“We cannot become what we want to be by remaining what we are.” – Max Depree
At RateOne, we offer a dynamic, supportive and energetic environment where a combination of hard work and dedication on your behalf can lead to a fulfilling and financially rewarding career.
TIME FOR A CHANGE?
We have developed an innovative system for lodging, tracking and settling home loan applications. RateOne can ensure your files fully meet NCCP compliance requirements. The Mortgage Processing Team was born to create more time for brokers and their personal assistants to concentrate on income producing activities. A mortgage career at RateOne allows you to do what you do best – develop long term client and referral relationships.
Currently we have a number of lead sources for those that would benefit from a little extra assistance in that area. On top of this, you have the opportunity to derive alternate income streams via our Financial Planning division, car finance and commercial specialists.
In 2015, RateOne won the Better Business Award for Best Independent Office and Finalist in Australian Broking Awards for Major Brokerage of the Year – Non Franchise.
RateOne was included in the Adviser Magazine Top 25 Australian Brokerage in 2016.
MORTGAGE PROCESSING TEAM
Send consistent updates via SMS and email to client and related parties as instructed by the broker.
Follow up with solicitor and lender agents through to settlements
Post settlement communication, and in flight customer journey nurturing.
Data Entry of application into CRM, Apply Online.
Providing file updates to valuations, loan applications progress and discharge requests.
Prepare forms to be signed by clients (NCCP, Lender’s Privacy, Discharge Forms, FHOGs)
24 Hour access to File Tracking Software; via desktop, iOS and Android apps