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
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
Senior Lending Concierge
Vince finds ways to help Virtual Assistants deliver their tasks more efficiently and create a positive work environment.
-
"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
-
"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
-
"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
-
"...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)
