MORTGAGE BROKING
SERVICES
MORTGAGE BROKING SERVICES
MORTGAGE SERVICE
SHORT INTRO
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MORTGAGE SERVICE
SHORT INTRO
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HOW WE CAN HELP
The financial planning VA can help in all aspects of supporting a financial planning practice. The tasks are delegated by the practice and are only limited to what you need your VA to do. Below is a sample list of some of the typical tasks we see the FP VAs undertake.
- Prepare new or update an existing fact find
- Providing information to the administrator/accountant as required
- Review meeting preparation
- Keep relevant records and update client information
- Complete and lodge product provider application forms
- Portfolio reviews
- Insurance reviews
- Contribution tracking
- Data entry and document management
- Manage your client inquiries and correspondence
- Implement advise recommendations
- Contact clients to book meetings
HOW WE CAN HELP
The financial planning VA can help in all aspects of supporting a financial planning practice. The tasks are delegated by the practice and are only limited to what you need your VA to do. Below is a sample list of some of the typical tasks we see the FP VAs undertake.
- Prepare new or update an existing fact find
- Providing information to the administrator/accountant as required
- Review meeting preparation
- Keep relevant records and update client information
- Complete and lodge product provider application forms
- Portfolio reviews
- Insurance reviews
- Contribution tracking
- Data entry and document management
- Manage your client inquiries and correspondence
- Implement advise recommendations
- Contact clients to book meetings
MEET OUR SPECIALISTS
Don’t worry, there’s no hard sell. This free discovery call is simply a chance for us to get to know each other, and for you to understand how your business can benefit from a virtual assistant from VA Platinum.
MEET OUR SPECIALISTS
Don’t worry, there’s no hard sell. This free discovery call is simply a chance for us to get to know each other, and for you to understand how your business can benefit from a virtual assistant from VA Platinum.
MEET OUR MORTGAGE BROKING VIRTUAL ASSISTANTS
By having a virtual assistant, you can get the big things on track as you take back control. Meet some of our Mortgage Planning VAs.
MEET OUR MORTGAGE BROKING
VIRTUAL ASSISTANTS
By having a virtual assistant, you can get the big things on track as you take back control.
Meet some of our Mortgage Planning VAs.
Other services we have that you might be interested in
Other services we have that you might be interested in
RESOURCES
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