Transform Your
Mortgage Broking Practice

A Mortgage Broking Assistant is a trained professional who supports mortgage brokers and loan writers by managing administrative, data entry and documentation tasks across the loan lifecycle. This includes everything from data collection and loan application preparation to post-settlement activities.

 An MBA helps reduce your administrative workload, streamlines the loan process and frees up your time to focus on client relationships, loan structuring and settlements. It’s a cost-effective way to scale without sacrificing quality or compliance.

• Pre-lodgement: Gather credit reports, complete fact-finding, use servicing calculators, run product comparisons and manage pricing requests
• Loan preparation: Enter data into ApplyOnline and CRMs, prepare credit proposals, valuation reports and forms
• Lodgement: Submit loans, manage compliance checks and coordinate discharges
• Follow-up and settlement: Liaise with lenders and solicitors, follow up for formal approvals and prepare loan settlement letters
• Post-settlement: Assist with loan reviews and maintain loan product grids

• Overview of the mortgage broking industry and compliance
• Common admin tasks and real-world case studies
• Information security and data protection protocols
• One-on-one coaching with experienced trainers

Yes. The training includes a dedicated compliance component covering broker obligations and documentation accuracy. MBAs also conduct loan compliance checks as part of the lodgement process.

MBAs are trained in common industry tools including ApplyOnline, CRMs, credit proposal systems and lender-specific platforms. Training is tailored to your tech stack during onboarding.

The onboarding process includes:

• Initial orientation on VBP culture and client expectations
• Role-specific training (outlined above)
• Mentorship and shadowing with experienced team members
• Hands-on supervised practice
• Ongoing performance check-ins and support

Yes. We follow a structured task roadmap starting with templated tasks and progressing to more complex responsibilities as confidence and context builds.

Absolutely. Our model is designed to support SME broker businesses that want to reduce admin load, improve turnaround times and grow sustainably; without hiring in-house.

VBP is ISO 27001 certified and all MBAs are trained in secure systems and processes aligned with Australian privacy standards. Client information is handled securely from start to finish.

MBAs manage lender and solicitor follow-ups, confirm formal approvals and prepare settlement letters: helping brokers avoid bottlenecks and keep settlements on track.