Process Support
GATHERING
INFORMATION
ANALYSING & INTERPRETING
CLIENT DOCUMENTS
CREDIT RESEARCH,
SERVICING & VALUATIONS
LOAN PACKAGING
& SUBMISSION
POST-SUBMISSION
MANAGEMENT
POST-SETTLEMENT
SUPPORT
OTHER TASKS
Manage your
calendar & emails
Maintain your
Social Media accounts
Assist with Business
Development & Prospecting
Perform File
Compliance Checks
Post-settlement
relationship management
Pre-submission support:
Data entry, pricing requests,
valuations, credit policy research
Our Specialists

Luke Mellar
Co-founder, Mortgage Broking
Luke’s goal is to ensure Australian mortgage brokers achieve their growth potential with the help of specially trained virtual assistants.
Vince Enriquez
Senior Lending Coach
Vince finds ways to help Virtual Assistants deliver their tasks more efficiently and create a positive work environment.
