Shift Solutions
Shift Solutions handles the time-consuming administrative tasks, data entry, and file preparation so Australian mortgage brokers can focus on growing their business.
Your Dedicated Back-Office Mortgage Support Team.
Our workflows are fully customised to match your brokerage’s processing style and compliance requirements.
CRM & Loan File Setup
Complete data entry across NextGen/ApplyOnline and your brokerage CRM. We map asset, liability, and living expense details to ensure compliance from the start.
Compliance & Income Verification
Meticulous analysis of payslips, tax returns, and bank statements. We cross-reference client files against Australian lender policies to flag serviceability gaps early.
Pipeline Management
Proactive, end-to-end management of outstanding conditions. Our team handles daily tracking, valuation ordering, and lender follow-ups from submission to unconditional approval.
Optimize Your Operations
Stop getting bogged down by an administrative bottleneck. We integrate into your business to give you your hours back.
12-Hour
Timezone Advantage
100%
NCCP & BID Compliant
Why Trust Shift Solutions?
We utilise secure VPNs, multi-factor authentication (MFA), and restricted virtual environments to ensure your client data never leaves protected networks. Our team members undergo rigorous background checks, hold university finance or business degrees, and complete continuous training on Australian credit policies and aggregator workflows.
All back-office administrative operations and internal network security protocols strictly mirror the Australian Privacy Principles (APPs) to ensure absolute compliance.
Clear Your Pipeline. Scale Your Volume.
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