SteadyAssist: processing tasks on demand, back within 24 hours
SteadyAssist is our flexible, task-by-task mortgage support service. Send individual processing tasks whenever you need them, with no long-term commitment. It is ideal when you need help fast in a busy period but don't want to hire permanent staff.
Why brokers choose SteadyAssist
- No lock-in contractUse it when you need it, stop when you don't.
- Fast 24-hour turnaroundTasks are picked up as soon as an officer is available.
- Pay per task or per fileYou only pay for completed work.
- No training neededOur officers already work to Task Tango's standard process.
- First in, first outTasks are allocated in the order they arrive.
- Skilled officers, ready nowExperienced Mortgage Support Officers ready to step in.
Pick the tasks you need
Each group lists the loan types it covers. Tasks are completed to Task Tango's standard process, and Mortgage Support Officers never contact your clients directly.
Discovery tasks
Eligible: Standard residential (refinance, purchase, pre-approval, construction, bridging and First Home Buyer schemes); SMSF and trust lending (data entry for individual applicants only); personal loans, payday loans and asset finance (through MyCRM, for individual applicants).
- Get documents bank-ready: rename, merge, split, compress, rotate and convert to PDF (up to 20, or more than 20 documents)
- TFN and CRN redaction
- Folder organisation
- MyCRM data entry: client contact card and health check
- Upload and tag to MyCRM, per NCCP checklist, with health check
- Credit check, per Equifax file (consent required)
Lodgement tasks
Eligible: Standard residential: refinance, purchase, pre-approval, construction and First Home Buyer schemes.
Not eligible: Bridging, SMSF and trust, company structures, personal loans, payday loans and asset finance.
- ApplyOnline or Simpology data entry, with health check
- Generate and complete lender forms, with health check
- Upload and verify documents to ApplyOnline or Simpology, per lender checklist, with health check
Other tasks
- Deal Preparation Package: end-to-end setup from MyCRM contacts to application documents (excluding credit checks)
- Lender follow-up, with notes added to MyCRM
- Back-book analysis: settled-deal report with account updates
Or pay one fixed amount per file
Submission-Ready File
Everything from fact-find to lodgement: all eight pre-submission tasks, for one fixed amount per file.
End-to-End File
Fact-find to post-settlement: all twelve file tasks, one fixed amount per file, one accountable team.
Which tasks are in each package?
See single tasks, Submission-Ready and End-to-End side by side, task by task.
Compare file packagesComplex lending (trusts, SMSF, commercial and asset finance) is scoped individually.
Minimum requirements for each task
Providing these upfront helps us complete your requests quickly and avoid delays. They are also on the SteadyAssist submission form and in your onboarding materials.
Deal Preparation Package
Before we begin: signed privacy consent for all parties; Credit Guide or equivalent disclosure sent to all parties; applicant, co-applicant and guarantor contacts created in your CRM; initial supporting documents collected (bank statements, ID, income evidence and loan statements where relevant).
After our initial review, the file is placed on hold until the broker has: completed every section of the Application tab with no outstanding items; added broker notes on the client's goals and preferences; added a product comparison with at least three options; and completed a servicing calculator from the preferred lender.
Back-book analysis
Valid broker codes.
Your preferred date range, for example "all settlements from 1 January 2020" or "all deals that settled in January across 2020 to 2024".
Lender follow-up call
Signed privacy consent for all parties.
Broker name and code, application number, aggregator (if relevant), full names and dates of birth, security address, CRM deal link, and the stage to follow up or any special instructions.
Document tasks (rename, merge, split, compress, convert, rotate, TFN/CRN redaction) and folder organisation
Signed privacy consent for all parties.
Documents are renamed and folders organised using Task Tango's standard naming structure and document framework. For batches of more than 60 files, the first 60 are prioritised by naming hierarchy.
CRM data entry (to the Lending tab)
Signed privacy consent for all parties; applicant, co-applicant and guarantor contacts created in your CRM; initial supporting documents collected.
Upload and tag documents to CRM (compliance checklist)
Signed privacy consent for all parties.
ApplyOnline or platform data entry
Signed privacy consent for all parties; every section of the CRM application complete with no outstanding items; notes that meet compliance requirements; loan structure completed; Credit Guide or equivalent disclosure sent to all parties.
Generate and complete lender application forms
Signed privacy consent for all parties; ApplyOnline or other platform record completed and validated; Credit Guide or equivalent disclosure sent.
Includes VOI and discharge forms, and government scheme forms and First Home Buyer grants where applicable.
Upload and verify documents to ApplyOnline or platform
Signed privacy consent for all parties; driver's licence for each applicant; broker access to credit checks through their CRM or platform.
How SteadyAssist gets going
- 1
Sign your agreement
Your agreement is sent through DocuSign.
- 2
Submit a task
Use the SteadyAssist submission form, with the minimum requirements for that task.
- 3
Confirmation
You receive an email as soon as your task is received.
- 4
Completed
The next available officer completes it, and you receive a second email when it is done.
SteadyAssist FAQs
Anything else? Ask on your free consultation call or email admin@tasktango.co.
Where do your Mortgage Support Officers work?
From our office, never from home, under our ISO 27001-certified controls.
Can I request the same officer each time?
Not with SteadyAssist. To keep the 24-hour turnaround, tasks go to the next available officer. For linked applications or several tasks on the same file, we route them to the same person wherever possible. If you want one dedicated officer, CoreCrew, LifeLite or FlexFlow will suit you better.
What loan types are supported?
Not every loan type is eligible for every task. The task menu above shows which loan types each group of tasks covers.
How are documents renamed and organised?
Our team uses Task Tango's standard naming conventions and folder structure, so every document is clean, organised and lender-ready.
What does the Deal Preparation Package include?
All Discovery and Lodgement tasks except credit checks, for a full end-to-end setup, so you don't need to submit several requests for one deal. If we need more detail from the Lending tab in MyCRM, we put the task on hold and let you know, then carry on through to ApplyOnline and the lender documents once it is updated.
Are there tasks SteadyAssist can't complete?
SteadyAssist covers only the tasks on the menu. Mortgage Support Officers never contact clients directly.
How does billing work?
All SteadyAssist tasks appear on your monthly Task Tango invoice and are billed in arrears by direct debit.
How do I stop using SteadyAssist?
There is no cancellation process. Because it is pay-per-task, simply stop submitting requests.
Not quite right? Compare the other plans
Talk to us about SteadyAssist
A 30-minute call to map your workflow. We will tell you honestly whether SteadyAssist or another plan fits best, and share pricing on the call.