Discovery call
We talk through how work moves in your firm today — mortgage files, advice documents, finance tasks or day-to-day operations. You tell us where volume builds up and which systems you rely on.
Home How it works
How it works
Consultation toimplementation.
We scope mortgage processing, accounting, paraplanning and operations support around each firm's market, systems and approval process. You keep the decisions that belong with your team.
Book a workflow reviewGETTING STARTEDThree steps to
Three steps to
onboarding.
From the first conversation to your team handing over live work. Each step is scoped around the services you need.
Scope and plan
We agree the tasks, tools, inputs and review points for each service in scope. Responsibilities, turnaround expectations and security requirements are written down before live work starts.
Onboarding
Your Haytriox team is assigned, access is configured and the service schedule is signed. We begin with a pilot on real work, then expand when the hand-off feels right.
SERVICES IN SCOPEOnboarding follows
Onboarding follows
the work you delegate.
Mortgage processing and paraplanning are where most firms start. Accounting, virtual assistance, marketing and technical support follow the same process when they are in scope.
All services- 01Mortgage processing
Keep your files moving. Keep your focus on clients.
- 02Accounting
Bring a little more order to every month.
- 03Paraplanning
The support behind considered financial advice.
- 04Virtual assistance
Make space for the work only you can do.
- 05Digital marketing
Consistent execution behind your next idea.
- 06Technical support
A clearer path from question to resolution.
ONCE YOU ARE LIVEThe same hand-off,
The same hand-off,
every cycle.
After onboarding, work follows one path. Your systems stay central; your approvals stay with you.
- 01
You brief the work
Send tasks through the channel and format agreed at onboarding — with the inputs your team needs to start.
- 02
We prepare in your systems
Our team works in your CRM, portals and document tools to the checklist and standard we scoped together.
- 03
You review and approve
You sign off, request changes or escalate. Regulated advice, lending decisions and final authorisation stay with your firm.
ALONG THE WAYSecurity, access and
Security, access and
clear responsibilities.
Access controls, insurance coverage and review requirements are part of onboarding — not an afterthought.
Your licensed professional or firm retains regulated advice, lending decisions and final authorisation. We document what each side owns before work begins.
Security & qualityA LITTLE MORE CLARITYGood questions.
Good questions.
Clear answers.
Yes. A workflow review is a good place to define a manageable starting scope. Agree the inputs, review process and measures of success before expanding the arrangement.
Your systems and templates are part of the initial scoping conversation. We agree the tools, access permissions and documentation requirements before work begins.
You retain your client relationships, business decisions and approvals. For regulated services, advice and authorisation remain with the appropriately licensed professional or firm.
We scope the work, expected volume, complexity and completeness of the hand-off together. Your agreed service schedule should define delivery targets, dependencies and escalation contacts.
LET’S MOVE FORWARD
A little more support.A lot more possibility.
Start with your workflow.
We’ll find where we can help.