MORTGAGE BROKERS

Scale your firm with a mortgage broker assistant

Our mortgage broker virtual assistants alleviate your stress while growing your company

Like all professional and busy mortgage brokers, you have many responsibilities that take up your time. Most of your day is consumed by menial tasks such as gathering documents, credit history and employment verifications. Hours are spent researching and finding the best lenders for your clients, taking you away from improving your business. While these day-to-day duties are critical for your success, they don’t necessarily require your extensive knowledge and experience.

At SPACE, we have a team of highly trained mortgage broker PAs that support your professional growth by scaling your mortgage broker business. By taking over your administration and other tedious chores, our virtual assistants help you reclaim your time and turn your attention to the important task at hand – like getting your clients into their dream homes.

Offload your time-consuming responsibilities to our experienced mortgage brokers VAs

Put an end to the days spent making never-ending phone calls, responding to countless emails, or being swallowed up by piles of paperwork. Enlist the help of one of our mortgage virtual assistants to give you more time to focus on the things that need your expertise – like saving your clients thousands of dollars with the right home loan.

Passing your administrative and any other mundane jobs onto a mortgage broker assistant allows you to concentrate on your strengths.

With an extensive list of skills, our mortgage broker assistants boost productivity and amplify your business

All our mortgage broker virtual assistants have a wide array of skills that can enhance and elevate your company. Allow your mortgage broker VA to gather information and documents from the borrower and prepare their loan submission. Or ask your mortgage broker PA to review your clients’ records to ensure that it meets the requirements of the lenders. You can even give your mortgage virtual assistant the task of tracking your clients’ mortgage status via client tracking software.

Our mortgage broker assistants can lighten the load and take over your administration duties. They can promptly respond to email and voice mail messages from lenders and file completed documents from clients and other mortgage banking organisations. Your mortgage broker virtual assistant will organise receipts and disbursement requests, prepare agreements and new account documents, and manage your CRM database. To top it all off, your mortgage broker VA will manage your schedule, arrange your meetings, and assist you in staying well-organised to ensure you don’t miss any appointments.

Connecting you with the perfect mortgage broker virtual assistant

When finding the right mortgage broker assistant, we prioritise your needs, wants and overall efficiency. That’s why we ask all the right questions to connect you with a mortgage broker PA that will tick all your boxes.

The kickoff meeting

We start the process by sitting down with you and discovering more about your business. We discuss your goals, dive deep into your workflow analysis, identify your measurement tools, and pinpoint any tasks you can outsource to help you reach your objectives.

Finding the right match

Now we begin the hunt for the perfect mortgage virtual assistant for your brokerage firm. We search for a dynamic mortgage broker assistant who embraces feedback, loves learning new skills, and is committed to your aspirations. We look for someone as dedicated to your business as you are.

The training process

Getting your mortgage broker virtual assistant up to speed doesn’t have to be an ordeal. Our onboarding team does all the hard work and ensures that your new mortgage broker VA develops a collection of easy-to-use resources for you to refer to when needed.

So let’s work together. Book a meeting with our team, and let’s help you take back your time.

Book a VA
Discovery Meeting

Discover how a virtual assistant can help manage your workload and create a breathing space for you so you can focus on things that drive your business forward.

On average, our clients increase productivity by 300%

Our clients have experienced growth between 50-250%

150 hours of breathing space gained per month

We work with business owners who need breathing space.

We facilitate a buffer for business owners to remove themselves from their everyday tasks, so they can focus on effectively growing and scaling their business.

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Our Virtual Assistants can be trained in Mortgage Broking and can take on tasks such as:

Focus on things that drive your business forward, we’ll take care of the rest

Some of our happy clients

PSK Tax & Accounting

With increased industry red tape and compliance , work was taking longer and productivity was slowing. I needed to quickly stem the flow, keep the business growing and prevent my team from burning out.

On The Message

I thought all my work involved subject matter expertise, but in a single meeting Space showed me just how much of it could be broken down into steps that could be completed by someone without a marketing or copywriting background.

Chameleo IT

Everyone kept telling me I needed more support but I didn’t know where to start or who to bring on board – I needed salespeople, technicians, admin, bookkeepers…as I was doing it all. I had a negative preconception of virtual support staff, I’d heard how ‘outsourcing and offshoring’ had not worked for other IT companies.

Centra Money

After 12 months of having my VA onboard, I have been able to completely remove myself from the administration components of our business while spending much more time in front of my clients.

BNI Adelaide

I was working 70-80 hour weeks but the business was still not growing – I was busy but not necessarily productive. I had no time or energy to focus on growth strategies or hire key executives to expand beyond my current position.

Belle Property

Time is money, and the nitty-gritty admin previously took a lot of time away from higher value tasks. Our VAs from SPACE are an invaluable resource – we genuinely could not do without them.

Some of the industries we service

No matter what industry you are in, you can trust us to provide you with a Virtual Assistant who will seamlessly integrate into your operations and contribute to your success.

Conveyancing & Legal

Delegate your administrative and other unfulfilling jobs with our Virtual Assistants that are committed for the long term and will grow alongside your conveyancing business.

Mortgage Brokers

Work with virtual assistants that give you more time to focus on the things that need your expertise – like saving your clients thousands of dollars with the right home loan.

Real Estate

We can match you with the perfect real estate VA that can help oversee your CRM, manage your calendar, schedule your meetings, and keep you on track so you never miss an appointment.

Financial Advisors

Scale and grow your financial advisory business with Virtual Assistants that can take on tasks and time-consuming jobs that don’t require your financial expertise.

Marketing Agencies & Creatives

Outsource the tasks that take up your significant time and energy but don’t always demand your in-depth marketing expertise to our dedicated Virtual Assistants.

Insurance Brokers

Feel at ease entrusting your administrative responsibilities to a capable insurance broker Virtual Assistant who understands your needs and business requirements.

Ecommerce

Hire an e-commerce Virtual Assistant with experience, skills and competence to handle your customer service, admin tasks, and ultimately ease the burden of running your store.

Professional Services

Let our Virtual Assistants handle your routine chores so you can concentrate on what really matters – using your expertise for the vital jobs only you, as a professional, can do.