LifeLite: a support officer on your set days each week
LifeLite is our part-time option for businesses that aren't ready to commit to a full-time Broker Support Officer. Use it to trial how a BSO fits your workflow, or to scale steadily while you manage costs.
Set full days, the same every week
Your BSO works full days for your business on days agreed in advance, at least two a week, and supports one other business on their remaining days. Once agreed, the days stay fixed; they can only change if your BSO works for your business alone and has capacity.
Need full-time help for a while?
Your LifeLite BSO can work full-time temporarily at a daily rate, without joining a full-time programme or paying its onboarding fee, as long as the timeframe is agreed upfront.
Why brokers choose LifeLite
- No lock-in contractNo minimum or maximum term.
- A dedicated BSO on your daysThe same person on the days you have agreed.
- Pay per day, billed monthlySimple, predictable billing on your aggregator invoice.
- A broad task rangeMore end-to-end processing tasks than our pay-per-task SteadyAssist plan.
- Quick onboarding and offboardingStart within seven days; 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
All BSOs follow Task Tango process guides and lender workflows. If your process is different, share your documentation and your BSO will follow it.
Documents and files
- Downloading and organising supporting documents
- File structuring
- Removing TFNs and CRNs
- Checking documents for conduct
- Checking documents against minimum requirements
- Uploading documents to MyCRM
CRM and application
- Updating MyCRM client, address, employment, ID, financials and application tabs
- Living expense reviews
- Ordering and interpreting credit reports
- Completing the loan structure tab when the structure is provided
- Preparing Game Plans
Lenders and lodgement
- Pricing requests
- Upfront valuations
- Lender application documents (excluding FHOG and FHLDS)
- Completing ApplyOnline
- File health checks
- Basic lender follow-ups (information collection only)
- MyCRM notes and status updates
Aftercare
- Interest-only expiry reviews
- Fixed-rate expiry reviews
- Equity opportunities
- Rate reviews
- Settlement anniversaries
How LifeLite gets going
- 1
Apply
Tell us the days you need, at least two full days a week.
- 2
Meet your candidate
We send one candidate profile at a time. Decline, and we send the next when available.
- 3
Onboard
Give your BSO editor access through the work email you nominate.
- 4
Start
Work begins within seven days of your application.
Hand over work the way you already work
We recommend handing over work through MyCRM Activities or another task tool. If you don't use one, our Task Allocation Tracker shows completed tasks, tasks in progress, tasks not yet started, and notes on any issues. Enter upcoming work in the tracker so it becomes your central plan. Social apps such as Messenger and WhatsApp aren't used for work.
- Minimum commitment
- Two full days a week, with no minimum or maximum term.
- Billing
- Per day, on your monthly aggregator invoice, direct debited in arrears.
- Joining fee
- One joining fee, with unlimited opt-in and opt-out after that.
- Days you don't need
- Fees change only for a permanent change to your days. On a day you don't need, your BSO works on lender follow-ups, back-book analysis, client reviews, repricing requests, process documentation or training.
- Leave and holidays
- Fees adjust when your BSO is on approved leave. We don't work or bill on national Australian public holidays.
- Moving to full-time
- If your BSO moves to a full-time programme, the rest of the onboarding fee becomes payable.
- Ending LifeLite
- 24 hours' notice to your team leader or admin@tasktango.co.
LifeLite FAQs
Anything else? Ask on your free consultation call or email admin@tasktango.co.
Does my BSO work from home?
No. Every Task Tango support officer works from our office, never from home, under our ISO 27001-certified controls.
How is LifeLite different from FlexFlow?
With LifeLite, your BSO works set full days for your business each week and supports another business on other days. With FlexFlow, your officer works for you four hours every weekday, on a fixed morning or afternoon shift.
Can a LifeLite BSO be shared?
Yes. LifeLite BSOs are shared across businesses day by day, and you can choose to share one with another broker you know if you agree fixed days. Each business is billed separately. A BSO never works on files from two businesses in the same shift, but can work with several brokers in the same business.
Can LifeLite cover brokers on leave?
Yes, as long as other onshore staff, such as another broker or support person, remain available. FlexFlow's daily structure is usually the better fit for leave cover.
What if I don't need my BSO on a scheduled day?
One-off changes can't be accommodated, so fees stay the same. Your BSO uses the day for lender follow-ups, back-book analysis, client reviews, repricing requests, process documentation, business improvement or training.
What happens over the holidays?
We don't work or bill on national Australian public holidays. Over the end-of-year period your BSO keeps working their scheduled days unless they are on leave.
How many candidates will I see?
One candidate profile at a time. If you decline, we send another when one is available.
How does my BSO access client files?
Give editor access to the work email address you nominate during onboarding. BSOs can't use personal or internal Task Tango email accounts.
Talk to us about LifeLite
A 30-minute call to map your workflow. We will tell you honestly whether LifeLite or another plan fits best, and share pricing on the call.