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VIRTUAL ASSISTANT SERVICE

Best suited for small, medium & large size business who require an assistant to take care of the tedious back-office responsibilities.
A 30 day Trial offer is applicable for Virtual Assistant service wherein you can check the efficiency of your Virtual Assistant for first 30 days & pay us if you like the service.
This service is delivered on a month-on-month basis were a dedicated Virtual Assistant will be partnering with you 8hrs/day-40hrs/week (Full-time) Or 4hrs/day-20hrs/week (Part-time)

DEDICATED VIRTUAL ASSISTANT

  • Create your own Virtual Assistant team by hiring our staff who is well experienced in Australian Mortgage Industry practices & processes at a fraction of cost that is involved in hiring back-office support staff in Australia.
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  • Plan & delegate tasks to your Virtual Assistants. They are very well experienced in:  
      - Managing the CRMs of your aggregators.
      - Engaging in client communication, collecting documents, indexing the documents.
      - Conducting loan research for best lenders, products & offers that suit your client requirements.
      - Conducting loan scenario checks with the respective lenders as per your instructions.
      - Ordering valuations, requesting for pricing discounts.
      - Preparing application, lender documents & other documents as required for submission
      - Submission of application along with supporting documents.
      - Tracking the progress of application after submission to post-settlement.
      - Manage customer queries, issues & complaints.
      - Manage lender queries & documentation required on the application submitted.
      - Notifying all the parties included in the application including the broker.
      - Conducting compliance checks as per the aggregator checklist for maintaining compliance as per ASIC Guidelines.
      - Managing documents in your cloud storage account & CRM.
      - Perform all other daily tasks and activities as per your instructions and requirements. 
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  • Virtual Assistants are also flexible to learn new processes under your limited guidance & also provide innovative business process solutions.
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  • Regular performance review would be conducted along with respective team leader & Virtual Assistant to improve performance regularly & deliver the best possible outcome. 
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  • This is a package which gives you the wings to channelize your energy & time to bring in more business, clients & prospects. Leave the back-office responsibility on us.
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  • Any individual broker, small to large companies can hire Virtual Assistant/s as per your requirements and attain a tactical edge in this dynamic business environment.
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