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I will process australian home loan applications end to end
Raghav Malhotra
About this gig
Are you spending more time processing loans than growing your brokerage?
I help Australian mortgage brokers manage the complete loan journeyfrom application to settlementso you can focus on winning more clients.
With 8+ years of experience in the Australian mortgage industry, I understand lender policies, broker workflows, compliance requirements, and CRM systems.
Services include:
Client onboarding
Document collection and indexing
Credit checks
Income assessment
Servicing calculations
Product comparisons
Pricing requests
Valuation ordering
CRM management
SOCA preparation
Broker notes
Compliance checks
ApplyOnline submission
MIR handling
Settlement support
Post Settlement support
Experienced with:
MyCRM
Infynity CRM
ApplyOnline
Residential lending
PAYG & Self-employed borrowers
Please contact me before placing an order so we can discuss your workflow and requirements.
Get to know Raghav Malhotra
Raghav Malhotra
Loan Processor, Client Relationships, Digital Marketing, Lead Generation
- FromIndia
- Member sinceOct 2024
- Avg. response time1 hour
Languages
Hindi, English
I provide professional loan processing, client management, and a wide range of remote staffing services tailored specifically for Australian mortgage brokers. With 8+ years of experience, I handle front-end and back-end tasks including document collection, servicing calculators, lodgements, lender follow-ups, CRM updates, compliance checks, pricings, product comparisons, funding reports, marketing, management, training and recruitment. My goal is to streamline your workflow, improve turnaround time, and deliver exceptional client service so you can focus on growing your business.
FAQ
Which CRM systems do you have experience with?
I have hands-on experience with MyCRM, Infynity CRM, ApplyOnline (AOL), Broker Engine (AFG), servicing calculators, lender portals, and various Australian brokerage workflows.
What types of loans can you process?
I can assist with owner-occupied, investment, refinance, first home buyer, equity release, construction, bridging, SMSF and self-employed residential loan applications.
Will you communicate with clients and lenders?
Yes. If required, I can professionally communicate with clients, lenders, BDMs, solicitors, and other stakeholders throughout the application process.
Can you handle the complete application from start to settlement?
Yes. I can support the entire loan journey—from document collection and CRM data entry to submission, lender follow-ups, MIR management, and settlement support.
