Services

We offer both loan submission and loan processing services in addition business coaching and have helped hundreds of brokers across Australian since 2006. 

Loan Submissions

We have a specialised loan submission team to take the file from initial enquiry to full submission. Our goal is to improve efficiency and free the broker to do more of what he/she enjoys. ​

Loan processing

By taking away from the broker or their admin team the hassle, tedium and drudgery of doing their own loan processing the broker is increasing their hourly “take” from the loan transaction..

Business Coaching

We have a specialist business coach who is very experienced and knowledgeable in all areas of marketing, business strategy and structuring - particularly in the finance sector. The goal of a business coach is to get you to where you want to be faster, and more efficiently. ​

Frequently Asked Questions

Q: What are your fees?

A: We offer a very competitive fee structure offering processing only or the full service which includes Full Submission.
Contact us to discuss your requirements so that we may tailor a programme to meet your business needs.

Q: Will I deal with one processor or several?

A: We match you and your files with a particular processor and that processor will be your contact. Continuity is important and we always strive to meet your expectations .

Q: Is it faster to use Insight to get deals settled?

A: Yes. Due to the volume being processed we have developed unique relationships with lenders. They know our staff and we meet with the lenders regularly to explore ways in which we can improve the shared process. Having dedicated BDM’s to escalate deals is but a start.
Full submissions from Insight result in clean deals, fast processing and faster payment of brokerage.
Ask your lender about Insight and you will be encouraged by the high degree of confidence they have in our ability to deliver.

Q: What lenders do you deal with?

A: We process deals with all lenders.

Q: Can I see all the information that is being kept on my clients files?

Yes, you have full access to all your client information, you can check the status at anytime and leave comments for your designated processor. You can also add any information or documents to your shared file.

Q: What happens if I want to take holidays?

Your processor will be able to manage your files and contact your client while you are away. We will only need to be in contact with you if there is a credit critical requirement , which is highly unlikely.

Q: If Insight Processing is based in QLD, what happens if I am in a different time zone (e.g. when day light saving kicks in) ?

We have teams that deal with all issues and files in different time zones.

Q: Do I still contact my client throughout the process?

This will be your call whether you want to make the client contact. In our experience, your client is only too happy to be in direct contact with us.

Q: Who gets extensions on finance, cooling off periods or settlements if they’re required?

The Insight Processing team handles the whole process for you communicating with your client, the solicitor and if appropriate the real estate agent to organise appropriate extensions.

Q: Who chases the outstanding conditions on a file?

Insight Processing can manage this for you, however the option is there for you to elect to manage this process yourself.

Q: How do we get started?
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A: Contact us and we will provide you with full details, including training at your office. It is easy and seamless with no downtime in your business.

GET Started

More Testimonials 

Shannon's thorough knowledge of Banking products and processes, along with her attention to detail helps see our client's loans approved and settled in a timely manner.
I feel confident in the knowledge that my lending files are being actioned correctly, and that communication with my clients is conducted professionally and promptly.
Shannon's great work ethic and focus gives me peace of mind and the time to focus on other tasks in my business.
I would certainly recommend her services to any Broker. 
​Stephen - Mortgage Broker Sydney, New South Wales (with Insight for 8 years) 

I have been extremely happy with Vicki and Insight Processing.   Having her behind the scenes chasing up documents and checking on settlements saves me a lot of time and worry on every loan I submit, which also allows me to focus on converting more of my leads into submissions.   It's a win win. 
​Peter - Mortgage Broker Victoria (with Insight for 4 years)