Transform Your
Mortgage Broking Practice

A mortgage broking assistant is a professional who supports mortgage brokers in managing the loan application process.

They handle administrative tasks, assist with client communication and document preparation, and ensure that all necessary paperwork is completed accurately and efficiently.

Engaging a mortgage broking assistant can save time and reduce the administrative burden on mortgage brokers.

They help ensure the loan application process runs smoothly, allowing brokers to focus on finding the most suitable mortgage products for their clients and providing expert advice.

• Gathering and organising client documentation
• Preparing and submitting loan applications
• Communicating with lenders and clients to ensure timely processing
• Tracking the progress of loan applications
• Assisting with any additional administrative tasks as needed

• Industry Knowledge: Understanding the mortgage broking industry, including various loan products, lender requirements, and market trends.
• Technical Skills: Training on specific software and tools used in the mortgage broking process, such as loan origination systems and customer relationship management (CRM) platforms.
• Compliance and Regulations: Education on legal and regulatory requirements to ensure all processes adhere to industry standards.
• Customer Service: Developing communication skills to interact professionally with clients and lenders, ensuring excellent customer service.
• Administrative Skills: Training on efficient document management, application preparation, and tracking systems to streamline the loan process.

• Initial Orientation: Introduction to the company culture, values, and mission. New hires learn about VBP’s services, clients, and expectations.
• Training Programme: Comprehensive training as outlined above, covering industry knowledge, technical skills, compliance, customer service, and administrative tasks.
• Mentorship: Assignment of a mentor or experienced team member to provide guidance and support during the initial phase. This helps new assistants acclimatise to their role and responsibilities.
• Shadowing: Opportunities to observe and learn from experienced mortgage broking assistants, gaining practical insights into day-to-day operations.
• Hands-on Practice: Gradual involvement in real tasks and projects, with supervision and feedback to ensure accuracy and efficiency.
• Performance Review: Regular check-ins and performance evaluations to assess progress, address any challenges, and provide additional support as needed.
  
  The onboarding process is designed to ensure that new mortgage broking assistants are well-prepared to contribute effectively to the team and deliver high-quality support to mortgage brokers and clients.