Improve your customer service using xSource broker support staff. Collect data and documents from your leads, provide your clients with expert customer service support during the application process. Ensure your clients get post settlement support whenever they require a switch or a clarification about their existing loan.
Answering Service
Answer incoming calls on brokers VOIP line and provide support for the existing deals or issues. Collect the initial info for new leads
Valuation ordering
Online valuation ordering where available and requested
Client Updates
Provide regular client progress updates from lodgement to settlement. Guide clients through loan document signing and settlement process.
Pricing requests
Online pricing requests where available and requested
Support
General post-settlement support. Manage client post-settlement milestones, valuation ordering and pricing requests where available.
Online, phone and email broker support managing borrower relationships on behalf of broker.
Loan processing expertise
Virtual assistant with loan processing experience assisting with all deal related matters and working alongside parabroking and processing teams.
Reliable customer service
Customer service office uses a dedicated phone line and email account.
Lead to post-settlement support
Ensure customer satisfaction at all life stages of a deal.
Why us?
Our virtual assistants take care of the time-consuming tasks so you can concentrate on growing your business. From scheduling and data entry to client follow-ups, they work as an extension of your team. Reliable, flexible, and secure support ensures your operations run smoothly without adding to your overhead.
Simplicity
Easy to integrate into your business.
Great value
Fixed pricing plans and 100% money back guarantee.
Fast approvals
High quality work and 24 hour turnaround.
Compliance
We take complete care of your NCCP documentation.