We aim to deliver the highest quality; hence we work with Australian educated and Australian based staff only.

Loan Processing Services

Our loan Processing Service is partly an online automated process. From choosing and selecting the level of loan processing support you need, through to purchasing the Loan Processing Package and uploading your client files.

We have this in place to guarantee competitive pricing and maximise our efficiency as well as ensuring a high level of security and accuracy. Nevertheless, you'll be dealing with real people who are all Australian based and Australian educated. All our staff have a minimum of Cert. IV in Finance and Mortgage Broking. 

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TrailMinders Loan Processing
QUALITY FIRST

We aim to deliver the highest quality, hence we work with Australian educated and Australian based staff only.

SCENARIO SERVICES

Our Pre-Processing Services

Prior to submitting your deal for processing, or as a stand alone, we can assist you with the following Pre-Processing Services:

  • Serviceability Calculations, either with the lender of your choice, or we can do:
  • Scenario Research, we will compare all your lenders and find the best lender for your client(s),
  • Comparable Quotes, once you’ve chosen the best scenario and lender for your client we can compare this with other lenders in the market.
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ADDONS AND FEATURES

Add Features/Options as you need them

For both packages you can add the following optional extra services/options as you need them.

  • FHOG Application Support +$79
  • Bridging Finance (1 Application) +$79
  • Bridging Finance (if 2 Applications are needed) +$149
  • Request Pricing Approval =$79
  • Best Interest Duties checks only – (broker needs to fulfil the duties) +$110
  • Family Guarantee Application +$129
  • If your clients are not yet in your CRM, we can do the data entry +$149

Best Interest Duty

Being a mortgage broker, you are required to act in the best interests of the consumer when providing credit assistance according to s158LA and 158LE of the National Credit Act.

Due to these new Best Interest Duties (BID) and to guarantee speedy and quality loan application support, please submit your Best Interest Duty (BID) Story through your broker/aggregator software or submit it as part of your supporting documents.

TEMPLATE

Download our Free BID Story template 

Get our free template sample which will help you write your Best Interest Duty story.

GET THE TEMPLATE
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HOW IT WORKS

4 EASY STEPS 

Fill out the loan submission form online

Follow the step-by-step guide in providing the client information needed for our Loan Processors.

Choose and pay for your processing package

Choose and configure the right package for your client and purchase and pay for this through our online store.

Upload your client files to our Google Drive

After payment has been received, you will received the details and instructions on how to upload all client data to our Google Drive.

File Check and processing process

The Loan Processing Manager will check the received files. If everything is correct, the file will be allocated to a Loan Processor.

Our Loan Processing Packages

Most Popular

File Preparation and Submission Only

Start from $249*

per client file

The following is included: 

  • Checkmark Data received via preferred CRM software
  • Checkmark Order upfront valuations (if needed)
  • Checkmark Check living expenses and bank statements
  • Checkmark Check and review existing debts
  • Checkmark Prepare and generate application documents
  • Checkmark Prepare supporting documents for submission
  • Checkmark Send application documents to brokers/clients for signatures
  • Checkmark Follow up for broker if signatures needed
  • Checkmark Submit application through ApplyOnline or direct
SUBMIT YOUR DEAL

Complete Loan Processing Package

Start from $399*

per client file

The following is included: 

  • Checkmark Data received via preferred CRM software
  • Checkmark Order upfront valuations (if needed)
  • Checkmark Check living expenses and bank statements
  • Checkmark Check and review existing debts
  • Checkmark Prepare and generate application documents
  • Checkmark Prepare supporting documents for submission
  • Checkmark Send application documents to brokers/clients for signatures
  • Checkmark Follow up for broker if signatures needed
  • Checkmark Submit application through ApplyOnline or direct
  • Checkmark After conditional approval - Follow up supporting documents with clients
  • Checkmark Liaise with the clients, broker, lender, solicitor and agent
  • Checkmark Prepare discharge forms
  • Checkmark Manage through to settlement (max 3 months)
SUBMIT YOUR DEAL

Add Features/Options as you need them

For both packages you can add the following optional extra services/options as you need them.

  • FHOG Application Support +$79
  • Bridging Finance (1 Application) +$79
  • Bridging Finance (if 2 Applications are needed) +$149
  • Request Pricing Approval =$79
  • Best Interest Duties checks only – (broker needs to fulfil the duties) +$110
  • Family Guarantee Application +$129
  • If your clients are not yet in your CRM, we can do the data entry +$149

Simply select the options you need as you order your pre-paid Loan Processing package in our online store.

START HERE
options