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Here are some common examples of outsourcing, especially relevant for businesses like mortgage broking, accounting, and other service-based industries:

  1. Mortgage Broking Outsourcing

Loan Processing Support

– Collecting documents

– Lodging applications in lender portals

– Chasing banks for updates

Credit Assessment & File Prep

– Reviewing credit reports

– Preparing fact finds and summaries

Post-Settlement Support

– Client follow-ups

– Cross-sell opportunities (e.g. refinance reminders)

  1. Accounting Outsourcing

Bookkeeping

– Data entry, reconciliations, payroll

BAS & Tax Prep

– Drafting for review by local Accountants

Year-End Compliance

– Preparing workpapers, financial statements

SMSF Support

– Admin and compliance processing

  1. Virtual Assistant/Back-Office Outsourcing

Calendar and email management

CRM data entry and cleanup

Client follow-up calls and reminders

Report generation and slide decks

  1. Marketing Services

Social media planning & posting

Blog writing & newsletter support

Designing flyers and creatives

Basic SEO and web updates

  1. Customer Support Outsourcing

Answering client queries via chat/email

Call handling or appointment setting

Ticket tracking and resolution

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digital.proowrx

Lvl 3
5mo ago

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