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.
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.
Vince Enriquez
Senior Lending Coach
Vince finds ways to help Virtual Assistants deliver their tasks more efficiently and create a positive work environment.
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"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...."
Senior Adviser & Director at Rocket Financial
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"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”
Founder & CEO at Click Insure
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"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."
Founder & CEO at H2T Financial Services
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"...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."
CEO at Spotter Financial (owned by Rate Detective)
