Elevate Your Mortgage Business with  Intogreat's Outsourcing Expertise

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Revolutionising Mortgage Broking with Offshore Solutions

The role of mortgage broking in today's fast-paced financial landscape cannot be overstated. It demands precision, efficiency, and a deep understanding of the market. Intogreat specialises in offshoring mortgage broking roles, offering a unique blend of expertise and innovation to transform this critical sector. Our approach ensures that every outsourced mortgage broker is not only adept at handling intricate loan processes but is also equipped to provide exceptional client service. By outsourcing these roles to our skilled professionals, firms can benefit from enhanced loan processing times, meticulous attention to regulatory compliance, and a more streamlined client experience.

Overview of Key Mortgage Broking Roles We Offer

Outsourced Mortgage Data Processing Officer

• Liaises with lenders from assessment to settlement

• Handles bank communications and client correspondence

• Maintains and updates client databases

• Reviews and ensures the accuracy of customer and account data

• Manages loan applications and addresses team queries

Outsourced Client Support Officer

• Manages loan application processing from pre-approval to post-settlement

• Reviews and verifies compliance of received sales files

• Ensures alignment of finance and settlement dates

• Supports brokers in loan lodgement and appointment scheduling

Outsourced Loan Processor - Data Entry Clerk

• Inputs detailed client data, including personal, financial, and employment details

• Manages asset, liability, and income verifications

• Orders property valuations

• Secures special pricing requests for clients

Additional mortgage broking roles we offshore and outsource

• Senior Credit Analyst

• Mortgage Processing Support

Outsourcing mortgage broking tasks

There are a variety of mortgage brokerage tasks you can outsource, including:

• Loan application setup

• CRM data entry

• Prepare loan serviceability calculators

• Order property valuations

• Prepare and follow up discharge forms

• Prepare compliance documents

• Finalise complete loan file & lodging

• Follow-ups with valuers, lenders

• Notification of loan approval

• Complete settlement checklist

• Post settlement activities

• Valuations, pricing and serviceability

Looking for other mortgage broking roles?

Schedule a call with us, Let's talk!

Why clients believe in us

Luca Guerra | CEO and Founder Introjuce Capital Partners

"What we’ve achieved since engaging Intogreat is basically doubling our output in terms of the number of applications we could process and push out each week. We’ve been able to double that. We’ve been able to define our processes and create workflow checklists. As a result, our compliance has been sitting above 90%."

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Why clients believe in us

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Benefits of Outsourcing and Offshoring with Intogreat

In today's global marketplace, businesses need to stay competitive and agile. Outsourcing and offshoring are essential strategies.

Cost Efficiency:

Reduce operational costs significantly

Global Talent Access:

Tap into a vast pool of skilled professionals


Industry Expertise:

Benefit from specialised knowledged

Quick Adaptation:

Stay agile and responsive to market changes

Expertise and Experience: With 70+ years of combined leadership experience in multinational industries, Intogreat offers unrivaled expertise in offshoring and outsourcing, ensuring a seamless transition and operational efficiency.

Rigorous Recruitment: Our meticulous hiring process delivers top-tier talent tailored to your needs, with a 98.5% success rate post-probation, thanks to behavioural, experiential, and aptitude evaluations.

People & Culture Focus: We prioritise cultural alignment, offering generous employee benefits like health insurance, sick leave, and annual leave, ensuring a motivated workforce.

Advanced Infrastructure: Intogreat's state-of-the-art tools and ISO 9001:2015 certification guarantee data security and peace of mind.

Effective Communication: Intogreat's team leaders bridge the gap between clients and offshore staff, ensuring smooth and efficient processes.

Scalability and Flexibility: Serving diverse clients in insurance, accounting, mortgage, NDIS, charities, construction, and more, Intogreat's extensive workforce adapts easily to your business needs, allowing effortless scaling.

Streamlined Operations: Intogreat's four-phase approach simplifies offshoring, encompassing seamless transition, process transformation, IT outsourcing, and expert offshore leadership.

Process Adherence: Our offshore staff rigorously follow your procedures, critical for operational success.


Client Control and Autonomy: Clients maintain control over operations, fostering alignment with business goals and efficiency.

Comprehensive Security: We prioritise quality and security, screening employees for preexisting medical conditions and criminal backgrounds, backed by ISO 27001:2013 certification.

Frequently asked questions

  • Why is Outsourcing in the Mortgage Industry Transformative?

    Outsourcing in the mortgage industry is nothing short of revolutionary in the current business climate. Traditional in-house models often stretch resources, compromising not only growth but also client satisfaction. By leveraging Intogreat’s offshore capabilities, mortgage firms can dramatically refocus their time and energy on high-impact activities such as customer acquisition and relationship building. This frees up critical onshore resources to focus on what truly matters—developing client relationships and growing your loan portfolio. The result is a more streamlined operation that operates at peak efficiency, making sure your business stays ahead of the curve in a highly competitive marketplace.

  • What Sets Intogreat Apart in Mortgage Outsourcing?

    The Intogreat advantage lies in our precision matched recruiting and commitment to quality. We view every engagement as a partnership, not a transaction. Through our exhaustive hiring processes covering everything from technical skills to behavioural traits ensuring we attract the top-tier talent for your team. Each candidate is the result of a stringent selection process that culminates in an aptitude test and multiple interviews. The final say in hiring rests with you, ensuring complete alignment with your company's ethos and objectives. Once onboarded, each team member is overseen by an industry-specialised team leader, bridging any gaps and ensuring that your offshore team is as committed and efficient as your in-house staff. Adding an extra layer of distinction is our Intogreat Mortgage Academy, an educational initiative focused on continuously honing the skills and expanding the knowledge base of our professionals. This enables your offshore team to stay at the forefront of industry trends and regulations, operating as professionally and efficiently as your in-house staff.

  • How Does Intogreat Simplify the Transition to Outsourcing?

    The idea of transitioning critical business functions to an offshore location can often bring about a sense of apprehension. Intogreat alleviates these concerns by offering a transparent, step by step onboarding process that is tailored to your strategic goals and operational needs. We walk you through each phase, from initial consultation to the eventual integration of your offshore team into your existing workflows. Our robust IT infrastructure ensures a straightforward operational transition, fortified by top-tier data security measures. This attention to detail ensures not only a smooth transition but also sets the stage for sustained operational excellence, offering you peace of mind while significantly enhancing your service delivery metrics.

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