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POST SETTLEMENT
SERVICES

End-to-End Post-Settlement Support for Australian Mortgage Brokers.

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At Mortgaze Help, we provide professional post-settlement services that support Australian mortgage brokers after loan settlement and throughout the life of the loan.

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We manage pricing follow-ups, loan maintenance, lender communication, and client requests, helping brokers maintain strong client relationships while reducing ongoing administration.

PRICING & RATE MANAGEMENT

We proactively and reactively manage pricing and rate-related activity post-settlement.

  • Proactive and reactive pricing requests

  • Rate review follow-ups with lenders

  • Rate change monitoring and notifications

  • Ongoing lender correspondence

  • OUTCOME: Reduced ongoing admin and Improved client retention

AFTER SETTLEMENTLOAN MAINTENANCE & VARIATIONS

We manage post-settlement loan changes and ongoing loan requirements.

  • Collect and Send Loan Details to client upon settlement through Onboarding PDF which will be custom designed for you. 

  • Fixed rate and interest-only loan management and communication.

  • Loan Switch.

  • Repayment Type Change. 

  • Offset Account Management. 

  • Loan variations and top-ups.

  • Construction loan management from initial approval to completion, Invoice and Payment Management. 

  • Proactive Valuation requests and follow-ups

  • OUTCOME: Streamlined post-settlement management, faster response times, and seamless client and lender interactions throughout the life of the loan.

CLIENT SUPPORT & QUERIES

We manage post-settlement client communication and handle inquiries efficiently.

  • Responding to client queries regarding their loan.

  • Coordinating with lenders on client requests.

  • Answer any question from the client swiftly. 

  • Manage client queries with full care. 

  • Reactive Valuation requests and follow-ups.

  • OUTCOME:Faster response times and Consistent, professional communication.

WHY CHOOSE MORTGAZE HELP?

Choosing Mortgaze Help means dependable, full-lifecycle post-settlement support.

  • Experienced Support Team – Over 5 years’ experience supporting Australian mortgage brokers

  • Proactive Loan Management – Early identification and resolution of issues

  • Clear Communication – Timely updates for brokers and clients

  • Broker-Only Service – Exclusively supporting mortgage brokers

  • Cost-Effective – Reduce admin overhead without hiring in-house staff

  • Secure & Confidential – Strict privacy and data protection

HOW THE PROCESS WORKS?

  • You provide us user access - Create a user into your system and provide access to your softwares. 

  • You Send Us the Details – Required information shared securely

  • We Manage the Loan – Pricing, loan administration, variations, and ongoing management

  • We Communicate – Follow-ups with lenders and client queries handled efficiently

  • You Stay Client-Facing – You maintain the client relationship and provide advice

  • Process ultimately depends on how you want to setup the post settlement system. 

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