Virtual Assistants For Mortgage Broking Businesses
Grow your mortgage brokerage with full-time, premium offshore talent, handpicked for your needs and embedded into your business. With access to our in-house Training Academy (including input from Australian mortgage broking specialists), your new team members will be compliance-savvy from day one.
Brands That Trust Us
What Mortgage Brokers Can Outsource
You might be surprised at just how much of your brokerage’s operations can be supported by a skilled virtual assistant. The following roles and tasks are just a starting point to help free up your time and increase deal flow
Credit Analyst / Para Broker
- Comprehensive creditworthiness assessment and risk analysis
- Detailed loan analysis and serviceability calculations
- Lender product comparisons and recommendation reports
- Credit history review and adverse event analysis
- Income verification and employment confirmation
- Asset and liability assessment documentation
Loan Structuring Support
- Optimal loan structure recommendations
- Multi-security property analysis
- Refinancing opportunity identification
- Investment property structuring advice
Document Collection
- Client document checklist creation and management
- Income documentation verification and organisation
- Asset and liability statement compilation
- Supporting document quality assurance and formatting
- Lender-specific requirement compliance checking
- Document deficiency identification and follow-up
Application Preparation
- Loan application form completion and accuracy verification
- Supporting documentation compilation and indexing
- Lender policy compliance checking
- Application quality control and final review
Loan Processing
- Application submission and tracking across multiple lenders
- Lender query response and additional document coordination
- Conditional approval management and completion
- Valuation ordering and follow-up coordination
- Insurance coordination and policy verification
- Settlement date coordination and scheduling
Settlement Support
- Settlement statement review and verification
- Final document preparation and distribution
- Settlement booking and coordination with all parties
- Post-settlement document filing and archiving
Post-Settlement Coordination
- Settlement confirmation and client notification
- Ongoing client relationship management and check-ins
- Annual review scheduling and preparation
- Refinancing opportunity monitoring and alerts
- Policy renewal reminders and coordination
- Trail commission tracking and reconciliation
Client Retention
- Regular client communication and satisfaction surveys
- Cross-selling opportunity identification
- Referral program management and follow-up
- Client milestone tracking and celebration
Lead Generation
- Lead qualification and initial assessment
- CRM data entry and lead tracking
- Prospect nurturing campaign management
- Database cleaning and segmentation
- Lead source analysis and ROI tracking
- Competitor analysis and market research
Client Onboarding
- New client welcome process management
- Initial fact-finding appointment preparation
- Client expectation setting and education
- File setup and documentation systems
Compliance Support
- ASIC regulatory filing and deadline management
- CPD tracking and professional development coordination
- Audit preparation and documentation compilation
- Aggregator compliance requirement management
- Policy and procedure documentation updates
- Regulatory change monitoring and implementation
Mortgage Administration Specialist
- Client file management and organisation
- Commission tracking and reconciliation
- Appointment scheduling and diary management
- Email management and client communication
- Database maintenance and updates
- Report generation and analysis
Digital Marketing
- Social media content creation and compliance review
- Website content updates and lead capture
- Email marketing campaign management
- Client newsletter creation and distribution
- Google My Business management and review responses
- Online reputation monitoring and management
Event & Campaign Support
- First home buyer seminar coordination
- Referral partner event planning and management
- Marketing campaign tracking and analysis
- Print and digital collateral coordination
Why VA Platinum? We’re Australia’s Leading Experts in Mortgage Broker Offshoring
Trusted by 350+ Australian businesses across financial services, mortgage broking, and more.
Australia’s leading privately owned outsourcing company supporting local businesses with offshore team members.
Multi-award winning service recognised by industry leaders and professional associations.
Tailored recruitment solutions using our in-house recruitment team and industry specialists.
Certified performance training through our in-house Training Academy designed by industry specialists.
Kind Words From Valued Clients
Rona... has been amazing. She is so good and I think... the culture, they want to please. They want to do well, and Rona has just embraced everything. And she's one of our team. She's one of our family.
Denise Naughton
Succession Matters
From Broker to Business: The Path to Sustainable Growth
Most brokers plateau at $20–30M annually. This free guide reveals the 3 stages of growth, and how top brokers scale to $100M+ without burning out.
Ready to Scale Your Mortgage Brokerage?
Join hundreds of successful brokers who have transformed their operations with our virtual assistants. Get started with a free consultation today.
