Hire a Mortgage & Loan Processor.
Loan files packaged for your broker to lodge, tracked to settlement.
Also called: Mortgage Processor, Loan Processor, Broker Support Officer
From AUD $6 an hourAUD $6-27.50/hr
- Mortgage & lending
- Financial services
- Works your hours
- Philippines hub, 2 to 3 hours behind Sydney
- Month to month
- Sends a document checklistBorrower onboarding & document collection
- Key fact-find data into the CRM or LOSFile build & analysis
- Orders valuations or appraisalsLodgement & lender liaison
- Gathers and uploads evidence for conditional-approvalApproval, conditions & settlementDoing
- DocuSign
- Xero
- QuickBooks
- MYOB
- Microsoft Excel with Copilot
- Google Sheets with Gemini
Pick the level. See the price.
AUD $6an hour
Level 1 of 4, also called junior.Sends tailored document checklists and chases borrowers on a set schedule, names and files documents.
- Document checklist and secure upload request for each new deal
- Daily outstanding-documents chase list
- Fully populated CRM/LOS applicant record
AUD $10.50an hour
Level 2 of 4, also called mid-level.Owns a standard PAYG or investor file from documents-in to lodgement.
- Lodgement-ready file with income workings and serviceability printout
- Draft broker/submission notes
- Conditions response pack
AUD $16.50an hour
Level 3 of 4, also called senior.Works complex income and prepares lender-policy comparison notes for the broker's decision.
- Complex-deal submission summary with self-employed income workings
- Lender policy comparison notes for the broker
- Monthly QC audit of a sample of team files
AUD $27.50an hour
Level 4 of 4, also called lead or specialist.Leads a pod of processors supporting several brokers or loan officers.
- Processing playbook and onboarding curriculum
- CRM stage and automation build
- Weekly pipeline, SLA and kick-back dashboard
Per hour, all-in: recruiting, testing and management. Prices exclude GST.
What you hand to your Mortgage & Loan Processor
Tasks
Borrower onboarding & document collection
- Sends a document checklist
- Chases outstanding documents on a set schedule
- Completes verification of identity and KYC steps
- Pulls digital bank statements
File build & analysis
- Key fact-find data into the CRM or LOS
- Works out base, overtime, bonus, commission and rental income
- Runs lender serviceability calculators or Quickli
- Drafts the broker/submission notes and the compliance documents
- Puts together commercial and asset finance submissions when instructed
Lodgement & lender liaison
- Orders valuations or appraisals
- Follows each application's status
Approval, conditions & settlement
- Gathers and uploads evidence for conditional-approval
- Checks loan documents or the Closing Disclosure against the approval
- Works with solicitors, conveyancers
Post-settlement & file management
- Finishes post-settlement steps
- Keeps a complete compliance file ready
- Sets fixed-rate expiry, rate review and annual review reminders
Week one
- Completes aggregator or lender registration as broker support or admin staff
- SOP handover: document checklists
- 60-minute pipeline walkthrough with the broker
- Shadow the broker on 1-2 files end to end
Tools
Work tools
- Salestrekker
- NextGen ApplyOnline
- Mercury
- AFG Flex
- MyCRM
- Quickli
- Lender serviceability calculators
- illion BankStatements
- Equifax and illion credit reports
- InfoTrack
- ICE Mortgage Technology Encompass
- Fannie Mae Desktop Underwriter
- Freddie Mac Loan Product Advisor
- Calyx Point
- Arive
- The Work Number
- Mortgage Brain / Acre
DocuSign
Tested live in the tools on your job description.
Works inside your Microsoft 365 or Google Workspace, under your admin settings.
- Microsoft 365Copilot
- Google WorkspaceGemini
AI
AI speeds up the coding, matching and commentary. Your Mortgage & Loan Processor checks every figure against the ledger, and a person approves every payment.
Bank reconciliation suggestions
AI suggestions in Xero, QuickBooks or MYOB reviewed line by line before anything is coded.
Spreadsheets with Copilot or Gemini
Formulas, pivots and checks built faster in Excel or Google Sheets, then tested against known totals.
Bills and receipts
Dext or Hubdoc read the documents. Your Mortgage & Loan Processor checks the supplier, amount, GST, and coding.
Month-end commentary
AI drafts variance notes from the reports. Every number is checked against the ledger.
Payment reminders
Polite reminder emails drafted from your templates and sent under your rules.
Our rule: business-grade AI only, never free or personal accounts.
Prefer no AI on a task? Tell your Mortgage & Loan Processor and they won't use it.See AI & automation roles
Tested before you meet them
- Written English & borrower communicationAll levels30 min
- Fact-find data entry sprintAll levels25 min
- Loan file build work sampleAll levels2 hrs
- Lodgement platform tool testAll levels45 min
- Lender and borrower scenario role-playIntermediate and up20 min
- Pipeline triage & process caseExpert and Specialist40 min
Sample shown
85%
- Skills tested: A skills test for the role, marked by a senior
- English and comms: written English tested, spoken English checked on a call
- ID, work history and references: photo ID, past roles and two referees
From booked call to day one
Step 1: Book a demo
Tell us the role, your hours and your tools.
Step 2: Meet your shortlist
Their level and hourly price, tested before you meet.
Step 3: Pick your person
Month to month. We handle the contract, the equipment and the onboarding, and make sure it all runs.
Step 4: They start work
In your tools, within 12 to 48 hours of a successful interview.
Questions answered
An Intern Mortgage & Loan Processor is AUD $6 an hour, Intermediate AUD $10.50, Expert AUD $16.50 and Specialist AUD $27.50, full time (38 hours a week). That is all-in: recruiting, testing and management, month to month. Prices exclude GST.
Borrower onboarding & document collection, file build & analysis, lodgement & lender liaison and approval, conditions & settlement, run to your priorities. You choose what they own first.
Six practical tests, marked by a senior, including written English & borrower communication, fact-find data entry sprint and loan file build work sample. You see the score before you meet.
Tell us and we replace them free, with a new shortlist of tested people to meet. Seats are month to month with 30 days' notice.
Meet the people who fit your work.
A 15‑minute call on Teams. You leave knowing the level you need and its hourly price.