jcd loan processing services presentation

Loan Processing &Tracking Services

Presentation for mortgage brokers

Mission Statement

•  Our passion to support mortgage brokers to enable them to be effective in their business goals and achievements. We are professional administrators who love what we do and want to lighten the load so you can enjoy bringing in the business but give your clients the experience of a stress free transaction.

• With the team looking after your loan settlement, you have more time to focus on your core business, and grow your revenue.

The Process

YOU SEND FILE WE PROCESSING WE FOLLOW UP

WE KEEP YOU INFORMED

The Process

• Send us your loan file

• We enter application into your CRM 

• We Submit to the lender

• We then follow up the application till settlement

Once you interview the applicant and find out what best product suits their needs, simple tell us how you want to structure the loan by completing a one page instruction form

Them to start the Job you simple email us

• Instruction form

• Scan the client’s needs analysis or fact finding forms

• All  support files

• Email to: loanprocess@jcl.net.au

• Or upload to our Dropbox

 With 24 to 48 hours turn around we will 

•  Prepare your loan application

• Produce documents to sign

• Prepare the support file

• Submit it to the lender

We them commence the follow up with the lender, applicants and other parties to keep you up to date till settlement.We will attach the file and NCCP documents to your CRM ensuring you are always compliant

If you don`t have CRM

If you don't use a CRM them we will send you all the files, notes and communications and Upload to our Dropbox for a period of time".

How do we communicate with your client?

We will send a template email of your stationery to your client (and will cc: you) at the following stages:  

•  Application Lodged 

•  Application Conditionally Approved 

•  Application Formally Approved – to client 

•  Application Formally Approved – to client’s solicitor. As well as – (where applicable): 

•  Further information requested by lender 

•  Query if documents have been returned to lender by post 

•  Documents / Privacy consent not signed.

At what stage will the team follow up on my loan file?

Our team will communicate with the lender on a regular basis. We have pre-set triggers in the system that will allow us to:

Application Process 

•  Confirm application received 

•  Advise client of lodgement 

• Follow up conditional approval with the lender 

• Follow up outstanding documents – requested by lender 

• Advise client of conditional approval 

•  Check if valuation is required/ ordered 

•  Check if valuation has been returned 

•  Confirm full approval 

•  Advise client of full approval

Settlement Process 

•  Check that letter of offer and mortgage documents have been issued 

•  Check that broker/ client has received documents 

•  Check that Lender has received signed documents 

•  Confirm that file has been certified 

•  Confirm settlement has been booked 

•  Confirm settlement has occurred.

Services• Process  loan Application

• Loan Tracking

• Process  loan Application & tracking till settlement

• Multiple loan applications

for more information please visit website

Pricing

Taking complete care of your loan processing

from only $80 per loan

See our specials

Full Service and Pricing

Email: info@jcl.net.au

Contact Us

Website www.jcl.net.au

Email: loanprocess@jcl.net.au

Telephone: 02 8809 9318

Mobile: 0402 950 572

Thank You

For taking the time to view our presentation

Looking to forward to hear from you in the near future