Services Offer

  • Acts as an extension of the broker, managing the loan process end-to-end.

    Key Responsibilities:

    • Full CRM ownership (ApplyOnline and CRM)
    • Client support and needs analysis assistance
    • Application preparation, submission, and management to settlement
    • Lender, BDM, and credit assessor liaison
    • Conditions to unconditional management
    • Compliance packaging (NCCP, BID, VOI)
    • Post-settlement follow-ups and repricing support

    Autonomy: High

  • Manages loan processing with broker-led credit strategy.

    Key Responsibilities:

    • CRM setup and maintenance
    • Document collection and verification
    • Application submission based on broker direction
    • Lender follow-ups and status updates
    • Conditions management to unconditional
    • Compliance checklist support

    Autonomy: Medium–High

  • Execution-focused support for standard loan scenarios.

    Key Responsibilities:

    • CRM preparation and data entry
    • Gameplan preparation for broker review
    • ApplyOnline build and submission (after approval)
    • Conditions tracking to unconditional
    • Basic client updates

    Autonomy: Medium

  • Front-end preparation

    Key Responsibilities:

    • CRM setup and data cleansing
    • Document checklist management
    • Gameplan draft preparation
    • ApplyOnline preparation up to submission readiness

    Autonomy: Low–Medium

SPECIAL PROJECT - ANNUAL REVIEW / RETENTION SUPPORT

Recognising the importance of timely action in managing existing mortgage clients, AccelPro delivers structured and dependable turnaround times for annual review and repricing projects. Our benchmarks are aligned with Australian mortgage industry standards, enabling brokers to proactively review client portfolios, identify repricing and restructure opportunities, and strengthen long-term client retention.

Supported by robust internal controls and dedicated Virtual Assistants (VAs), we ensure each review is executed with consistency, accuracy, and professionalism. This allows brokers to meet best-interest obligations confidently—while maintaining momentum across both client retention initiatives and new business opportunities.