We handle the admin, processing, and paraplanning — you focus on building client relationships and growing your book.
From lodging a single application to embedding a full-time processor in your team — BBO scales to fit every brokerage.
End-to-end loan processing from document collection through to settlement follow-up. We work inside your systems, on your schedule.
Dedicated loan processors who join your team, learn your systems, and operate as an extension of your brokerage.
We handle client communication, follow-ups, and updates — keeping your clients informed and your relationship pipeline warm.
Qualified paraplanners who prepare SOAs, conduct research, and manage compliance documentation for financial advisors.
Dedicated settlement coordination to ensure nothing falls through the cracks at the most critical stage of the loan.
Pipeline reporting, CRM data hygiene, and performance dashboards that give you visibility over your business without the manual work.
A structured onboarding designed around your systems and processes — not ours.
We review your current workflow, volume, tools, and pain points to recommend the right service model.
A tailored proposal that outlines the engagement structure, pricing, and what we'll handle from day one.
System access, process documentation, and a structured induction so your team is ready before the first file arrives.
Consistent, quality-checked delivery with a dedicated account manager and regular performance reviews.
Every client has a dedicated Australian account manager who understands the local market and regulatory environment.
Your client data is protected under internationally recognised information security standards — critical in financial services.
Pay per application or month-to-month engagement. We earn your business every month — there's no contract forcing you to stay.
Files are processed and returned within 24 hours. Your pipeline keeps moving, and your clients stay informed.
"BBO has transformed how we operate. We used to spend two days a week on lodgement prep — now it's handled overnight and we're focusing on the next client instead."
Whether you process 5 or 500 applications a month, we have a model that makes sense.
Book a free 30-minute discovery call and we'll map out exactly how BBO can support your brokerage — no obligation, no lock-in.