OBSupport staff are located in our professionally-operated, contemporary office environment in the heart of Manila’s commercial district, the Philippines.

Our approach ensures your offshore employees become an integral part of your business, working closely alongside your onshore team. You have full day-to-day management of workload and handling of proprietary or sensitive information – and we take care of the rest.

You control each stage of the employee journey: from hiring to daily assigning of tasks and setting performance objectives. Enjoy peace of mind with the flexibility to grow your outsourced team as your business demands it.

CRM
MANAGEMENT

Managing all existing and new applications and files within CRM: all data entry, automated CRM document requests, monitoring and updating changes in real time for applicants through to settlement.

ALL LOAN
SUBMISSIONS

Preparation of the complete online application: pre-submission and vetting applicants’ supporting documentation, prior to submission to the nominated lender.

MONARCH
CERT IV – Diploma

Relevant ongoing training and qualifications offered for all outsourced staff: Residential, Commercial, Agriculture, Asset and Equipment

LOAN APPLICATION,
ETC

Fully supported end-to-end loan process: assistance at each stage, from inception to settlement and meeting key milestones.

TAILORED SOLUTION/
COMPLIANCE

Step-by-step assurance for all compliance requirements.

DATA ENTRY & UNDERWRITING

Management of all client data entry within relevant CRM systems, ensuring complete financial assessment of all applicants.

SPECIALIZED
INDUSTRY TASKS

Support for broader industry functions across relevant loan application platforms (i.e. Dropbox, Google Drive, Zapper): ordering valuations, credit report requests and bank statements.

How our processes work

Does your current aggregator offer digital client document collation, client privacy acceptance, client fact-find creation, signing of compliance docs and client follow-up via their existing CRM?If not, our tailored solution streamlines all your digital processes, without disruption – simply switch it on.

We take the complexity out of compliance.

Outsource Broker Support are delivered under strict privacy, security and compliance regulations: EU General Data Protection Regulation (GDPR), international security standards (ISO 27001) and the Australian Privacy Principles (APP).