Mortgage Broker Virtual Assistant
Hand off the admin work. Keep the client relationships.
Built by brokers
We started as finance brokers and lost months to an untrained VA. Now we train every VA before they touch a client file.
Trained for broker work
Your VA works in Flex, Connective and Apply Online. They handle lender follow-ups, compliance documents and file lodgement.
Lender follow-up
Your VA chases lenders, BDMs and credit managers on every open application. Nothing sits in a queue between submission and settlement.
Always-Ready Mortgage Virtual Assistants for Australian Brokers
Work with virtual assistants for mortgage brokers who already know a loan file from a discharge form.
Get your evenings back instead of finishing them at your desk.
A mortgage broker virtual assistant takes on the loan admin, compliance paperwork and follow-up that piles up while you’re meant to be talking to clients. So every hour spent chasing a document is an hour not spent moving a file toward settlement.
Stalled files mean stalled commission. A VA can rectify that.
Some brokers call this role a mortgage broking virtual assistant. Others just say mortgage broker VA. Whatever you call it, the job stays the same: the process gets handled, and you keep the client relationships.
What this gets you:
- A dedicated assistant trained on your CRM and lender panel before they touch a live file
- Spend fewer hours chasing documents and have more time for things where you actually add value, in front of clients
- One point of contact for lenders, solicitors and BDMs
- Take on more clients without taking on more headaches
What a Mortgage Broker Virtual Assistant Does
A loan moves through the same stages no matter which brokerage it comes from. The goal is to make this process smooth sailing for you.
Your mortgage virtual assistant works alongside you at every stage. No play-by-play required.
Before lodgement
- Collects borrower documents, credit reports and employment verification
- Runs servicing calculators and compares lender products
- Completes the fact-find and prepares pricing requests
At lodgement
- Enters data into ApplyOnline, your CRM or your aggregator platform
- Prepares credit proposals and compliance paperwork
- Runs a compliance check before the file goes to the lender
Through to settlement
- Follows up with lenders, solicitors and credit managers, so you’re not the one sending the fifth “just checking in” email
- Tracks conditional and formal approvals
- Drafts settlement letters and coordinates the final steps
After settlement
- Prepares discharge forms and post-settlement documentation
- Updates client records and loan product grids
- Supports loan reviews and ongoing client communication
Being a mortgage broker is no easy work. Lighten your admin burdens with a VA that already knows how the Australian lending industry works.
Mortgage Virtual Assistant Services We Offer
Whether you choose to hand over a solo task or full management, we can do it. You call the shots.
Loan application prep & document collection
Your mortgage broker VA collects and checks every document a lender will need, from payslips and bank statements to ID and credit reports. We match each file against the lender's checklist before submission, so we identify and address any gaps early and the lender receives a complete file.
File compliance audits & record-keeping
Every file gets reviewed against your compliance checklist before it's signed off, not after. Credit proposals, disclosure documents and file notes all get checked for completeness and accuracy. If an auditor or your aggregator ever asks to see the file, it holds up with no issues.
Client, lender & credit manager follow-ups
Your virtual assistant actively follows up on updates that you would normally have to pursue yourself, whether that involves your lenders, credit managers, solicitors, or anyone else delaying the process. Every follow-up is documented, so you can easily see the current status at a glance. Clients receive proactive updates instead of experiencing periods of silence.
Lender research & policy checks
Your VA researches lender policies and product options against your client's exact scenario, not a generic checklist. That covers servicing calculators, LVR limits and the policy quirks that shift from lender to lender. As a result, you can enter client conversations equipped with a shortlist of the most suitable products.
CRM management & data entry
Your CRM keeps everything up to date, including contact details, loan status, notes, and next actions. Pipeline reports provide a clear picture of current activities, ensuring there’s no stale data and no guesswork involved. You can hand any file to a team member, and they will immediately understand its status.
Need more than one mortgage virtual assistant? We build small teams of virtual assistants for mortgage broking all the time, split across processing, follow-up and client communication.
Why Australian Mortgage Brokers Choose We Do VAs
Here’s what a mortgage broker virtual assistant from We Do VAs brings that a general assistant, or a rushed new hire, usually can’t.
One VA for your whole pipeline
Instead of rotating assistants learning your lender panel from scratch, you get the same VA to handle your files from lodgement to settlement, so nothing gets lost in a handover.
Speaks mortgage broking
Loan stages, lender panels, aggregator platforms: your virtual assistant knows the industry language before their first file. No need to arrange an industry crash course on your time or dime.
Built for your busiest weeks
Your VA hours scale along with your seasonal peaks. EOFY, rate changes, refinance waves whenever your pipeline spikes, our VA hours can scale with it. A quiet month works the other way, too.
Someone who checks in
We monitor your VA’s progress closely. Our success manager checks in regularly to assess how everything is working. We do this to ensure our VAs are helping you maintain productivity.
Find Your Best Match Mortgage Virtual Assistant with WeDoVAs
- Talk to our Success Managers: We talk through where the admin is piling up, whether that be document chasing, lender follow-up, file compliance, or all three. Then we scope what you need handled first.
- We Match You to VAs: You’re paired with a VA who not only already understands mortgage broking, but also someone who fits what you’re looking for, skills and personality-wise. No learning the ropes on your dime. We promise!
- Structured Onboarding: We set your VA up in your CRM, aggregator platform, and lender panel from day one, so they can start onboarding for the tasks you need them to perform. They are prepared to handle live files right away, rather than just training files.
- Day-to-Day Support: Do you have a constant backlog of client emails, lender follow-ups, and incomplete administrative tasks? We conduct regular check-ins to help keep your files moving and prevent your inbox from becoming overloaded.
- Ongoing Flexibility: Manage seasonal peaks by increasing support before a busy period starts and reducing it when your workload is lighter. You will never pay for capacity that you don’t need.
Platforms and Software Our Mortgage Broking Virtual Assistants Know
Your VAs are experienced with the systems you already run. If your platform is not on the list below, no worries. We onboard your VAs to it before their official start date.
No need to change how you work to suit us.
Mortgage Broker Virtual Assistants that Prioritise Your Compliance & Security
Mortgage forms and documents contain sensitive financial and personal information, and we take that responsibility very seriously.
Every VA we assign to you understands what that requires.
Our mortgage broker VAs are trained in the documentation and record-keeping standards that brokers must follow, including the obligations outlined in the NCCP Act and ASIC’s regulatory guidance.
They sign confidentiality agreements, complete security training, and operate within access-controlled systems. Rest assured, your information remains secure and is kept solely in your possession.
mortgage broker virtual assistant vs. In-House Hire
Mortgage Broker VA
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Matched and working within a few weeks
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A fraction of a local salary: no super, leave or on-costs
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Hours scale up when your pipeline spikes
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Already knows mortgage broking on day one
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No lock-in, easy to adjust or walk away
In-House Hire
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Recruiting and training can take months
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Full salary plus super, leave and overheads
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Same headcount no matter how busy it gets
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You train them on the job
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Recruiting again from scratch
Take Back Your Time with a Mortgage Broker Virtual Assistant
Loan administration doesn’t have to consume your week or cut into your commission.
Schedule a free consultation, and we’ll connect you with a mortgage broker virtual assistant who understands your workflows.
Delegate the paperwork (and other tedious admin tasks) to reliable mortgage broking virtual assistants so you can focus on your clients, deals, and settlements that truly require your attention.
Got Questions About Our Mortgage Broker Virtual Assistant Service?
What is a mortgage broker virtual assistant?
A mortgage broker virtual assistant is a remote team member who supports a broker’s admin, compliance and file management work. Their responsibilities include entering data into the CRM, collecting documents, following up with lenders, and tracking settlements. In a nutshell, their goal is to open more time for brokers to spend more time with clients and focus on new business, rather than getting overwhelmed by admin work.
What does a mortgage broker VA do day to day?
Virtual assistants for mortgage brokers typically focuses on various tasks related to the loan process on a daily basis. These tasks may include collecting necessary documents, entering data, following up with lenders and solicitors, or preparing settlement paperwork.
Of course, there may be instances where their specific responsibilities vary depending on the tasks you assign to them.
How much does a mortgage broker virtual assistant cost in Australia?
Cost depends on the hours, tasks and experience level you need.
And this can vary.
It’s best to reach out to us through the form below. Our Success Manager will put together a quote based on your actual support requirements and total workload.
Can a mortgage broker virtual assistant work inside my existing CRM or aggregator platform?
Yes. Our VAs are trained on common platforms including ApplyOnline, Connective, Mercury, Symmetry, Salestrekker and AdviserLogic. If you use a rather unique platform, we can tailor our VA training to whichever systems you already run.
Is outsourcing loan processing compliant with ASIC and the NCCP Act?
Yes.
Our virtual assistants for mortgage brokers work according to your compliance process and documentation standards.
While the VA manages administrative tasks and preparation, you remain responsible for the advice and decisions related to the file. Ultimately, the regulated brokerage advice is still your priority.
What's the difference between a mortgage broking virtual assistant and a loan processor?
A loan processor usually focuses on lodgement-to-settlement tasks. A mortgage broker VA can cover that, plus broader admin work, CRM management and client communication.
At We Do VAs, we tailor the role to meet your specific needs. Whether you require someone focused solely on brokerage support or someone with loan processing experience in addition to mortgage brokering, we can find the right match for you.
How quickly can I get a mortgage virtual assistant started?
Most clients have their VA matched and working within a few weeks of the first consultation. Timing depends on how quickly you confirm the onboarding details.
However, if you would prefer to have your virtual assistants for mortgage broking start in the next two months, we can accommodate that too.
Will my VA work exclusively for my brokerage?
Yes. Your mortgage broker virtual assistant works full-time for your business only.
No sharing or splitting their attention across other clients.
Is this suitable for a solo broker or a small brokerage?
Yes. We work with solo brokers and firms.
There’s no minimum headcount here.
Actually, solo brokers and small teams make up a large share of the brokers we support.
How do you handle data security and confidentiality?
Every VA signs a confidentiality agreement, completes security training, and operates within access-controlled systems.
We make it a rule to treat client data with the same level of care that you would expect from an in-house employee.
That is the standard we uphold.
Every Stalled File Is a Stalled Settlement. Get Matched with a Mortgage Broker Virtual Assistant Today
Tell us about your brokerage below, and we’ll match you with a mortgage virtual assistant within weeks.
