outsource Financial

Office address: 19 Roseby St Drummoyne, NSW 2047
Website: www.outsourcefinancial.com.au
Year established: 2010
Company type: financial services
Employees: 50
Expertise: compliance training, business planning, mentoring programs (residential & commercial), marketing services, professional development
Parent company: N/A
CEO and key people: Tanya Sale, CEO
Financing status: private

outsource Financial is an award-winning Australian aggregator dedicated to brokers and referrers. With multifaceted business expertise, outsource Financial offers a comprehensive suite of services ranging from accredited mortgage brokers to referrers, or a blend of both. The company engages with its clients and followers through their flexible business model, customer service, web series, festivities, and more.

History of outsource Financial

outsource Financial started in 2010 with a focus on independence and providing support to its members. For over 10 years, outsource Financial has partnered with multiple successful lenders and has created a sustainable network of brokers that help one another. This extensive panel of lenders include:

  • Allianz
  • Bendigo Bank
  • Westpac
  • Plenti
  • and more

outsource Financial and its people have won multiple awards, including MPA’s Top Mortgage Employers 2023. The company also delved into partnering with other organisations such as the National Women's Rugby League’s Gold Coast Titans.

Products and Services of outsource Financial

outsource Financial has a range of products to help its network of brokers achieve financial success. Key offerings include:

  • marketing content and consumer education: understanding the time constraints of brokers, outsource Financial offers fresh content monthly along with tools for client education, ensuring that brokers stay informed and connected with their clients
  • ongoing training & upskilling: with a commitment to continuous learning, outsource Financial provides regular training and education programs, including recordings of sessions for flexible learning
  • outsource Loans Processing Service (OLPS): a unique framework assisting in loan quality submission, client interaction, and streamlining the loan approval and settlement process
  • The outsource Hub: a modern business centre and training facility in Sydney, available for member use as a professional space for business conduct
  • recording & film studio: a low-cost, professionally equipped studio for members to create promotional or social media content
  • panel diversity: access to an extensive panel of lenders across various finance sectors, enabling members to find the best products for their clients' needs

Culture at outsource Financial

Outsource Financial nurtures a culture of support and continuous improvement. The company celebrates its employees’ milestones and regularly sets up award ceremonies to acknowledge the growth of the company. Through these activities, the organisation promotes a healthy work environment and a recognition of hard work, while also providing helpful benefits.

Through offerings like the Lockdown Learning Centre for Kids, it also demonstrates a commitment to supporting working parents and guardians within its community. outsource Financial is also an advocate for gender equality and inclusivity in the workplace, upholding forward-looking policies and values to support its members.

About outsource Financial CEO Tanya Sale

Tanya Sale is the CEO and founder of outsource Financial. Before leading outsource Financial to success, Sale worked for companies such as Lawfund Australia and Finconnect Australia. She has had extensive expertise in financial services, leadership, mortgage broking, and more.

Sale holds a diploma in Finance/Mortgage Broking from Australis College. She also has a diploma from the Securities Institute of Financial Services.

A recent achievement is being part of Mortgage Global 100, an elite circle of mortgage superstars in Australia, Canada, New Zealand, UK, and the US.

The Future at outsource Financial

outsource Financial, with its flexible business models, comprehensive training programs, and a broker-friendly platform, looks prepared for anything coming their way. Its mortgage broking operations will be supplemented by the accomplishments and skills of its employees, fostered by the culture that Sale has envisioned for the company.

State Manager in the Spotlight: Jason Lucas, Assetline Capital

Satisfaction in being part of projects from start to finish

BDM in the Spotlight: Bettina Lumsden, Pepper Money

Focusing beyond the single transaction to build long-term sustainable relationships with clients, lenders, and referrers

BDM in the Spotlight: Nicole Woodruff, AMP Bank

Asking the right questions can help ensure success

SFG, outsource Financial brokers gain access to Bendigo Bank lending platform

Over 1,000 brokers can now offer lender's loan products

BDM in the Spotlight: Sonia Diamante, outsource Financial

Experienced relationship manager keen to help new brokers

outsource Financial adds new relationship manager

He brings 14 years of lending experience to the role

Deadline to uncover top aggregators is next week

Brokers across Australia are invited to share insights into their aggregators' performance

Annual broker survey to uncover Australia’s best aggregators

We need insights into the broker-aggregator relationship in the Australian mortgage industry

outsource Financial partners with NRLW Gold Coast Titans

Expanded deal means company is now major partner

Aquamore appoints new BDM

Experienced operator to boost non-bank's presence in NSW