Delegate the workload.
Keep control of your practice.
BrokViser gives mortgage broking and financial advice firms specialist operational support, integrated into how your team already works.
Your best people should be focused on clients, decisions and growth.
BrokViser handles the specialist operational work behind mortgage broking and financial advice. You keep the client relationships, the judgement, the approvals and the oversight.
Documents & files
Chasing paperwork from clients and third parties, and the data entry and checklist work every file needs.
Systems & follow-ups
Keeping CRM records and pipeline status current, and following up lenders or providers to move a file forward.
Administration
Correspondence, review preparation and back-office tasks that quietly consume client-facing hours.
Mortgage Broking Support
Specialist loan processing and credit analyst support that keeps your pipeline moving, without pulling you away from clients.
Explore Mortgage Broking Support
Financial Planning Support
Paraplanning and adviser administration built around your practice, so you can spend more time advising and less time administering.
Explore Financial Planning SupportWhat you can delegate
Four services, split across mortgage broking and financial planning. Each is scoped to your practice during onboarding, not sold as an all-or-nothing package.
Loan Processing
Moves the file.
Document collection, application preparation, lender follow-up and settlement administration.
See what’s includedMortgage BrokingCredit Analyst Support
Strengthens the file.
Servicing calculations, income assessment and file quality review before a scenario reaches the lender.
See what’s includedFinancial PlanningParaplanning
Your strategy. Our preparation. Your final sign-off.
Statements of Advice, research, modelling and implementation documentation.
See what’s includedFinancial PlanningAdviser Administration
Nothing stalled between meeting, advice, implementation and review.
CRM administration, file management, correspondence and review preparation.
See what’s includedStructured delegation, not a handover into a black box
Outsourcing usually means handing work over and hoping it comes back right. BrokViser is built around the opposite idea: work only moves once it's clear who does what, what needs your approval, and what you can see and control at any point.
What BrokViser handles
The processing, preparation, research and administration tasks defined in your Workflow Blueprint.
What stays with you
Client relationships, professional judgement, regulated advice or credit activity, and final approvals.
Where your approval is required
Any point where a file or document moves from preparation to submission, lodgement or client delivery.
How permissions are set
You define what your BrokViser team can see and do in your own systems, and can change it at any time.
Client-led
The relationship, the advice and every decision that needs your professional judgement. Nothing reaches a client or a lender without your name on it.
Shared & approval
Steps where BrokViser prepares the work and you review or approve before it proceeds. You set how much oversight you want.
BrokViser-led
The specialist processing, analysis and administration behind each file, done to your standards and visible to you throughout.
A controlled, structured path to delegation
Onboarding is designed to make delegation feel straightforward, not risky.
- 01
Discovery
A structured conversation about your current workflows, systems, capacity constraints and where the pressure actually sits.
- 02
Workflow Design
The specific tasks, responsibilities and checkpoints for your engagement are documented before any work begins.
- 03
Team Integration
The team members assigned to your practice are introduced into your systems and begin working to the Blueprint.
- 04
Scale
Performance is reviewed against the Blueprint and support is adjusted, expanded or refined as your requirements change.
Accountability, not just a support inbox
BrokViser is structured so you always know who is responsible for your work, and what stands behind them.
Accountability structure
Service Delivery Lead, Mortgage Broking Support
Accountable for the output and quality of loan processing and credit analyst work, and the first point of escalation for broking clients.
Service Delivery Lead, Financial Planning Support
Accountable for the output and quality of paraplanning and adviser administration work, and the first point of escalation for advice clients.
Onboarding & Workflow Lead
Builds each client's Workflow Blueprint during Discovery and Workflow Design, and oversees Team Integration.
TaxOz Group Oversight
BrokViser's service delivery sits under TaxOz group management, giving every engagement an escalation path beyond the immediate BrokViser contact.
Backed by TaxOz
BrokViser operates as part of the TaxOz group, giving every engagement structure beyond a single point of contact.
Recruitment
BrokViser roles are filled through TaxOz's established hiring pipeline rather than ad hoc contracting.
Training
New team members work through structured onboarding materials before being assigned live client work.
Management oversight
BrokViser's service delivery sits under TaxOz group management, giving every engagement an escalation path beyond your immediate contact.
Operating procedures
Workflow documentation, checklists and handover processes used across BrokViser engagements are built on procedures already applied across TaxOz's outsourcing operations.
Confidentiality and access, not left to trust alone
Financial-services firms handle sensitive client information every day. Here's how BrokViser approaches confidentiality and system access.
Who can access my data?
Only the BrokViser team members assigned to your practice, and only once training against your specific processes and standards is complete. Access is not granted by default.
How is access granted?
Deliberately and gradually. Access to your systems is provisioned to what each task in your Workflow Blueprint requires, using the login and permission controls available within your own platforms.
Can clients define their own permissions?
Yes. Access sits within your own systems, using your existing permission controls, so you retain the same visibility and control over activity that you have with any other authorised user.
ISO 9001:2015ISO/IEC 27001:2022SOC 2Thinking on delegation, workflow and control
The articles below are draft/demo content prepared to establish the Insights framework, and will be expanded with verified content over time.
Frequently Asked Questions
The questions we're asked most before a practice starts working with BrokViser.
A BrokViser team assigned specifically to your practice, working to the Blueprint agreed during onboarding. Files and documents are not passed around a general pool.
Ready to delegate the work that's slowing your team down?
A first conversation is about understanding your workflow, not committing to anything. Most practices start with the single workflow creating the most pressure and expand from there.