Lending & Finance Back Office
Compliance-driven loan processing for brokers and lenders in the UK and Australia, delivered inside your aggregator platform and to your service levels, by trained officers who work from our office.
Or call +44 7846 282711 (UK) or +61 3 7034 6696 (Australia)
Mortgage & home loan processing
Applications packaged from fact-find to approval: serviceability, lender policy checks, document chasing and lodgement, all inside your aggregator platform.
Your processor works inside your aggregator platform and to your service levels, and every file is checked by a second person before it reaches the lender.
What we handle
- Application review and packaging
- Serviceability and lender policy checks
- Document collection and verification
- Lodgement and lender follow-ups to formal approval
Platforms we work in
Loan settlements & post-settlement support
Settlement bookings, lender and conveyancer follow-ups, discharge requests, and the post-settlement checks and client updates that close each file properly.
We keep every party moving towards the settlement date, then make sure nothing is left open once the loan has settled.
What we handle
- Settlement bookings and confirmations
- Lender, conveyancer and solicitor follow-ups
- Discharge authorities and payout requests
- Post-settlement checks, client updates and file closure
Asset & equipment finance processing
Vehicle, equipment and asset finance applications prepared, submitted and tracked with lenders, from supplier quotes to settlement documents.
From a single vehicle to a fleet or a piece of plant, we prepare the application and chase every document the lender needs.
What we handle
- Supplier quotes, invoices and asset details collected
- Applications prepared and submitted to lenders
- Credit questions answered and conditions cleared
- Settlement documents prepared and tracked
Commercial & business loan processing
Business and commercial loan submissions prepared with financials and supporting information, then managed with the lender through to approval.
Commercial files need more than a form. We assemble the financial picture so the lender can decide sooner.
What we handle
- Financial statements, tax returns and management accounts collated
- Business overviews and supporting schedules prepared
- Lender submissions and information requests managed
- Approval conditions tracked through to settlement
Client onboarding, fact-finds & document collection
Onboarding emails, fact-find completion, ID and document collection, and follow-ups for anything missing, so every file starts complete.
Every file starts complete, so your brokers spend their time advising rather than chasing paperwork.
What we handle
- Welcome and onboarding emails sent
- Fact-finds completed with the client
- ID, income and asset documents collected and checked
- Follow-ups until nothing is missing
Broker CRM & aggregator platform management
Client records, pipeline stages, notes and tasks kept up to date in MyCRM, Mercury, Salestrekker and other platforms.
A clean CRM means accurate pipeline reports, reminders that go out on time and a smoother audit.
What we handle
- Client records created and maintained
- Pipeline stages, notes and tasks kept current
- Reminders and follow-ups managed
- Data tidied and duplicates removed
Platforms we work in
Broker compliance support
Every file checked against your aggregator's requirements, with complete notes and records so you are ready for an audit.
We check every file against your aggregator's requirements before it is audited, not after.
What we handle
- File checks against your aggregator's checklist
- Credit guides, preliminary assessments and consents on file
- File notes and records completed
- Audit preparation and remediation lists
Annual reviews, refinance & retention campaigns
Annual review reminders and rate-check campaigns for your existing clients, plus the follow-ups that stop them drifting to another lender.
Your existing clients are your best source of new business. We make sure every one of them hears from you at the right time.
What we handle
- Annual review reminders scheduled and sent
- Rate-check and repricing campaigns
- Refinance opportunities flagged for your brokers
- Follow-ups tracked in your CRM
Built around the industries we know
From first call to work you can rely on
- 1
A free consultation
A 30-minute call about the work you want to hand over and how you do it today.
- 2
Your process, written down
We map the steps, templates and systems, and agree service levels with you.
- 3
Meet your team
People trained on your systems and your way of working, with a named account manager.
- 4
Hand over the work
By email, in your own systems or on a Pulse board, where you can see every task.
- 5
Checked and delivered
Every piece of work is reviewed before it reaches you, and we report on turnaround.
Why firms choose Task Tango
ISO 27001:2022 certified
Client data handled under a certified information security management system.
Office-based team
Everyone works from our office, supervised and trained, never from home.
Checked before delivery
A second person reviews the work before it reaches you or your clients.
Real-time visibility
See every task, owner and turnaround in Pulse, and message your team directly.
Do your processors work in our aggregator platform?
Yes. Your team works inside your existing platform and licence, including Connective Mercury, AFG, LMG MyCRM, Finsure, BrokerEngine, Salestrekker, Acre and Intelliflo.
Can we hand over single tasks rather than whole files?
Yes. With SteadyAssist you can send a single task or a whole file, and tasks come back within 24 hours. Our other plans give you a dedicated officer on set days.
How is client data protected?
Task Tango is ISO 27001:2022 certified. Our officers work from our office, never from home, under NDA and with access limited to the systems your team needs.
Tell us what is taking up your team's time
Book a free 30-minute call. We will suggest the simplest way to hand it over, with no obligation.