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.
Mortgage Brokers
Fast, Accurate Loan Processing Support Without the High Overheads
Your Next Support Team is Already at CountHQ




Our Solution is Outcome Focused
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.
The CountHQ Process: from discovery to delivery

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

The CountHQ Difference




We are Redefining Outsourcing for Mortgage Broker Across Australia
Tech Integration
Salestrekker
MyCRM
Quickli
Connective (Mercury)
Flex
Infynity
Tech Integration







What Our Clients Are Saying

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.

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.

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.

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.

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.

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.

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.

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.

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

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.