MORTGAGE BROKING
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
Mark Wilson
Broker Relationship Manager
Mark is a highly motivated sales professional, having demonstrated success in both Retail Banking as well as Mortgage Broking. He is value-driven and believes that success comes from having a customer-centric approach plus strong adherence to processes.
Mark Wilson
Broker Relationship Manager
Mark is a highly motivated sales professional, having demonstrated success in both Retail Banking as well as Mortgage Broking. He is value-driven and believes that success comes from having a customer-centric approach plus strong adherence to processes.
Susi Collas
Business Development Coach
Susi’s purpose is to bring you high calibre virtual staff that provide cost and time efficiencies in your business and allow you to focus on the things that really matter.
Susi Collas
Business Development Coach
Susi’s purpose is to bring you high calibre virtual staff that provide cost and time efficiencies in your business and allow you to focus on the things that really matter.
Natasha Daniels
Business Relationship Manager
Tash is excited to bring a practical and consultative solution to business owners to help them wrangle back control of what’s most important to them, by introducing the wonderful world of virtual assistants.
Natasha Daniels
Business Relationship Manager
Tash is excited to bring a practical and consultative solution to business owners to help them wrangle back control of what’s most important to them, by introducing the wonderful world of virtual assistants.
Ciara Brown
Broker Relationship Manager
Ciara has spent the last 10 years working closely with Mortgage Brokers. She has a real passion for building strong relationships and is motivated by the success of others around her. Ciara is really excited to work closely with business owners to excel in their field by freeing up time to do what they do best.
Ciara Brown
Broker Relationship Manager
Ciara has spent the last 10 years working closely with Mortgage Brokers. She has a real passion for building strong relationships and is motivated by the success of others around her. Ciara is really excited to work closely with business owners to excel in their field by freeing up time to do what they do best.
MEET SUPERSTAR MORTGAGE BROKING VIRTUAL ASSISTANTS
"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...."
RESOURCES
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