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

Luke Mellar

Broker Relationship Manager

Luke’s goal is to ensure Australian mortgage brokers achieve their growth potential with the help of specially trained virtual assistants. 

Vince Enriquez

Lending Concierge

Vince finds ways to help Virtual Assistants deliver their tasks more efficiently and create a positive work environment.

vincent-enriquez

Meet Superstar Mortgage Broking Virtual Assistants

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Happy Clients
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Superstar Staff
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Systems & Documents
  • "Offshoring had sounded like a good idea for some time, but where to start? I'd put off any real consideration for years before I became a client of VA Platinum. At the time, I felt I was taking a leap of faith in Brian, through previous business dealings he'd earned some trust, so I was willing to 'give it a go'. Since that day I have never looked back...."

    Ryan Gillespie
    Ryan Gillespie Senior Adviser & Director at Rocket Financial
  • "We have been using VA Platinum’s Para-Planning and Client Services Staff for over 18 months, in that time not only have our wage bills come down – our workflow efficiencies increased exponentially”

    Devang Parikh
    Devang Parikh Founder & CEO at Click Insure
  • "I've been working with Brian and VA Platinum as a client of his Philippines offshore staff... the virtual assistant he has provided me has been a wonderful addition to my team and I am consistently blown away by their professionalism and work ethic."

    Lincoln Haugh
    Lincoln Haugh Founder & CEO at H2T Financial Services
  • "...You quickly get a sense of a positive environment and a hard-working team at VA Platinum. Brian has built great rapport with the staff. I have been very happy with the output to date."

    Harley West
    Harley West CEO at Spotter Financial (owned by Rate Detective)

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