Mortgage broking ✦ CRM & nurture ✦ Dedicated
CRM & lead nurture
administrator
Pipeline kept honest, leads followed up on a real cadence, annual reviews and fixed-rate expiries booked before the client shops elsewhere — the back book most brokers know they are neglecting.
Looking for this kind of work yourself? Apply at staffingsolutions.ph — this page is written for businesses hiring.
$14/hrFrom, + GST · full-time
Up to 70%Vs. a local hire
Back bookReviews actually booked
~2 wksBrief → first day
The best mortgage lead is the one you already settled
Every broker knows their existing book is their best source of business, and almost every broker under-works it. Fixed rates expire without a conversation. Annual reviews never happen. Referral relationships go quiet. Meanwhile the same broker spends money on new leads.
It is not a knowledge problem — it is that the follow-up is endless, unglamorous and always second to whatever settles this week.
A dedicated CRM administrator makes the back book systematic: expiries diarised, reviews booked, nurture running and the pipeline accurate enough to trust.
What they run
- Pipeline hygiene — Every opportunity with an accurate stage, next action and date — so your pipeline reporting is worth reading.
- Lead follow-up — New enquiries worked to a real cadence over weeks, not one attempt and a shrug.
- Fixed-rate expiry programme — Expiries tracked and clients contacted ahead of time to book a conversation with you.
- Annual review booking — A rolling programme of review conversations booked into your diary rather than intended.
- Nurture campaigns — Email and SMS sequences built and maintained in your CRM, with content to your brief.
- Referral partner touchpoints — Agents, accountants and planners contacted on a schedule so relationships do not go cold.
- Reporting — Where leads come from, what converts, and how much of the back book has been touched this quarter.
The credit advice line
Booking, chasing and data work travel. Any conversation about product or suitability is the licensed broker's.
- Credit adviceNever. They book the conversation; you have it.
- Rate discussionsNo indicative rates or product comparisons, even informally.
- Marketing claimsCompliance-sensitive marketing content is approved by you or your licensee before it sends.
- Client data useConsent and marketing rules under the Spam Act sit with you as the sender.
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Questions
Frequently asked
Can they call clients to book reviews?
Yes, and this is the highest-value part of the role. Give them a script that books a conversation and does not stray into product, and the compliance risk is straightforward to manage.
Our CRM data is a mess. Where do they start?
Deliberately, with one segment. Usually fixed-rate expiries in the next six months, because it is finite, has a deadline and produces revenue quickly. Trying to clean the whole database first is how these projects stall.
Will they use our compliance-approved content?
They should, and it needs to exist. If your licensee requires approved marketing content, get the templates approved once and let them execute within that set.
How much does it cost?
From $14/hr + GST full-time — up to 70% less than a local hire, with no placement fee. Run your numbers →
Full-time, part-time or fewer hours?
Forty hours a week is our standard engagement and twenty is common. Below that we look at fifteen, ten or even five hours to get a role started, priced accordingly — a smaller engagement costs a little more per hour because the recruiting and management effort is the same. Plenty of clients begin at ten hours and grow the role once they see what comes off their desk.
Is there a minimum term?
Three months, then month to month. It's the same runway you'd give a new local hire to learn your systems, your clients and your standards — and the team members who get a fair run are the ones who stay for years. There are no exit penalties at any point, and if the issue is the person rather than the role, the first-week refund and free replacement cover that separately.
How do you handle confidentiality?
The same way you'd treat any remote team member. Every placement signs an NDA and a confidentiality clause before day one, and they work inside your systems — your email, your CRM, your file storage — so you control what they can see and can revoke access instantly. No client data is stored on our side.