Our guarantee

Our guarantee

If your Virtual Assistant leaves for any reason (life sometimes happens), we will train a new team member, to the equivalent skill level at our cost not yours.

Our goal is to find you a team member who can spend their career with you. 90% of both our clients and VA’s are still with us after 12 months.

Save up to 60% on your labour cost.
It’s an unfair advantage over your competitors.

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Get out of the office

Don’t be stuck in the office, when your competitor just shook hands with a listing.

We understand being a mortgage broker can be a tough gig. You’re constantly trying to be on your ‘A’ game and you need to be ready to take advantage of opportunities as they arise.

As you know, writing loans are about relationships and referrals. We give you the time to focus on your relationships by completing the lowest value work in your day.

Get out of the office
We’ve been in your shoes

We’ve been in
your shoes

As ex-mortgage brokers ourselves, we know what it feels like to be constantly chasing. Chasing clients for documents, following up banks for approvals, hunting down valuations.

Sometimes it can feel like a flood of admin to get through. That’s where we come in to take the weight from you. Get control of your time again. Let us help you with the load.

We understand your industry

We get just how busy you are. A VA is just the thing to break the back of your workload and bring back balance to your life.That is why we pre-train your new team member ready to go.

Data entry
Data entry / CRM management
Servicing calculations
Servicing calculations
Loading applications into your system
Loading applications
into your system
Following up clients for documents
Following up clients
for documents
Valuations and pricing
Valuations and pricing
CRM and database management
CRM and database management
Social media posts / video editing
Social media posts /
video editing
CMA reports
CMA reports
Follow these easy steps
in our guaranteed to succeed
integration process
STEP 1
Strategy session

Let’s explore and make sure a VA is right for you

STEP 2
On Your Marks

We help you capture and delegate the tasks and plan the implementation of your new team member.

STEP 3
Get Set

Meet your new team member, introduce yourself and plan for start date

STEP 4
Go!

Your VA’s first day at work, start delegating and lifting the value of your time

STEP 5
Ongoing support

The team leader will act as the first line of support for you and your VA. They monitor performance providing admin and assist with training. It’s like you get two for the price of one!

Let’s talk!

Take back control of your time

An obligation free session focusing on your time
with a Mortgage Broker VA specialist.