Bula Outsourcing Services
Data Entry. Management of broker information on deals onto Salestrekker
Uploading of client information onto Salestrekker and AOL
show lessCustomer and Lender liason: customer contact, liasing with lenders and brokers, settlement support and loan tracking through assessment
show lessPreparation: cross check information in Portal by client and broker
Submission: AOL, cross check data input and supporting documents, Credit Proposa; and bank forms ready for client to sign, upload SOCA/CDP and supporting documents to Salestrekker, submit deal to lender, Salestrekker file management and update
show lessQuality Assurance
Compliance Checks: live broker deals, documentation uploaded onto Salestrekker and AOL
Compliance checks using broker Compliance Form
show lessProcess Improvement
Redesigning company processes and generating a process map to streamline communication, identifying key contact points in the process
show lessBroker Office Support
Management of loan applications from lodgement through to settlement
show lessCommission Management
The Commission Funder Module is specifically built for mortgage managers and Lenders. It simplifies the commission management process by allowing you to define product criteria such as upfront, trail and clawback period. It eliminates the complexity of managing commission management
show lessBroker Onboarding / Offboarding Administration
Assistance in successfully welcoming a broker to the business. Also, smooth transition of off-boarding a broker
show lessBula Outsourcing Services
Bula Outsourcing Services











