Save time and money with a Mortgage broker Virtual Assistant

Admin is stealing your life away from under your nose.

As ex Mortgage brokers we know your struggles.

The sheer amount of Admin can be overwhelming and often be the reason why you can’t grow or maintain your business. Admin is the enemy to business growth and holds you back from sitting meetings, making calls and writing loans. To succeed It is all about focusing on the dollar productive activities, but often the only way to keep up is to work after hours and on the weekend. 

There is an easier way.

Mortgage Broker Virtual assistants 

Hiring a mortgage broker Virtual assistant is the answer to see you succeed and take back control of your time. Hire an affordable staff member to deal with the admin within your business allowing you to focus on what counts. A Mortgage Broker Virtual Assistant is 60% cheaper than an Australian admin staff member and will not only save you money but assist in increasing your output.

If you already have staff then a Mortgage Virtual Assistant is also the answer, reduce their work load with a VA so they can focus on customer experience, increasing your brand and giving your entire team more capacity. Its a win win!

Grow your business now, remove the admin and focus on what matters.

Tasks

Tasks your Mortgage Broker Virtual Assistant Could Complete for you;

Serviceability calculations

Drafting serviceability calculations and following up the client for any information required.

Loan processing

Follow up client and lender to ensure the process is as smooth as possible and all information is gathered in one touch. Ensuring all documents are saved where they should be so their file is without errors.

Loan maintenance

File management and document preparation through the life of the loan.

Valuation and pricing

Handling the correspondence so you don’t have too.

Personal assistant tasks

Book and reschedule meeting and even act as a online receptionist

Client retention

Maintaining a point of contact with your clients to guarantee every chance of retaining them

General Admin Support

Any other support tasks you require.

CRM management

Your CRM is only as good as the data you put into it – let someone else be responsible for this.

Customer satisfaction/support

Answering general customer queries

​How It Works

Follow these easy steps to see you succeed!

Step 1
STRATEGY SESSION
Get in touch to start the process to get your agency ready.
Step 1
Step 2
SELECTION
We match you with a VA that can support your needs. They have already been trained in the basics, you just need to show them your way.
Step 2
Step 3
TASK
You are provided with a draft manual of tasks and how your VA can complete them. You just need to tweak them to suit your own agencies needs.
Step 3
Step 4
INTEGRATION
You are provided with a team leader who has done it before. They will support your VA and you in integrating into your business.
Step 4
Step 5
ONGOING SUPPORT
The team leader will act as the first line of support for you and your VA. They monitor performance providing admin and assist with training. It’s like you get two for the price of one!
Step 5

Get in touch