Mortgage broking CRMs including Flex and Salestrekker.Data Management: Skilled in entering and managing client information across multiple CRMs and platforms such as Apply Online (AOL).Application Processing: Expertise in generating and handling application paperwork, including First Home Buyer scheme and grant applications, as well as discharge forms follow-up.Document Management: Proficient in collecting, renaming, organizing, and following up on critical documents.Valuation and Pricing: Conducting valuations, handling pricing requests, credit checks, and analyzing living expenses.Loan Submission: Capable of handling end-to-end loan applications from CRM data input to AOL submission, including pricing, valuation, and servicing.Scenario Analysis: Skilled in finding suitable lenders for various loan scenarios and running scenarios in collaboration with Business Development Managers (BDMs).Lender Policy Research: Ability to understand and research lender policies to ensure compliance and suitability.Stakeholder Communication: Effective in liaising with customers, solicitors, lenders, and other stakeholders throughout the loan process.