How Evergrow Finance moved loan files from enquiry to settlement onto a Task Tango team

The challenge

Evergrow Finance is a Melbourne brokerage led by its director, Maninder Kaur. As the client base grew, the back end of every file, documents, lender follow-ups, conditions and settlement, competed with the front end: meeting clients and generating leads.

What we did

Task Tango assigned a processing team trained on the brokerage's aggregator platform and lodgement system. The team supports client meetings with pre-prepared fact-finds, manages the document checklist for every file, coordinates with lenders on pricing, valuations and conditions, and closes files through to settlement, with a second person checking each file before it goes back to the broker.

Work is tracked in the brokerage's own CRM activities and our task tracker, so the director can see every file's status without asking.

The result

In Maninder's words, the team "take care of the backend so efficiently" that she can "spend more time on lead generation and growing my client base."

"From assisting with client meetings and managing documentation to coordinating lenders and closing files right through to loan settlements, their Indian back office staff have been a huge support to my business. Because they take care of the backend so efficiently, I'm able to spend more time on lead generation and growing my client base."

Files run from enquiry to settlement; the broker's time moved to lead generation