Guide for Mortgage Brokers
Guide for Mortgage Brokers
Guide for Mortgage Brokers
Administration Support for Mortgage Brokers
Managed Offshore Staffing Solutions
From the Directors
Drawing on over 20 years of experience in the Outsourcing Industry, we founded CountHQ
in September 2019.As the use of outsourcing and offshore staffing solutions for Accountants, Financial
Planners, Mortgage Brokers and Businesses continued to grow, we saw an opportunity to
offer a different level of service in the industry.In traditional models, we believe the hiring risk; staff turnover risk and training burden is
(unfairly) purely on the end client.We believe in a relationship with our clients where we view the implementation and
outcome of each project, as a shared responsibility.We passionately believe in our Managed Resource Model, which hinges on providing
offshore staff in a shared responsibility environment where outcomes are front of mind.
Wishing you a great 2025!
What We Offer
Loan Processing and Application Setup
- CRM Management
- Document Collection & Verification
Loan Assessment and Evaluation
- Serviceability Calculators
- Valuations & Pricing
Loan Management and Follow-Up
- Regular Follow-ups
- Status Update Reports
Loan Closing and Settlement
- Preparing Compliance Documents
- Discharge Forms
Post-Settlement and Client Retention
- Post Settlement Activities
- Client Retention Activities
Why Outsource?
Why our clients come to us
Reduce Costs
Outsourcing reduces direct overhead costs for
administrative based tasks.
It can also reduce the training burden on key
Australian staff, as a good provider will protect
against staff leave, staff turnover and re-training
Increased Efficiency and Reduced Turn-around time
By utilising Offshore Teams, Brokers can reduce their
turnaround time for Loan Processing and utilise key
Australian team members in more actively business
generating roles
Scalability
Outsourcing allows mortgage brokers to easily scale
operations based on demand. During peak seasons, an
outsourced team can manage increased workloads
without the need for new hires or training.
Why Us
Why our clients prefer CountHQ for their Outsourcing and Offshore Staffing Solutions
Shared Responsibility
We partner with our clients at the process level, and ensure our clients spend less time training and onboarding.
Internal Management Structures
Our team is part of internal management structures, and part of an organisational culture.
Immediately Available
We hire and train ahead of time, and give conclusive commencement dates.
Solution Oriented
We're not recruiters. We implement solutions for our clients and share responsibility for the outcomes.
Scalability and Succession Planning
We onboard knowledge and processes at the management level, reducing any hiring and turnover risks while improving scalability.
Delivery Models
Ad-Hoc, Per Deal
We offer a ‘per deal’ introductory model. With pre and post
settlement activities from $160 plus GST per loan
Part-Time or Full-Time Dedicated Staff
We offer fully trained PTE or FTE team members, with a dedicated
Technical Account Manager and Customer Success Manager
responsible for outcomesPart-Time: $1,500 plus GST per monthFull-Time: $2,900 plus GST per month
Typical Process
What you can expect initially
01
Introductory Call
- We'll discuss the types of services you may need assistance with.
- We'll discuss your tech stack.
- We'll explore whether CountHQ may be a good fit with your firm.
02
Workflow Call
- We'll look at the core tasks in more detail, and include a relevant Division Head from our team.
- We'll discuss volumes and expectations.
03
Proposal
- We'll propose a solution after reviewing our capacity against the core tasks identified during the Introductory and Workflow calls.
- Our proposal will include an implementation plan and timeline.
04
Rolling Implementation Calls
- We'll set up recurring calls with relevant Division heads to ensure a streamlined, outcome-focused onboarding.