Mortgage Brokers

Fast, Accurate Loan Processing Support Without the High Overheads

CountHQ delivers outcome-driven offshore admin teams to help brokers close more loans and spend less time on paperwork

Your Next Support Team is Already at CountHQ

Mortgage broking is fast-moving and detail-heavy. Every delay or error can cost you a client or a deal.
That’s why mortgage brokers choose CountHQ. We provide fully managed offshore admin teams that integrate seamlessly with your systems, helping you process more loans, maintain compliance and give your clients the service they expect.

Our Solution is Outcome Focused

We truly understand what mortgage brokers need. How? Because we’re financial specialists ourselves.
We’re your offshore finance team partner, helping mortgage broker firms scale without the overheads and headaches of traditional hiring.
Get a reliable offshore team that’s trained, retained and performance-managed by our Australian-led managers.

Services Our Teams Provide
to Australian Mortgage Brokers

CRM Management

Data entry, contact updates, task allocation and client notes.

Document Handling

File collection, compliance checks and uploading to portals.

Lodgement Preparation

File review, application setup and supporting doc prep.

Post-Settlement Tasks

Welcome letters, database updates and broker follow-ups.

General Admin

Inbox management, client communication templates and marketing list updates.

Outsource with Confidence. Complete your team.

You can count on CountHQ because your next mortgage broker support assistant is already part of our team.
They’re already fully trained and ready to begin working with you.

The CountHQ Process: from discovery to delivery

We understand the urgency in mortgage broking, so we get your offshore support team in place fast.

Step 1: Discovery Call

We take the time to understand your workload and tech stack.

Step 2: Resource Planning

Match roles with your support requirements.

Step 3: Onboarding

Set up secure access and integrate into your processes.

Step 4: Active Oversight

CountHQ managers handle training and performance.

Step 5: Review & Scale

As your pipeline grows, we can scale with you.

COUNT ON US

Why CountHQ for Mortgage Brokers?

Built for Brokers

We understand aggregator systems, CRM workflows and compliance pain points.

The Back Office Team You Can Trust

Our team is hired, trained and managed to deliver accuracy and consistency.

Australian-Led Oversight

Your offshore mortgage support team reports to CountHQ managers with mortgage experience.

Faster Onboarding, Better Continuity

Our model reduces staff churn and avoids knowledge gaps.

End-to-End Loan Support

From pre-lodgement to post-settlement, we have your mortgage broker admin covered.

Scalable for Growing Brokers

We match support to your volume and grow with your mortgage broker business.

Mortgage Brokers Case Study

What You Get with CountHQ

Pre-trained admin support team ready to plug in

Oversight from experienced delivery managers

Transparent pricing and simple onboarding

Accuracy in CRM, compliance and document control

Confidence that your back office won’t hold you back

CountHQ vs Traditional Offshoring

Traditional Offshoring
Speed to Start
Within 7 days (usually 48 hours)
Slow, with possible set-backs
Training Requirements
Workflow and Process Only
Skill-based training
Oversight Required
Minimal
High
Provider Support (Technical)
High
None
Continuity Support
Built in
Only if staff leave
Client Involvement
Workflow and Process Based Only
Depending on Staff Performance

The CountHQ Difference

CountHQ integrates seamlessly with your team, providing the right talent with the oversight, accountability and reliability that’s essential to your firm’s success.

We are Redefining Outsourcing for Mortgage Broker Across Australia

Unlike traditional recruiters or outsourcing models, we’re structured for outcomes.
Our shared responsibility approach means you’re not alone in training, managing or solving staff issues.
We don’t just hand you a resume. We give you a fully managed offshore admin team that’s set up for the long term.

Tech Integration

We support all major platforms used by Australian Mortgage Brokers, including:

Salestrekker

MyCRM

Quickli

Connective (Mercury)

Flex

Infynity

Tech Integration

We support all major platforms used in Australian mortgage brokerage firms, including:

What Our Clients Are Saying

I’ve worked with Ben and his team at CountHQ on two separate occasions to boost our finance firepower at companies I’ve worked at. Ben is approachable, quickly understands what you’re looking for and leads an excellent team that operates and executes at a high level.
Our extended team at CountHQ have become integral members of our finance function. They are responsive to guidance, proactive with process improvement suggestions, and consistently delivering quality outcomes.
I’ll use them time and time again.

Michelle (Head of Finance)

The CountHQ team have been a part of our firm for 2 years now providing high quality support in our growing firm. We continue to grow our team at CountHQ due to their high standard of work, their great communication and ongoing on-time performance. The extra layer of review and manager insight they provide is excellent. We recommend this team to any firm looking to scale.

Falanga & Co

CountHQ came on board when our finance department was in disarray, and in under a year they’ve completely turned it around. We now have a functional, responsive, and reliable finance team. Their support has been instrumental in helping us navigate tough industry conditions, and their clear communication and can-do attitude make them a pleasure to work with. Highly recommended.

Speakeasy Hospitality Group

We were introduced to Ben as an option when reviewing our outsource model, so pleased we were, as the level of professionalism, support and engagement is far better than we have encountered anywhere else. The people we work with feel like they are part of our team and we now use them for Bookkeeping, Tax preparation and Financial Planning support.
The time taken to undertake our jobs is very favourable, and its all done with a great sense of humour.

Bullot & Rankine Chartered Accountants and Financial Planning

We’ve worked with CountHQ for 4 years. Ben, Alex and their team were instrumental in helping us set-up a platform for growth in our Tax Division. They don’t just provide staff, they provide insights and collaborate on workflow, workpapers and process. We’ve grown our CountHQ team 4 fold over our tenure working together. CountHQ handles all the team structuring and staffing allocations, so our team only has to focus on the workflow.

Obsidian Advisory

We’ve been using CountHQ for the past year for outsourced accounting, bookkeeping, and tax services, and we’re very impressed with their professionalism and efficiency. Their amazing team has not only supported our business but also made our clients’ work significantly easier through their accurate, timely, and streamlined processes. Their responsiveness and attention to detail have been outstanding. We highly recommend CountHQ to any business or advisor looking for a reliable and skilled outsourced accounting & bookkeeping services partner.

Acro Accounting and Acro Financial Planning

After trying multiple other Outsourcing models and companies, we found CountHQ. We were initially attracted by CountHQ’s Managed Resource Model. Their attention to detail and organisational structure behind the team has been the difference maker. Our Management Team is really excited as we now have a safe base to grow our Offshore Team with a trusted partner.

Stoneturn Brokers

We’ve used other Outsource providers in the past, and find CountHQ’s service levels far superior. We receive support in Tax, Bookkeeping and SMSF, and highly recommend their services. The ability to think through processes and strategise directly with Founders has been very useful to us as a Practice.

McCormack Accountants & Advisors

Our Finance Function and team was in disarray, with poor processes, reporting and staff turnover. The CountHQ team managed to stabilise the ship, and implement new, robust procedures which have taken a huge load off our shoulders, while reducing our total spend in the area. We continue to refer them to anyone who asks.

Create Catering

Let’s Streamline Your Back Office, so you can Focus on Your Clients

Let’s discuss how our next-gen offshore people solution can deliver scalable, expertly managed broker support and admin teams to support your business growth in today’s evolving world
You can count on us. Give us a call to learn more.
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CountHQ Offshore Accountants FAQ's

Yes. We’re experienced with most major mortgage broker CRMs and aggregator platforms. Our offshore mortgage broking support team is trained to follow your workflow.

Onboarding your offshore mortgage broking support team can be completed in as little as 1 week. We have pre-trained resources ready to go.

Our offshore mortgage broking support team can manage everything from compliance document collection to application prep, email follow-ups, post-settlement admin and more.

No. We handle the initial training and ongoing performance management through our Australian-led delivery team. We will need your support on your preferences, systems and workflow. Our broking support team can manage everything from compliance document collection to application prep, email follow-ups, post-settlement admin and more.