MORTGAGE & FINANCE ADMINISTRATION
Behind every great outcome.
Experienced back-office support for mortgage and finance professionals — from client onboarding and document management to application processing, compliance administration, settlements, CRM and ongoing client care.
Why Ausena
Back-office support with lender-side experience.
Ausena’s mortgage administration capability is informed by more than 15 years in banking and financial services, including lender-side credit assessment and underwriting experience as a Credit Manager within Westpac Group, together with six years providing the day-to-day administrative backbone for a licensed mortgage practice. That combination means we understand what a well-prepared file needs to look like, not just how to process paperwork.
The mortgage administration journey
Where Ausena supports each stage
01
Enquiry
Initial contact logged, CRM record created
02
Onboarding
Client file established, consent and privacy paperwork
03
Documents
Collection, chasing, checklist and completeness checks
04
Application
Data entry, file prep for broker review, lender portal admin
05
Lender Requirements
Following up outstanding items under the broker’s direction
06
Settlement
Coordination, tracking, status updates to all parties
07
Post-settlement
Confirmation, thank-you communications, filing
08
Review
Anniversary and fixed-rate expiry reminders, check-ins
“A well-prepared file looks different when you’ve sat on the assessor’s side of the desk.”
Broker & Client Administration
- New client onboarding and file establishment
- CRM administration and appointment coordination
- Email and inbox management, client follow-ups
- Document collection and outstanding-document follow-up
- File naming, organisation and electronic filing
- Broker diary/calendar and referral-partner administration
Loan Application Administration
- Preparing files for broker review, application data entry
- Collating supporting documents, checklist reviews
- Tracking application progress and milestones
- Lender/aggregator portal administration and document uploads
- Following up outstanding lender requirements under the broker’s direction
- Status updates, settlement tracking, post-settlement administration
Document & Compliance Administration
- Collecting payslips, bank statements, ID and expense documents
- Assets/liabilities collation, self-employed applicant documents
- Compliance checklist administration and document version control
- File completeness checks and audit-file preparation
- Consent/privacy and credit-guide distribution administration
- Compliance-register maintenance, aggregator compliance admin
Pipeline & Client Retention
We maintain the full pipeline — enquiry through to post-settlement — so you always know exactly where every client sits.
- Dashboards, reminders and overdue-task tracking
- Settlement confirmation and thank-you communications
- Anniversary and fixed-rate expiry reminders, loan-review reminders
- Client check-in campaigns and database segmentation
- Review/testimonial and referral-request administration
Technology for Brokers
Where our technology capability meets mortgage administration: secure systems that make the back office run smoothly.
- Microsoft 365 setup and secure document management
- CRM implementation and optimisation, automated workflows
- Automated document-request and reminder processes
- Pipeline dashboards and Power Automate workflows
SCOPE OF SERVICE
Administrative support, not credit advice
We handle the collection, organisation and administrative processing behind your loan files — not the assessment of loan suitability. We don’t recommend lenders or products, assess suitability, give credit advice, or act as an intermediary between a credit provider and consumer. The authorised broker remains responsible for all regulated credit decisions and advice.
The back office behind your brokerage.
Tell us where your pipeline is getting stuck and we’ll tell you honestly whether we can help.
0425 558 292 · support@ausena.com.au · Adelaide, South Australia · Remote support Australia-wide