As an outsourcing solution provider AccSource can equip Mortgage Brokers with top-tier operational and administrative capabilities through trained Mortgage Broker support teams, and Virtual Assistants. Gear your firm up with higher capacity through comprehensive outsourcing solutions. AccSource’s robust IT and ISO 27001 security framework is the foundation you need for peace of mind, ensuring the highest confidentiality and care for your data.
Capturing Fact Find into Aggregator Tool
Capturing detailed client information into aggregator platforms like Mercury, Podium, infinity, AFG, Flex, Loan market, Connective, Finsure, etc to enable accuracy and comprehensive fact-finding.
Lender Application Document Preparation
Preparation of lender application documents, aligning all necessary information for a smooth application process.
Lender Follow-Up Post Application Submission
Diligent follow-up with lenders after application submission to ensure timely processing and address any additional requirements.
Expert assessment of client serviceability, ensuring clients meet financial criteria and lender requirements.
Client Liaising & Query Resolution
Effective communication with clients to resolve queries and provide updates, ensuring a smooth and informed borrowing experience.
Broker Tool Management
Efficient management of broker-specific tools, optimizing their functionality for enhanced productivity and client service.
Client/Application Creation and Product Evaluation
Skilled in creating client profiles and applications, coupled with thorough evaluation of financial products to best suit client needs.
Apply Online Task
Competent handling of online application processes, ensuring accuracy and efficiency in submissions.
Compliance Document Management
Rigorous management of compliance documents, maintaining up-to-date and accessible records for audit and regulatory purposes.
Organised handling of mail and communications, ensuring timely responses and effective information flow between clients, brokers, and lenders.
Real-time chat support to address client queries promptly, enhancing customer engagement and support.
Client-focused, Customized Solutions and Proactive Engagement
No business is the same and there isn’t a standard outsourcing solution suiting all businesses and their functional requirements. When we partner with you, we jointly understand the goals and objectives of outsourcing, the service lines or functions to be outsourced and accordingly customize the solution that suits your specific needs. Our client-focused approach leads us to being proactive in all our dealings with you – we will ask questions, suggest best practices and devise the delivery mechanism suiting your business requirements.
Highly Secure & Process Oriented
Highly secure environment, through a combination of the security measures of AWS and our own IT systems, we ensure that your data and information remain protected at all times. Controlled access, even your cloud applications are controlled with custom software, without the need of a password by the team members. At all times, you are in complete control of your data.