FlexFlow: the same officer, every weekday, for half a day
FlexFlow is our part-time option for businesses that want consistent daily help without committing to a full-time support officer. Your officer works a fixed four-hour shift, morning or afternoon, five days a week.
Half a day, every weekday
Each officer works two four-hour shifts a day for two businesses, separated by lunch. For example, 8am to 12pm for one broker and 1pm to 5pm for another. Each shift includes a 15-minute paid break, and your shift stays the same every day.
Need full-time help for a while?
Temporary full-time support is available through LifeLite at a daily rate.
Why brokers choose FlexFlow
- No lock-in contractNo minimum or maximum term.
- The same officer, every dayA dedicated officer on the same shift each weekday, so nothing waits until next week.
- Pay per day, billed monthlySimple, predictable billing.
- A broad task rangeMore end-to-end processing tasks than our pay-per-task SteadyAssist plan.
- Quick onboarding and offboardingStart seven days after applying; stop with 24 hours' notice.
- Opt in and out as you needUnlimited opt-in and opt-out under a single joining fee.
End-to-end processing, from documents to aftercare
Your officer follows Task Tango process guides and lender workflows, and your own process documentation where it differs.
Documents and files
- Downloading, renaming and organising documents
- Removing TFNs and CRNs
- Reviewing documents for conduct issues
- Checking documents against lender requirements
- Uploading documents to your CRM and lodgement platforms
CRM and application
- Updating client, employment, financial and application data in your CRM
- Living expense verification
- Ordering and reviewing credit reports
- Completing the loan structure
- Preparing applications for signing
Lenders and lodgement
- Pricing requests
- Ordering upfront valuations
- Lender application forms, including VOI and discharge forms (excluding government schemes)
- ApplyOnline and platform data entry
- File health checks
- Basic lender follow-ups (information and document collection only)
- CRM notes and status updates
Aftercare
- Interest-only expiry checks
- Fixed-rate expiry checks
- Equity release opportunities
- Rate improvement opportunities
- Settlement anniversary reviews
How FlexFlow gets going
- 1
Apply
Choose a morning or afternoon shift.
- 2
Meet your candidate
We send one candidate profile at a time.
- 3
Onboard
Give your officer editor-level access through their work email.
- 4
Start
Your officer begins seven days after we receive your completed application.
Hand over work the way you already work
We recommend handing over work through your CRM or a task management tool. Our Task Allocation Tracker is also available: add tasks, track what is completed, in progress or not started, and leave training notes. Social messaging apps such as Messenger and WhatsApp aren't used for work.
- Shift
- A fixed morning or afternoon shift, which stays the same.
- Billing
- Per day, billed monthly.
- Joining fee
- One joining fee, with unlimited opt-in and opt-out after that.
- Term
- No minimum or maximum term.
- Days you don't need
- Fees stay the same for one-off days off. Your officer uses the time for lender follow-ups, back-book reviews, client review lists, repricing requests, process documentation, workflow improvement or training.
- Leave and holidays
- Fees adjust only for approved leave. We don't bill on national public holidays.
- Moving to full-time
- If you upgrade to a full-time programme, the rest of the onboarding fee applies.
- Ending FlexFlow
- 24 hours' notice.
FlexFlow FAQs
Anything else? Ask on your free consultation call or email admin@tasktango.co.
Does my officer work from home?
No. Every Task Tango support officer works from our office, never from home, under our ISO 27001-certified controls.
How is FlexFlow different from LifeLite?
FlexFlow gives you four hours every weekday on a fixed morning or afternoon shift. LifeLite gives you full days on set days each week.
Can my officer be shared?
Yes, with another business that has the other shift. An officer never works for two businesses in the same shift, but can work with several brokers in the same business. Full-time programmes such as CoreCrew are dedicated to one business only.
What if I don't need my officer on a particular day?
Fees stay the same for one-off days off. Your officer uses the time for lender follow-ups, back-book reviews, client review lists, repricing requests, process documentation, workflow improvement or training.
What happens over the holidays?
We don't bill on national public holidays. Over the end-of-year break your officer works their usual shifts unless they are on leave. If your office is closed, they work on lender follow-ups, back-book analysis, repricing requests, client review preparation, process documentation, workflow improvements or training.
How many candidates will I see?
One candidate profile at a time.
How does my officer access client files?
Give editor-level access to their work email during onboarding. Officers can't use personal or internal email accounts.
Where can I find my agreement?
Your agreement is emailed to you through DocuSign when it is issued, and again once it has been signed by everyone.
Talk to us about FlexFlow
A 30-minute call to map your workflow. We will tell you honestly whether FlexFlow or another plan fits best, and share pricing on the call.