From first call to a running team, without the recruitment
We take on the hiring, training, supervision and quality control. You keep control of the work, the priorities and the client relationship.
Four steps to a team that feels like your own
- 1
Discovery call
A 30-minute conversation about the tasks you want to hand over, current volumes, the systems you use and the service levels you expect.
You provide: a description of the work and access to examples. - 2
Proposal and team plan
We recommend the right way of working, name the team and account manager, and document the process we will follow.
You provide: sign-off and system access under NDA. - 3
Onboarding and training
Your team is trained on your platforms, templates and checklists, then runs a supervised pilot before taking full volume.
You provide: a point of contact for questions during the pilot. - 4
Steady state, with visibility
Work flows daily, every deliverable is quality-checked, and you track status, time and turnaround in Pulse with regular reviews.
You provide: feedback, and we adjust.
Three ways to work with us
Every option gets the same trained people, quality checks and security. What changes is how much of your week we cover and how you scale.
| Option | Best fitDedicated teamYour own full-time people | Best fitPart-time teamFixed hours, same people | Best fitPay per task or fileSend work as it arrives |
|---|---|---|---|
| Best for | Steady, predictable volume | Growing volume, or one function such as settlements or admin | Seasonal peaks, overflow, or trying us first |
| Your people | Named team members who work only on your business | The same named people on a fixed weekly schedule | A trained team, briefed on your process |
| Hours | Your business hours, in your time zone | Agreed hours each week | Turned around to an agreed service level |
| How it is billed | Monthly | Monthly, for the agreed hours | Per task, or a fixed amount per file |
| Scaling up or down | Add people as you grow | Adjust hours as volume changes | Send more or less each month |
| Getting started | Onboarding, then a supervised pilot | Onboarding, then a supervised pilot | Start with a single task or file |
| Mortgage processing plan | CoreCrew | LifeLite FlexFlow | SteadyAssist |
- Named account manager
- Quality check before delivery
- Work done inside your own systems
- Live status and time in Pulse
- ISO 27001 security and NDA
Pricing is shared on your free consultation call, based on your volumes and the systems you use.
Not sure which option fits? We will recommend one on the call.
Most clients start with one function and expand once the first team is running.