Mortgage & Home Loan Processing
Give your brokers their day back. We package, submit and progress loan files inside your aggregator platform, to your service levels, with every file quality-checked before it leaves us.
Loan processing is where broker capacity quietly disappears
Admin that adds no value to the client
Data entry, document chasing and lender follow-ups have to be done well, but they do not win the next client or the next referral.
Hiring locally is slow and expensive
Recruiting, training and retaining a processor takes months, and a single resignation puts every live file at risk.
Complexity keeps rising
Lender policy, serviceability and compliance requirements change constantly. Files need people who work in them every day.
End-to-end support, from enquiry to formal approval
- Application review & packagingCompleteness, income and supporting documents checked before submission.
- Serviceability & policy checksLender serviceability calculated and matched to current policy.
- Document collection & verificationWe chase, collate and verify client documents so your brokers do not have to.
- Aggregator & CRM data entryThe deal entered and maintained in your platform, exactly as your process requires.
- Valuation & pricing requestsValuations ordered and pricing or discretion requests raised with lenders.
- Lender submission & liaisonSubmission through lender portals and responses to every information request.
- Compliance collationCredit guide, preliminary assessment and consents complete and on file.
- Follow-up to formal approvalStatus tracked, conditions cleared and broker and client kept informed.
Platforms we work in
We work inside every major aggregator and broker platform, including:
Turnaround and quality
Files are processed to the service levels agreed with your firm and pass an internal quality check before delivery.
SteadyAssist tasks are turned around within 24 hours.
Your process, our people
- 1
Map your workflow
We document how your files move today, from enquiry to settlement.
- 2
Meet your team
Processors trained on your aggregator, lender panel and templates.
- 3
Delegate files
Hand over new deals through your CRM, email or Pulse Boards.
- 4
We process and check
Every file is checked by a second person before it goes to the lender.
- 5
You see status live
Track every file, task and turnaround in real time in Pulse.
Four plans. Pick the level of support that fits.
From a full-time officer who works only for you, to single tasks turned around in 24 hours. Every plan uses trained, supervised people who work from our office, never from home, inside your own systems.
| Plan | Best fitCoreCrewFull-time, dedicated | Best fitLifeLitePart-time, set days | Best fitFlexFlowPart-time, every weekday | Best fitSteadyAssistOn demand, per task |
|---|---|---|---|---|
| Best for | Growing brokerages that want dedicated help and structured oversight | Businesses not ready for full-time, or trialling the fit | Brokers who want help every day, including cover while they are on leave | Busy periods, without hiring or training anyone |
| Your officer | A Broker Support Officer (BSO) who works only for your business | The same BSO on your agreed days; they support one other business on other days | The same officer on the same morning or afternoon shift every day | The next available Mortgage Support Officer, first in, first out |
| When they work | Full-time, on your business days | At least two full days a week, on fixed days | Four hours a day, five days a week | 7:00am to 5:00pm IST (11:30am to 9:30pm AEST), with a 24-hour turnaround |
| What they can do | Almost any operational, administrative or file-related task | End-to-end processing, from documents to lodgement and aftercare | End-to-end processing, from documents to lodgement and aftercare | Single tasks from a set menu, or a fixed package per file through to settlement |
| Training from you | Three-week Task Tango induction, then your processes | Task Tango process guides, plus any variations you share | Task Tango process guides, plus any variations you share | None needed |
| Quality and oversight | Monthly quality checks, monthly scorecards, learning and development | Work tracked in MyCRM Activities or our Task Allocation Tracker | Work tracked in your CRM or our Task Allocation Tracker | An email when each task is received and when it is complete |
| Getting started | Sourcing takes four to eight weeks, then about two weeks to handover | Within seven days of applying | Seven days after your application | As soon as your agreement is signed |
| How it is billed | One fixed monthly fee, on your aggregator invoice | Per day, billed monthly | Per day, billed monthly | Per task or per file, billed monthly |
| One-off fee | Onboarding fee | One joining fee, then unlimited opt-in and opt-out | One joining fee, then unlimited opt-in and opt-out | None |
| Lock-in and notice | 90 days’ written notice | No lock-in, 24 hours’ notice | No lock-in, 24 hours’ notice | No lock-in; stop sending tasks at any time |
| Full details | View CoreCrew | View LifeLite | View FlexFlow | View SteadyAssist |
No plan involves credit advice, recommendations, compliance notes or deciding loan structure; those stay with a licensed broker. Pricing is shared on your free consultation call.
Not sure yet? Try us with a single task
Start with SteadyAssist: send one processing task and see the finished work before you commit to anything more.
- No joining fee
- No lock-in: stop sending tasks at any time
- Back within 24 hours
Book single tasks, or hand over the whole file
With SteadyAssist you pay per task, or one fixed amount per file. The same twelve file tasks, packaged three ways. About SteadyAssist
| Task | Best fitIndividual tasksAny task, on demand | Best fitSubmission-Ready FileFact-find to lodgement | Best fitEnd-to-End FileFact-find to post-settlement |
|---|---|---|---|
| Best for | Brokers who want help with specific steps | Brokers who manage settlement themselves | Brokers who want the whole file handled |
| How it is billed | Per task | One fixed amount per file | One fixed amount per file |
| Pre-submission | |||
| Client file setup & CRM data entryMyCRM, Salestrekker, Mercury | On demand | Included | Included |
| Document collection & verificationPayslips, statements, ID and VOI chasing | On demand | Included | Included |
| Credit check & report review | On demand | Included | Included |
| Serviceability & borrowing capacityMulti-lender calculations | On demand | Included | Included |
| Lender pricing requests | On demand | Included | Included |
| Compliance packCredit guide, preliminary assessment, BID notes | On demand | Included | Included |
| Application packaging & lodgementApplyOnline, Simpology | On demand | Included | Included |
| Valuation ordering & follow-up | On demand | Included | Included |
| Submission to settlement | |||
| Lender follow-ups & status updatesSubmission through to approval | On demand | Not included | Included |
| Approval-to-docs administrationLoan docs check, discharge forms, FHOG | On demand | Not included | Included |
| Settlement booking & coordinationLender, solicitor, outgoing bank | On demand | Not included | Included |
| Post-settlement wrap-upRepayment check, CRM close-out, review reminders | On demand | Not included | Included |
| Ongoing and ad-hoc | |||
| Annual reviews & retention repricing | On demand | On demand | On demand |
| Loan variations & top-ups | On demand | On demand | On demand |
| General admin & CRM housekeeping | On demand | On demand | On demand |
Complex lending (trusts, SMSF, commercial and asset finance) is scoped individually. Pricing is shared on your free consultation call, based on your volumes.
Why brokers choose Task Tango
ISO 27001:2022 certified
Client data handled under a certified information security management system.
Managed, not just staffed
We recruit, train, supervise and cover leave, so you never carry the HR load.
Quality-checked files
A second set of eyes on every file before it reaches a lender or a client.
Real-time visibility
See every task, owner and turnaround in Pulse, and message your team directly.
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.
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 limited to the systems your team needs, and our processes are aligned with UK GDPR and the Australian Privacy Act.
What turnaround can we expect per file?
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 with you before we start.
Who do we talk to day to day?
Your processors directly, in your time zone, plus a named account manager for anything about the engagement itself.
Can we start with a trial?
Yes. LifeLite and FlexFlow have no lock-in contract, so they are an easy way to trial a support officer, and with SteadyAssist you can start with a single task. Full-time CoreCrew engagements begin with a structured handover.
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. A truly valuable support team for any broker.
Ready to hand over your loan processing?
Book a 30-minute call. We will map your workflow and show you exactly how a Task Tango team would run it.