Industry Guide: Finance Broker Support
Utilise offshoring to support loan processing, enhance client service, meet compliance requirements and drive your business bottom line.



Reduce non-revenue time 

Sharing, reducing or removing back-office workload allows Finance Brokers more time to focus on building and maintaining client relationships and other revenue-generating activities.

Maximise customer-facing time

Having Finance Brokers to devote valuable time towards appointment setting and data collection is a waste of their expertise. Hand off routine workload to unlock your potential. 

Maintain compliance

Maintain compliance despite the frequent changes in credit policy and procedure. Keep up with the varying lender requirements to expedite application processes.

Increase brand awareness 

Leverage existing data and generate new leads through marketing campaigns and online presence. Maintain relationships with clients and position yourself front of mind.


Our Engagement Process

Engagement Process

Brainsource is a ‘full service’ agency and handles all aspects of your offshore staff. 

A local service delivery manager acts as your liaison point into your offshore team for all matter relating to HR, although you interact with your staff member as if they were a member of your internal team. 

Brainsource Engagement Process Diagram

Advantages of Offshoring

  • no ICT assets to pay for 
  • no time and attendance monitoring 
  • no tech support 
  • no office furniture and equipment 
  • no leased space

Roles Available



Appointment Setter 

  • Schedule and follow-up appointments 
  • Build and maintain client relationships 
  • Respond to emails and phone queries 
  • Documenting, updating and maintaining client list 

Loans Processor 

  • Evaluate credit worthiness through application process 
  • Verify changes in credit policy and procedure 
  • Determine client financial eligibility 
  • Maintain compliance and adhere to lending guidelines 

Finance Assistant 

  • Review loan applications 
  • Prepare letters of credit for clients 
  • Provide administrative support to loan officer 
  • Track loan processing and billing 

Loan Writer 

  • Personalise responses to finance enquiries 
  • Manage CRM systems for best value outcomes 
  • Provide lending solutions for potential and existing clients 
  • Educate clients on finance process and requirements

Credit Analyst 

  • Analyse credit data through reference checks 
  • Perform risk assessments 
  • Recommend loan limits and conditions 
  • Review credit and loan limits in line with company policy and account activity 
  • Maintain accounts and payment requests and records 
  • Prepare reports, loan statements and accounts 


Social Media Marketing Administrator 

  • Publish blog content 
  • Manage SMS opt-outs 
  • Post content to website and social media 
  • Provide timely industry news 

Creative Designer 

  • Create brochures 
  • Make photo touch ups 
  • Design custom newspaper and magazine ads 
  • Create layout for monthly newsletters 
  • Design booklets, DL flyers, posters, window cards 
  • Draft internal documents 


Other Services Available 

  • Database Cleansing 
  • Social Media Manager 
  • Web Developer 
  • SEO Specialist 
  • Personal Assistant 
  • Data Entry Specialist 
  • Telemarketer 
  • Customer Service Representative 
  • Marketing Specialist



Download our Finance Broker industry guide below for more information.

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