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We'll help you hit the ground running

We’ll take care of the tedious stuff so you can focus on managing your staff.

IT, HR, recruitment and labor laws are all handled by us. You’ll also be teamed up with one of our success managers to ensure you’re getting all the support you need. We want you to think of us as a valuable part of your team.

We’ve got your back!

Our systems, training and support is what really sets us apart from other providers. We believe that role-specific training is best performed by you. However we will support you by delivering onboarding training for your staff and provide them access to a comprehensive knowledge base.

Mortgage / finance broker

As a virtual assistant (VA) for mortgage brokers in Australia, we train the VA to handle a wide range of tasks to support your business operations. Here’s a summary of what they could potentially do:

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General Administration assistant

Australian clients, there’s a wide range of tasks our Virtual assistants can handle to streamline your business operations. Here are some key services your benefits offer:

Learn More

Other industries

Our dedicated HR team is adept at sourcing skilled virtual assistants across various industries to address your staffing needs. Leveraging specialised HR software, we meticulously match specific requirements, ensuring you access profiles and resumes of highly qualified individuals.

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How Does Our Process Work?

1

Discovery Meeting

We start with a discovery meeting to understand your unique requirements and goals.

2

Finding the
Perfect Match

Our team will search, interview, and shortlist candidates, giving you the opportunity to interview and select the best fit for your needs.

3

Launching Your
VA Journey

Once you’ve selected your candidate, we provide comprehensive training to ensure they hit the ground running. We also offer ongoing training to address any skill gaps, along with refresher courses and continuous cyber training to keep them up-to-date

What are the contracts terms?  Our contracts are for a 1-year term, with the option to renew or terminate based on your needs and preferences. (subject to certain terms and conditions)

Frequently Asked Questions

Yes. All our candidates will be fluent in English with the majority of candidates being university graduates.

No. The virtual assistant will not be shared with other organisations as they will be working full time for your company.

No there is no minimum on the number of staff you can hire.

Our contracts are for a 1-year term, with the option to renew or terminate based on your needs and preferences. (subject to certain terms and conditions)

Our clients are Australian clients operating Australian businesses in different industries. Majority of our clients are from mortgage and real estate business.

A detailed answer to provide information about your business, build trust with potential clients, and help convince the visitor that you are a good fit for them.

Empowering Your Business,
One Virtual Assistant At A Time

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Mortgage / finance broker

As a virtual assistant (VA) for mortgage brokers in Australia, we train the VA to handle a wide range of tasks to support your business operations. Here’s a summary of what they could potentially do:

  1. Loan Processing Assistance:
    • Assist with loan applications, document preparation, and tracking loan progress from submission to settlement. This ensures a smooth process for your clients. Drafting applications in CRM system.
    • Sourcing and applying a broad knowledge of lender policy.
    • Maintain accurate and up-to-date records of all loan applications and related documentation.
    • Review and verify borrower information, such as employment and identification.
    • File management and follow-ups.

  2. Client Communication:
    • Manage client inquiries, follow-ups, and appointment scheduling. Prompt and efficient communication is essential for client satisfaction.
    • Communicate with clients, credit managers, lenders, and other parties involved in the mortgage process to ensure timely and accurate completion of loan applications.
    • Provide exceptional customer service to borrowers, answering questions and addressing concerns throughout the loan process. 

  3. Data Entry and Organization:
    • Handle data entry tasks, maintain accurate records, and organize client information. This keeps your systems up-to-date and efficient. 

  4. Research and Market Analysis:
    • Research lenders and product offerings. Staying informed helps you make informed decisions. 

  5. Compliance Support:
    • Assist with file compliance requirements, ensuring your business adheres to regulations and industry standards. Complete file audit checklists for compliance and updates files as needed. 

  6. Administrative Tasks:
    • From managing calendars to organising files, handle administrative duties, freeing up your time. Assist with other administrative tasks as needed.
    • Perform general administrative tasks such as data entry, filing, and record keeping. 

  7. Marketing Support:
    • Assist with social media management, email campaigns, and other marketing efforts to promote your services. 

  8. Task Automation:
    • Setup systems to automate repetitive tasks, improving efficiency. 

  9. Client Relationship Management (CRM):
    • I maintain client databases, track interactions, and ensure personalised service.
  1.  
Hire Your VA

General Administration assistant

Australian clients, there’s a wide range of tasks our Virtual Assistants can handle to streamline your business operations. Here are some key services your benefits offer:

  1. Email Management:
    • Keep your inbox organized by filtering, responding to emails, and flagging urgent messages.

       

  2. Calendar Management:
    • Schedule appointments, set reminders, and coordinate meetings with clients or team members.

  3. Data Entry and Organization:
    • Input data into spreadsheets, databases, or CRM systems. Maintain accurate records.

  4. Document Preparation:
    • Create and format documents, reports, presentations, and spreadsheets.

  5. Travel Arrangements:
    • Book flights, hotels, and transportation for business trips.

  6. Research and Market Analysis:
    • Gather information on competitors, industry trends, or potential clients.

  7. Client Communication:
    • Handle inquiries, follow-ups, and appointment confirmations.

  8. Invoicing and Billing:
    • Generate invoices, track payments, and manage financial records.

  9. File Management:
    • Organize files, folders, and digital assets for easy retrieval.

  10. Basic Bookkeeping:
    • Record expenses, track receipts, and reconcile accounts.

  11. Social Media Management:
    • Schedule posts, engage with followers, and monitor analytics.

  12. Event Coordination:
    • Assist in planning and organizing events, webinars, or workshops.

  13. Customer Support:
    • Address customer inquiries, troubleshoot issues, and provide timely responses.

  14. Proofreading and Editing:
    • Review documents for grammar, spelling, and clarity.

  15. Personal Assistance:
    • Help manage personal tasks, such as booking appointments or researching local services.

Remember, our goal is to make your life easier by handling administrative tasks efficiently, allowing you to focus on what truly matters—growing your business and achieving success!

Hire Your VA
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