Mortgage Brokers
Reduce your Labour Costs by up to 70%
Get a Quote
Fill in the form below to get a quote for your own personal Virtual Assistant!
FOCUS ON GROWTH NOT ADMIN!
Do you want to write $10M loans per month? You can’t do that if you’re too focused on handling admin and processing loans! Instead, chase down those important leads and bag those important clients, then let your Virtual Assistant take care of them and help you process their loans. Then you’ll be free to get the next client, and the next, and the next, until you’re writing that $10M in loans!
VIRTUAL ASSISTANTS ARE THE FUTURE!
Our Virtual Assistants are the best of the best. Magicians of loan processing that can handle everything from start to finish. They are trained in several CRMs (Mercury, Podium, Flex, etc.) and Apply Online. They are also familiar with banking policies, can calculate applicants’ income, collate all supporting documents, collect all missing information, and process the loan to present it to the bank. All wrapped in a pretty little bow!
FOCUS ON THE IMPORTANT THINGS!
Time and compliance pressures have weighed business owners down for years, now more than ever. Your new VA will give you the breathing room to support and grow your mortgage broking business. Whatever task you saddle them with will become a well-oiled machine quietly running in the background while you focus on building relationships with your clients and bringing in new ones!
HERE ARE A FEW THINGS YOUR VA CAN TAKE CARE OF!
- Manage files and email correspondence
- Ensure file compliance
- Document correspondence
- Create email and document templates
- Manage CRM databases
- Complete pricing requests
- Send Credit Guides and Fact Finds to clients
- Enter all client information into Mercury
- Enter all data into Apply Online
- Perform payslip and income calculations
- Check that all documents are complete
- Perform Funding Position and Borrowing Capacity calculators
- Assist with Product Selection
- Prepare Preliminary Assessment
- Client follow-up for outstanding items and final approvals
- Lender follow-up for application status, loan doc issuance, verification of loan docs and unconditional approval
- Prepare unconditional letters, completion letters and settlement letters
- Attach supporting documentation
- Organise your flights and hotels, and keep your to-do lists and diary organised
- Organise your dates and give you a virtual high five when they go well!
Virtual Assistants are the future of lucrative mortgage broking. If you want to stay ahead of the game and make bank, then call the number below and let’s have a chat!
GET STARTED NOW!
The Future is Young and we're part of it!
The Australian Young Entrepreneurs Awards is an annual event that recognises and celebrates the achievements of the young entrepreneurs. We are honoured to have been nominated for this year’s awards and we are so excited to be one of the finalists.
