In mortgage broking, if you can't grab opportunities as they arise, you're not growing
Focus on what matters and delegate the rest of your tasks to dedicated virtual assistants who work exclusively for you.
Integrating a VA enables you to focus on your team on high-impact activities that produce high-impact results.
-
Making possible a healthier, more flexible work environment
-
Allowing you to work on the business rather than in the business
-
Providing support to your time and time-consuming people management responsibilities in a cost-effective manner
-
Being able to provide a like-minded environment for your VA to learn and grow
Meet one of our Mortgage Broking Virtual Assistants
HOW WE CAN HELP
A Mortgage Broking VA can help in all aspects of supporting a Mortgage Broking Business.
Below is a sample list of some of the typical tasks that can be undertaken by
a Mortgage Broking Virtual Assistant.
Credit Analyst/ Para Broker
-
Servicing Calculator Assessments
-
Funding Position Analysis
-
Product Research
-
Package Recommendations
Loan Processing: Pre-submission
-
Fact-Find Management
-
Folder and File Naming Convention
-
Pricing and Valuation Request
-
Compliance Management
-
Data Entry and AOL
Loan Processing: Submission to Settlement
- Conditional Management Analysis
- MIR Management
- Document Signage
- Solicitor third-party engagement
Loan Processing: Post-settlement
- Settlement Review/ Account Set-up
- Repricing back book
- Ongoing customer engagement
Adhoc Support
- Digital Marketing Support
- Email management
WHY VA PLATINUM
Data
Security
Bespoke
Recruitment
Dedicated
VAs
Value for
Money
Ongoing Management
and Support
CLIENT TESTIMONIALS
The support of VA Platinum, from recruitment, training, mentoring, HR, payroll management, to checking in on staff development and welfare, has been integral to building a team of highly respected, connected, professional and highly skilled mortgage broking virtual assistants. My business has year on year, gone from strength to strength, with my faith and trust in the management at VA Platinum meaning I now have 7 VA's, who take great pride in their work, our achievements as a team, in their support of me, and most importantly, the outcomes of each and every one of our clients. I could not have achieved the success I have, without their support. Highly recommended.
Our VA's have been brilliant and VA Platinum provides excellent service, really cares for the staff members and are extremely responsive to any requests we might make of them. Highly recommend them.
Get ready to understand how your Mortgage Broking business
can benefit from a dedicated virtual assistant.
Book a FREE, no-obligation consultation
and get these benefits:
-
Find out how a VA can be a wonderful
addition to your team -
Gain insights on what tasks to give
your VA that suit your business needs - Know what type of virtual assistants to choose
- Introduction to VA Platinum culture
- Learn more about our security measures
-
Discover what we're doing to keep
VAs fulfilled and happy - Everything else you need to know
Data Security
In mortgage broking, if you can't grab opportunities as they arise, you're not growing.
Focus on what matters and delegate the rest of your tasks to dedicated virtual assistants who work exclusively for you.
Integrating a VA enables you to focus on your team on high-impact activities that produce high-impact results.
-
Making possible a healthier, more flexible work environment
-
Allowing you to work on the business rather than in the business
-
Providing support to your time and time-consuming people management responsibilities in a cost-effective manner
-
Being able to provide a like-minded environment for your VA to learn and grow
Meet one of our Mortgage
Broking virtual assistant
HOW CAN WE HELP
A Mortgage Broking VA can help in all aspects of supporting a Mortgage Broking Business. Below is a sample list of some of the typical tasks that can be undertaken by a Mortgage Broking Virtual Assistant.
Credit Analyst/
Para Broker
- Servicing Calculator Assessments
- Funding Position Analysis
- Product Research
- Package Recommendations
Loan Processing:
Pre-submission
- Fact-Find Management
- Folder and File Naming Convention
- Pricing and Valuation Request
- Compliance Management
- Data Entry and AOL
Loan Processing:
Submission to Settlement
- Conditional Management Analysis
- MIR Management
- Document Signage
- Solicitor third-party engagement
Loan Processing:
Post-settlement
-
Settlement Review/
Account Set-up - Repricing back book
- Ongoing customer engagement
Adhoc Support
- Digital Marketing Support
- Email management
General Administration
- Work-flow task management
- Transcribing meeting notes
- Event planning and coordination
- Marketing support and data mining
- Lead generation
Paraplanning
- Full-time paraplanning internships
- Upskilling your VA to become a paraplanner
- Fee per file service
Data Collection and Integrity
- Contacting product providers for client account
- Inputting date into CRM
- Contacting clients to gather or update personal information
Document Maintenance & Management
- Filing documentation
- Preparing documents for digital signatures
- Portfolio review preparation
- ROA preparation
Implementation
- Completing product provider application forms
- Lodge and track application progress
- Updating CRM upon completion
- Project Management
Client Care
- Responding to client enquiries, answer questions, and resolve any issues that may arise
- Managing your client inquiries & correspondence
- Speaking to clients to book and confirm meetings
- Managing inbound calls and emails
WHY VA PLATINUM
Data
Security
Bespoke
Recruitment
Dedicated
VAs
Value for
Money
Ongoing Management
and Support
CLIENT TESTIMONIALS
The support of VA Platinum, from recruitment, training, mentoring, HR, payroll management, to checking in on staff development and welfare, has been integral to building a team of highly respected, connected, professional and highly skilled mortgage broking virtual assistants. My business has year on year, gone from strength to strength, with my faith and trust in the management at VA Platinum meaning I now have 7 VA's, who take great pride in their work, our achievements as a team, in their support of me, and most importantly, the outcomes of each and every one of our clients. I could not have achieved the success I have, without their support. Highly recommended.
Our VA's have been brilliant and VA Platinum provides excellent service, really cares for the staff members and are extremely responsive to any requests we might make of them. Highly recommend them.
Get ready to understand how your Mortgage Broking business can benefit from a dedicated virtual assistant
-
Find out how a VA can be a wonderful
addition to your team -
Gain insights on what tasks to give
your VA that suit your business needs - Know what type of virtual assistants to choose
- Introduction to VA Platinum culture
- Learn more about our security measures
-
Discover what we're doing to keep
VAs fulfilled and happy - Everything else you need to know
RESOURCES
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