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Aggregator launches tech training

by Reporter11 minute read
Aggregator launches tech training

Aggregator outsource Financial has launched a new training series dedicated to upskilling brokers in technology tools.

outsource Financial has partnered with technology provider NextGen to deliver the training, with sessions on how brokers can maximise the use of ApplyOnline tools throughout the loan application process.

The new online training will form part of the aggregator’s new entrant mentoring program, which aims to train up newcomers on the tools and features within the ApplyOnline platform.

The sessions will also cover new and upcoming changes to the platform, including the recently launched ApplyOnline Access Seeker credit report service.

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Access Seeker will reportedly provide brokers upfront access to consumer credit information held by credit bureaus within ApplyOnline, offering a more complete financial picture of the borrower as well as integrated reconciliation of comprehensive credit reports, to help improve accuracy.

Heather Gallagher, head of training and education at outsource Financial, commented: “NextGen is a critical part of our business. Opening up this conversation between our brokers and NextGen about ApplyOnline, in particular the Access Seeker service, feeds so well into our values and processes.”

Renee Blethyn, head of broker partnerships at NextGen added: “Consumer expectations are extremely high in terms of response times.

“Access Seeker reduces missing information requests and re-works and thus improves turnaround times to approval. It also drives meaningful lending conversations between the broker and consumer, creating significant efficiencies in the application workflow.”

She also added that NextGen is “delighted” to partner with outsource Financial.

“outsource Financial has a real commitment to educate, empower and provide guidance to their brokers,” Ms Blethyn said.

“NextGen invests heavily in training to help users maximise the benefits of ApplyOnline. This mentoring program helps a broker get up to speed with technology platforms like ApplyOnline and gets them to the point where they are processing loans and earning an income.”

In August last year, outsource Financial added Wisr to its lender panel.

Meanwhile, Ms Blenyth told The Adviser in April that the opening up of data under the consumer data regime (CDR) or open banking to brokers was a “massive win” for the industry.

“For a mortgage broker, what it means to become a trusted adviser is that they are now at the forefront of being able to use open banking data. It also is recognition of the professional class that mortgage brokers are in,” she told The Adviser.

“That’s a reflection of the amazing work that our industry has done over the last couple of years post-royal commission. Our industry bodies have advocated for our industry so to have mortgage brokers recognised as a professional class is an outstanding recognition of the professional status that they have, and the service they provide to clients.”

[Related: Pepper joins Lendi’s Approved Confidence panel]

heather gallagher renee blethyn ta

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