Processing teams that work inside your aggregator platform
From enquiry to settlement: packaging, lodgement, pricing requests, valuations, conditions, settlement booking and aftercare, done by trained Broker Support Officers who work from our office in your CRM. Four plans, from a single task to a full-time officer who works only for you.
Popular with brokers
Loan packaging and lodgementDocuments checked, servicing run, application lodged in ApplyOnline or Simpology.SettlementsLoan docs chased, conditions cleared, settlement booked and confirmed.Compliance file checksEvery file checked against your aggregator's compliance checklist before audit.Pricing and valuationsPricing requests to lenders and valuations ordered the same day.Where a broker's week goes
Packaging eats selling time
Chasing documents, running servicing and keying applications takes six to ten hours per file that could be spent with clients and referrers.
Files stall between steps
Conditions, valuations and lender follow-ups fall through the gaps when one person does everything.
Compliance files are built at audit time
Notes, checklists and documents assembled under pressure instead of as the file progresses.
The work we take off your hands
- Loan packaging and lodgementDocument collection, servicing calculators, application data entry and lodgement.
- Pricing requests and valuationsLender pricing, valuation ordering and follow-up.
- Conditions and settlementConditional to unconditional, loan documents, settlement booking and confirmation.
- Compliance file completionChecklists, notes and document naming to your aggregator's standard.
- AftercarePost-settlement calls, annual reviews, rate reviews and retention.
- Asset and commercial financeEquipment, vehicle and commercial loan processing.
Systems we work in
Trained on the major aggregator CRMs and lodgement platforms, working inside your own licence.
Software as well as people
Pulse, our own platform, is available on its own or with your Task Tango team.
Pulse BoardsA card for every file with a document checklist, timers and a weekly digest.Pulse HelpdeskClient document requests and queries in one queue with response targets.Four plans, plus a managed team for groups
Single tasks for a quiet month, set days, every weekday, or full-time. Broker groups can run a whole processing team from a Pulse workspace.
How we start working together
- 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 brokers choose Task Tango
ISO 27001:2022 certified
Client data handled under a certified information security management system. See the certificate.
Office-based team
Everyone works from our office, supervised and trained, never from home, with attendance proof in Pulse.
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.
What brokers say, and what changed
Every quote is from a broker or operations manager whose files we process. The line under each one is the outcome they described.
"The team is highly organised, responsive, and always across the finer details that matter in complex files. Having Task Tango behind the scenes has improved turnaround times and overall workflow, making client outcomes smoother and more efficient. A truly valuable support team for any broker."
Faster turnaround on complex files
"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
"They have consistently provided well-trained staff who integrate seamlessly into our processes. We truly value their continuous support, professionalism and reliability, which have made a noticeable difference to our day-to-day operations."
Trained staff integrated into the brokerage's own process
"Task Tango has been an absolute game-changer for my business. Before we started using them, my team and I were overwhelmed, but their team stepped in and brought immediate order to the chaos and assisted by streamlining the loan application process."
Loan application process streamlined; the in-house team is no longer overwhelmed
"The team have been amazing in the way they have adjusted to our process and workflow. They are extremely quick learners, and I don't ever have to explain myself more than once. … Overall, we couldn't be happier in the way they have molded into the team and they have exceeded our expectations massively."
Processes learned once; no re-explaining
"We are absolutely thrilled with the fantastic work the team is doing. Their thoroughness and communication on every deal are truly outstanding. … Honestly, they feel so much like an established part of the team that I sometimes forget how new they are!"
Thorough, clear communication on every deal
Before you delegate
Anything else? Ask on your consultation call or email admin@tasktango.co.
Which aggregators and CRMs do you work in?
All major platforms, including Connective Mercury, AFG, LMG MyCRM, Finsure, Outsource Financial, BrokerEngine, Flex, Salestrekker, Acre and Intelliflo. Your team works inside your existing licence.
What turnaround can we expect?
SteadyAssist tasks are turned around within 24 hours. With CoreCrew, LifeLite and FlexFlow your officer works to your priorities on their scheduled days, and we agree service levels before we start.
Do your officers give credit advice?
No. Credit advice, recommendations, compliance notes and loan structure stay with the licensed broker. We prepare and process.
How do you keep client data secure?
Task Tango is ISO 27001:2022 certified and our officers work from our office, never from home. Every engagement is covered by an NDA, access is role-based and processes align with UK GDPR and the Australian Privacy Act.
Can we start with a trial?
Yes. SteadyAssist lets you send a single task. LifeLite and FlexFlow have no lock-in after the joining fee.
Ready to hand over your loan processing?
Book a 30-minute call, or send one file through SteadyAssist and judge the finished work first.