Bula Outsourcing Services

Customer Service

Handling of all customer-related queries and issues via email and phone

Data Entry. Management of broker information on deals onto Salestrekker

Uploading of client information onto Salestrekker and AOL

Customer and Lender liason: customer contact, liasing with lenders and brokers, settlement support and loan tracking through assessment

Preparation: 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

Quality Assurance

Compliance Checks: live broker deals, documentation uploaded onto Salestrekker and AOL

Compliance checks using broker Compliance Form

Process Improvement

Redesigning company processes and generating a process map to streamline communication, identifying key contact points in the process

Audit

Full compliance checks on broker deals up to Post Settlement stage

Marketing

Our highly skilled marketing executives help to manage client social media accounts, set up marketing strategies tailor made for your business including analytical fortnightly/monthly reports to track performance statistics

Broker Office Support

Management of loan applications from lodgement through to settlement

Commission 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

Broker Onboarding / Offboarding Administration

Assistance in successfully welcoming a broker to the business. Also, smooth transition of off-boarding a broker

Service Model of Your Choice

Pay per application per project or pay per virtual assistant