say our venture into offshore recruiting via PeoplePartners has been a clear success!
Ryan Dreves
The Allied Health Team
I had a couple of years working with virtual assistants and working with PeoplePartners versus working with virtual assistants are two very different things. When working with PeoplePartners, you’re working with a team. I can’t believe it took me working in business for 12 years to know that something like PeoplePartners even exist because I could not go back.
Darrel Vecchio
Bizmatrix
The investment with PeoplePartners means that the fee you pay covers everything—you won’t have to worry about onboarding, managing staff, or advertising to fill roles. They manage the whole process for the whole cost. It’s about less than half.
Paul Leeden
ARO College
I was a little bit dubious that absolutely, we’ll be able to find someone that meets our needs and was vitally impressed by the quality of the candidates that we saw and happy to be wrong on this occasion and happy to continue.
Matt Peachey
The Learning Resources Group
Partnering with PeoplePartners takes a lot of pressure off… without having to pay a huge fee, because you can do that domestically, but the cost on that is ridiculous and prohibitive.
Simon Gazia
LTT Group
We’ve been very pleasantly surprised. The longevity of PeoplePartners shows that it is a sustainable model and that’s what we at LTT are keen to work with.
Alexis Watt
Skilled Advisory
It’s in PeoplePartners name, right? They’re partners. They’re not just a labour supplier. They’re motivated by your business improving. They take the time to understand not just the role that’s being examined, but the total structure and culture of the business. That takes the relationship beyond the pure transaction of all.
Will Swayne
Broker Engine
Kieran Carrigan
TutisVreddo
I had spoken to a number of BPOs, but they were either too expensive or didn’t have sufficient security and monitoring protocols. PeoplePartners have really delivered for us.
Julie Rice
Redmako Learning
They’ve managed to find the perfect set of solutions to support small, medium and enterprise business by combining the best of both worlds – work from home AND off-shoring.
Tell us your hiring challenges—we’ll map out a custom offshore solutions plan to address them.
We recruit, onboard, and integrate tailor-fit offshore talents who align with your business’ core values and unique culture.
Your new team steps in to fulfil their role, driving efficiency and giving you more time to focus on your core goals.
You can delegate document collection, client communication, data entry, lender follow-ups, CRM updates, compliance checks, and pipeline reporting. Tasks can be customized based on your loan volume and system setup.
No. Our offshore mortgage broker assistants are trained in professional English communication and can align with your preferred time zone for real-time collaboration and client responsiveness.
PeoplePartners follows ISO-certified security protocols and enforces strict confidentiality agreements. All assistants use secure, cloud-based systems to handle sensitive client and financial data.
Junior assistants focus on documentation and basic CRM management, intermediate assistants coordinate communication and reporting, and senior assistants oversee full loan processing, compliance, and client experience.
We simplify onboarding by helping you define processes, integrate communication tools, and align workflows. Most brokerages are fully operational with their new assistant within just a few days.
Tell us how we can support your business, and we’ll get back to you shortly.
