Welcome to PS Unlocked
We are an Australian based boutique style business offering broker support to likeminded professionals.
Mortgage Broker Support Packages
We have identified one of the biggest challenges for brokers has always been admin. It can create a bottleneck and hinders business growth.
We offer a white label service that means your branding stays consistent and professional.
Onboarding - $149 + GST one off per broker/office
1 hour strategy call with the broker
Training on broker CRM and discussion regarding current workflows
Discussion about logins and access
Pre-Lodgement CRM/Apply Online data entry only $199 + GST per file
Liaising with clients for pre-submission requirements - living expenses, statements, ID etc.
Apply online data entry ready for submission (broker loan/diary notes required)
Broker CRM data entry
Prepare/attach supporting docs for submission
FHOG completed (if required)
Order upfront valuation
Prepare file ready for review and submission by broker
*Additional cost for submissions for family guarantee, multiple property loan submissions, complex deals fee from $149 +GST
Loan Processing from lodgement to settlement $349 + GST per file
Upon submission we will follow up the progress of each file until settlement
Contact the client to introduce our team as the go to for updates on their application
Submit pricing request if required (depending on lender)
Regular client updates via email or phone
Liaise with lenders, agents, accountants and conveyances are required
Updating the broker’s CRM and workflow
Regular broker updates
Conditional, Unconditional and settlements emails sent to the client
Liaise with client and broker to satisfy conditions and missing information requests for the application
Discharge paperwork will be completed and sent to OFI ready for settlement
Will liaise with the broker, solicitor and client to ensure any shortfall of funds is ready for settlement to avoid delays
Liaise with all parties to ensure settlement is booked and all outstanding requirements have been met
Client will be advised when file is booked in for settlement
On the day of settlement we will confirm settlement has occurred and will advise the broker.
Contact the client to congratulate them on the settlement of their loan!
Loan types included: Standard purchases and refinances
Additional cost for submissions and follow ups for the below loan types:
Land and Construction loan additional fee $249 + GST (includes follow up of progress payments)
Cloned applications and expired pre-approvals for resubmission fee $99 +GST
Family guarantee, multiple property loan submissions, complex deals fee from $149 +GST
Complete Solution from Pre-Lodgement to Settlement $499 + GST per file
Pre-Lodgement
Liaising with clients for pre-submission requirements - living expenses, statements, ID etc.
Apply online data entry ready for submission (broker loan/diary notes required)
Broker CRM data entry
Prepare/attach supporting docs for submission
FHOG completed (if required)
Order upfront valuation
Prepare file ready for review and submission by broker
Loan Processing
Upon submission we will follow up the progress of each file until settlement
Submit pricing request if required (depending on lender)
Regular client updates via email or phone
Liaise with lenders, agents, accountants and conveyances are required
Updating the broker’s CRM and workflow
Regular broker updates
Conditional, Unconditional and settlements emails sent to the client
Liaise with client and broker to satisfy conditions and missing information requests for the application
Discharge paperwork will be completed and sent to OFI ready for settlement
Will liaise with the broker, solicitor and client to ensure any shortfall of funds is ready for settlement to avoid delays
Liaise with all parties to ensure settlement is booked and all outstanding requirements have been met
Client will be advised when file is booked in for settlement
On the day of settlement, we will confirm settlement has occurred and will advise the broker.
Contact the client to congratulate them on the settlement of their loan!
Post Settlement Marketing & Client Retention Package - $249 + GST per file
After settlement we will contact the lender to ensure the loan has been setup correctly for the client including correct rates, packages, offsets are linked, when and where repayments will be coming out of and send an email to the client with all the relevant information
Contact the client to ensure their welcome pack and cards have arrived from the lender. Liaise with the lender if required to ensure they have the correct address etc.
Update the broker’s CRM with post settlement details including new client address
Update the broker’s CRM and workflow with relevant follow ups for the anniversary of the loan (for a home loan health check) and expiry of fixed rate
A call will be made to the client:
Asking about their service experience and an email to be sent requesting a review directing them to the broker’s preference - google reviews, Facebook, LinkedIn etc. - to be discussed with the broker
Asking the client to subscribe to marketing like the newsletter, RBA updates, text message updates etc. - to be discussed with the broker
During the call or via email a request for referrals of family and friends will be made to the client
Organise a settlement gift for the client - to be discussed and approved by the broker. Cost will be incurred by the broker. We are able to source options when given a budget and theme to work with. (Optional)
A team based right here on the Gold Coast!
Let us help you by:
Freeing up your time to focus on building your brand
A boutique style business working efficiently behind the scenes.
Nurturing your valued clients through superior customer service and accurate database management.
You've poured your heart into your venture and now seek assistance to take the next step towards growth and success! It's crucial to find someone who shares your values and vision. Let’s find out if we’re aligned so we can start our journey together!
Unlock more about Paul & Sarah
How can Sarah support your business?
With over 20 years of experience in broker support and admin management roles, Sarah has the expertise to help your business thrive. Working alongside mortgage brokers, real estate agents and other service professionals.
Sarah’s skillset and passion includes:
Mortgage Broker Support
Sales Support
CRM/Database Management
Client Retention
Let Sarah assist in elevating your business to success!
