Mortgage Broker Assistant - Australian Mortgage
About the job
- Proficiency in Broker Engine is preferred for daily customer relationship management, pipeline management, and AOL lodgement.
- High proficiency in AOL is required to lodge and manage applications independently without broker oversight.
- Exposure to NMB aggregator compliance software is advantageous.
- Credit awareness sufficient to identify document red flags, including payslips missing year-to-date figures, bank statements outside the acceptable age, and other document issues, without serving as a credit analyst.
- Ability to manage the pipeline proactively and keep files moving through stages without prompting.
- Capacity to lodge 1–2 applications per day using the customer relationship management system and AOL while managing all work-in-progress files concurrently.
- Ability to communicate with bank assessors about mortgage information requests, chase documents from clients, provide status updates, and coordinate settlement matters with conveyancers.
- Ability to work independently with minimal supervision.
- Strong organisation, problem-solving, attention to detail, time management, prioritisation, and process-driven file management.
- Personable, client-centric approach when dealing with clients and bank contacts.
- Send fact-find forms and document requests to clients.
- Collect and follow up on required documents and verify them.
- Maintain Broker Engine records and the application pipeline.
- Prepare applications through data entry and submission notes.
- Communicate with clients by providing updates and following up.
- Lodge deals with lenders.
- Follow up with lenders and manage application conditions.
- Coordinate files through to settlement.
- Run pricing requests and order valuations.
- Manage Dropbox and organise documents.
- Experience using Broker Engine for customer relationship management, pipeline management, and AOL lodgement.
- Exposure to NMB aggregator compliance software.
About the company
Pear Tree connects Australian businesses with offshore talent for direct, full-time hires from a global pool. It lets clients avoid traditional outsourcing by recruiting offshore staff directly, reducing labor costs and overhead while maintaining quality and compliance. The process includes sourcing candidates, screening for skills, and helping set up a dedicated offshore team that the client manages. The goal is to help Australian firms scale faster and improve productivity by accessing cost-effective global talent while providing a transparent, risk-free recruitment experience.
Company Size
1-10
Company Stage
N/A
Total Funding
N/A
Headquarters
Bristol, United Kingdom
Founded
2024
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Simplify's Take
What believers are saying
- Pear Tree's June 2026 guide says SME offshore hiring grew 45% year-over-year.
- September 2026 guide promises hires in 1–2 weeks, beating local recruiting.
- EOR and COR services start at AUD$400 monthly, lowering compliance barriers for SMEs.
What critics are saying
- RCSA agencies and Deel-style platforms bundle recruitment, payroll, and compliance at scale.
- Wage inflation in Manila and Cape Town compresses Pear Tree's one-time-fee economics in 2027.
- A Fair Work or tax misclassification scandal ends Pear Tree's trust-based sales motion.
What makes Pear Tree unique
- Pear Tree uses direct-hire placements, not ongoing BPO markups, for Australian offshore teams.
- By August 2026, Pear Tree says it served 750+ companies with 90% retention.
- It sources from the Philippines and South Africa, broadening supply beyond one labor market.
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Benefits
Remote Work Options
Paid Holidays
Professional Development Budget