Flexible Mortgage Admin, when you need it

Pricing

Services & Pricing

At The Mortgage Admin Pro, we offer efficient, accurate, and friendly support for mortgage and protection advisers—giving you more time to focus on clients and growing your business. Our support includes, but is not limited to, the following:

Mortgage Administration

We can support you from the very beginning, from client onboarding all the way to completion. We have extensive experience in

Decision in Principles (DIPs) – submitting and managing initial applications
Full mortgage applications – preparing and submitting applications with accuracy and speed
Document collection & checks – chasing clients for documents, reviewing for completeness and compliance
Case progression – liaising with lenders, solicitors, and clients to keep everything moving smoothly
Pipeline management – keeping your cases on track and proactively chasing updates
Valuation and offer follow-ups – monitoring case milestones and flagging issues
Completion tracking – ensuring nothing is missed in the run-up to completion
Liaising with providers – calling or emailing lenders or providers when needed
Client updates – keeping your clients informed at every stage
CRM data entry and management – maintaining accurate and up-to-date records
File checking support – helping ensure compliance with your network or firm standards

We also offer -

Suitability Reports & CRM Updates
Protection Client Support

Pricing

We charge £30 per hour with a minimum commitment of 5 hours per week.

We ask for a 2 week notice period if you are to discontinue our services.

We also offer a fast track service for those cases that need to take top priority - contact us to discuss this further