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SteadyAssist

What is Steady Assist?
Steady Assist is Task Tango’s flexible, task by task service for Mortgage Support. It gives you access to individual processing tasks whenever you need them, without a long term commitment. It’s ideal for brokers who need quick help during busy periods but don’t want to hire permanent staff.

 

How soon can I start sending tasks?

Once your agreement is signed, you can start submitting tasks straight away. Our Mortgage Support Officers pick them up as soon as they become available.

Each task is assigned to the next available officer. You may not work with the same person every time, although we do our best to keep linked or dual applications with one officer where possible.

 

What are the benefits of Steady Assist?

  • No lock in contract

  • Fast 24 hour turnaround

  • Pay per file

  • No training required from your business

  • First in, first out allocation

  • Skilled Mortgage Support Officers ready to step in

 

Can I request the same officer each time?

Not with Steady Assist. To maintain the 24 hour turnaround, tasks are allocated based on availability. If you prefer one dedicated officer, our full-time programs such as Tango Total or Tango Relief will suit you better.

For linked applications or multiple tasks on the same file, we’ll try to route them back to the same person whenever possible.

 

What loan types are supported?

Not all loan types can be completed under Steady Assist. Please refer to the task list and pricing to confirm eligibility for each task.

 

How are documents renamed and organised?

Our team uses Task Tango’s standard naming conventions and folder structure to prepare all documents so they’re clean, organised and lender ready.

 

Task Menu and Pricing

Discovery Tasks

Eligible loan types include:

  • Standard Residential (Refinance, Purchase, Pre-Approval, Construction, Bridging, First Home Buyer schemes)

  • SMSF and Trust lending (data entry for individual applicants only)

  • Personal Loans, Payday Loans and Asset Finance (processed through MyCRM for individual applicants)

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Service

Get Documents Bank Ready (rename, merge, split, compress, rotate, PDF) < 20 docs

Get Documents Bank Ready > 20 docs

TFN / CRN Redaction

Folder Organisation

MyCRM Data Entry (Client contact card + health check)

Upload & Tag to MyCRM (per NCCP checklist + health check)

Credit Check (per Equifax file, consent required)

 

Lodgement Tasks

Eligible loan types:
Standard Residential – Refinance, Purchase, Pre-Approval, Construction, FHB Scheme.

Not eligible:
Bridging, SMSF & Trust, Company structures, Personal Loans, Payday Loans, Asset Finance.

Service

ApplyOnline / Simpology Data Entry (includes health check)

Generate & Complete Lender Forms (includes health check)

Upload & Verify Docs to AOL / Simpology (per lender checklist + health check)

 

Other Tasks

Service

Deal Preparation Package (end to end setup from MyCRM contacts to application documents, excluding credit checks)

Lender Follow Up (notes added to MyCRM)

Back Book Analysis (settled deal report with account updates)

 

What are the minimum requirements for each task?

Minimum requirements are listed on the Steady Assist submission form. You can also access the requirements through the link provided in your onboarding materials.

 

What does the Deal Preparation Package include?

Steady Assist completes all Discovery and Lodgement tasks (except credit checks) for a full end to end setup. This removes the need to submit multiple requests for a single deal.

If we need additional details from the Lending tab in MyCRM, we’ll place the task on hold and let you know. Once updated, we’ll continue through to ApplyOnline and prepare all lender documents.

 

Are there tasks Steady Assist cannot complete?

Yes. Steady Assist only covers the tasks listed above.
Mortgage Support Officers cannot contact clients directly under any circumstance.

 

How does billing work?

All Steady Assist tasks appear on your monthly Task Tango invoice and are billed in arrears through direct debit.

 

How do I know when a task is complete?

You’ll receive an email when your task is received, and another once it has been completed.

 

What are the operating hours?

  • 7:00 AM to 5:00 PM IST (Incl. 30-Min Break)

  • 11:30 AM to 9:30 PM AEST (Incl. 30-Min Break)

 

Where can I find my Task Tango agreement?

Your agreement is sent through DocuSign at signing and again once fully executed. If you can’t locate it, contact support@tasktango.com and we’ll resend it.

 

How do I end my Steady Assist access?

There’s no cancellation process. Since Steady Assist is pay-per-task, simply stop submitting requests whenever you no longer need the service.


 


 

**Steady Assist Minimum Requirements**

Below are the minimum requirements needed for each Steady Assist task within Task Tango’s Mortgage Support program. Providing these up front helps us complete your requests smoothly and avoid delays.

 

Deal Preparation Package

Before we begin:

  • Signed privacy consent for all parties

  • Credit Guide or equivalent disclosure sent to all parties

  • Applicant, co-applicant and guarantor contacts created in your CRM

  • Initial supporting documents collected (bank statements, ID, income evidence, loan statements if relevant)

Once we complete the initial review, the file will be placed on hold until the broker has:

  • All sections in the Application tab completed and showing no outstanding items

  • Broker notes outlining the client’s goals and preferences

  • A product comparison with at least three options

  • A completed servicing calculator from the preferred lender

 

Back Book Analysis

  • Valid broker codes

  • Preferred date range for the report

Examples:

  • “Analyse all settlements from 1 Jan 2020 onward”

  • “Review all deals that settled in the month of January across 2020–2024”

 

Lender Follow-Up Call

  • Signed privacy consent for all parties

  • Details needed for the call:

    • Broker name and code

    • Application number

    • Aggregator (if relevant)

    • Full names and dates of birth

    • Security address

    • CRM deal link

    • Stage to follow up on or any special instructions

 

Minimum Requirements for Individual Tasks

Document Renaming, Merge, Split, Compress, Convert, Rotate, TFN/CRN Redaction

  • Signed privacy consent for all parties

Notes:

  • Documents will be renamed using Task Tango’s standard naming structure

  • For large batches of more than 60 files, the first 60 will be prioritised according to naming hierarchy

 

Folder Organisation

  • Signed privacy consent for all parties

Notes:

  • Folders will be organised using Task Tango’s standard document framework

 

CRM Data Entry (to Lending Tab)

  • Signed privacy consent for all parties

  • Applicant, co-applicant and guarantor contacts created in your CRM

  • Initial supporting documents collected (bank statements, ID, income, loan statements if applicable)

 

Upload and Tag Documents to CRM (Compliance Checklist)

  • Signed privacy consent for all parties

 

ApplyOnline / Platform Data Entry

  • Signed privacy consent for all parties

  • All sections in the CRM application must be complete with no outstanding items

  • Notes must meet compliance requirements

  • Loan structure must be completed

  • Credit Guide or equivalent disclosure sent to all parties

 

Generate and Complete Lender Application Forms

  • Signed privacy consent for all parties

  • ApplyOnline or other platform record must be completed and validated

  • Credit Guide or equivalent disclosure sent

Notes:

  • Includes VOI, discharge forms

  • Includes government scheme forms and First Home Buyer grants where applicable

 

Upload and Verify Documents to ApplyOnline / Platform

  • Signed privacy consent for all parties

  • Driver’s licence for each applicant

  • Broker must have access to credit checks through their CRM or platform

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