Virtual Mortgage and Loans Processing Support

Mortgage and loans processing is a painstaking process. It requires accuracy, good analytical skills and focus. And just like any other process, it is tedious and meticulous, takes up a lot of energy, effort and most importantly, time from the Mortgage Broker’s end to ensure its accurate administration, detailed completion and smooth approval yet compliant with all the needed current government legislation requirements – from Application to Settlement.

 

Mortgage and Loans Processing’s Secret Arsenal

The extremely repetitive administrative tasks that go along with loans applications and processing can be offloaded from the mortgage broker and delegated to a highly skilled (and reliable) virtual loans assistant and administrative support personnel.

 

 

The mortgage broker then can focus on other more important things that really matter (i.e.   those needing utmost business attention – more direct client interaction, speaking and developing client and relations, marketing and growing your business faster and or just doing what you love doing most and spending time with family and loved ones, etc.).

 

Just think about all that time your business spends on all the data-entry, calling up BDMs, the long waiting time for them to answer one call, following-up and chasing needed client documents, ensuring that all documents are complete and up to date,  doing serviceability calculations, researching various lenders, ensuring compliances, etc. – and the list goes on…) that comprise the time-consuming and meticulous process of mortgage and loan applications.

 

Now, more than ever, there is a collective urge to do more at once to be able to keep up with your competitors (especially at this time).   We, at Virtual Office Angels, can find you a highly skilled Virtual Loans Assistant or a team of Virtual Loans Assistants who are tailored fit according to your specific needs and requirements.

 

Dealing only with highly experienced and skilled virtual loans assistant or a team of virtual loans assistants, we are able to ensure that they can assist you in your mortgage processing needs (from Applications to Settlement) with minimum of fuss, from day one.

 

 

Equipped with hands-on skills and specific loans software knowledge you require and a good understanding of the Australian Mortgage Financial industry, your highly matched loans virtual assistant will deftly take over the whole loans processing for you

From applications up to the settlement (i.e. Data entry to CRM, Loan Structuring Preparation, Cient/Borrower communication and update, Servicing Calculator preparation, valuation ordering and follow up, discharge form preparation, other documents and forms preparation (i.e. FHOG, etc. ) file lodgement, regular Mortgage Broker updates, Regular Borrower updates, etc.)

 

Data Entry to Broker’s CRM

Highly experienced (not newly graduate for you to train! ) with whatever loans CRM software knowledge you require (i.e. Connective, Mercury, Podium, Symmetry, Flex, AdviserLogic, COIN, etc. to name a few),  our Virtual Assistants are suitably prepared and highly qualified and experienced to take on the meticulous tasks of processing loans and manage the most up-to-date CRM in the market.

 

Documents/Forms Preparation

It might seem like the simplest task but documents preparation is the crucial because the required documents that need to be submitted will determine if the loan application will get approved or not. Our highly specialised Virtual Loans Assistants can assist you to handle various back-end support tasks and processing work for your mortgage business.

 

Loan Structuring Preparation

Our Virtual Loans Assistants have more than a sharp eye to prepare for the loan structure. With an keen understanding of the Australian Financial loans market and equipped with previous hands-on experience in loan structuring preparation, your assigned Virtual Loans Assistant can assist you in the loans processing and preparation of needed documents to ensure that your client/borrower is able to maximise the loan identified – and gets approved.

 

Client and Loans Broker Updated Communications

Throughout the whole process, your Virtual Loans Assistants will be providing you with regular updates and ensuring regular communication are done.  The painstaking tasks of liaising between you, your client/borrower and the Financial Institution will be done and completed on a regular basis via an identified process and procedures.   You can then be assured that there are no hidden surprises and open communication amongst all stakeholders is maintained.

 

Lender Research

Depending on your requirement and or process and procedures, part of the virtual assistant’s loans processing procedure is doing the time-consuming lender research.  This is to ensure that thorough due diligence is done and appropriate research is made to ensure that only the best are identified for your client/borrower (i.e. for the best lender, rates, best current deals, etc. ) in the market are exhausted and compared. If properly done then this is one big beneficial for you and your company, saving your time and offloading this tasks to a reliable virtual loans assistant.

 

Settlement and Updates

Up until the settlement of the loan, our virtual loans assistants are with you every step of the way ensuring you are kept updated on the status of your loan as well as with whatever comes up in the process will be addressed.

 

Start Reaping The Benefits Now

With all of those painstaking and crucial tasks out of the way, your business can now focus more on optimizing other resources, building a more lasting relationship with your current (and new) client base, as well as and strengthening your business to take it to the next level.

 

To find out more how you can start to reap the benefits of having your own highly skilled Virtual Assistant who is tailored fit for your specific business needs, call us now on 1300 737 883.