Client1st’s blend of technology, broking expertise, and administrative capacity, is improving financial outcomes for a rising number of Australian mortgage brokers. Every successful broker needs the right tools to increase their speed and accuracy, and ensure all bases are covered. Skip the data entry by using the dashboard to access the complete package of services and resources that every successful broker needs. We offer a full suite of services to brokers, so you can put your client first.
The dashboard delivers automated Loan Processing and Administration workflows tailored to each stage in the loan process, manages your compliance obligations, keeps you focused on communicating with your stakeholders, builds your knowledge, and gives you the 24/7 expertise of File Managers and Personal Assistants from submission to post-settlement. These teams achieve strict service standards to also coordinate your milestone communications with clients, conveyancers, referrers, agents and builders. They keep you fast, organised and agile for the high value tasks that make your business grow.
Simply log-in to the platform to use your new services on the easy-to-use dashboard, and interact with your new team and clients from the comfort of your device.