Are You Seeking
Highly Specialised Support Staff?
Mortgage and Loans Processing Support
Offering online loans processing services through a team of professional, highly-skilled and well-trained individuals, we utilise the loans processing software of the broker (i.e. Mercury/Connective, Symmetry, Flex, etc.) or any other cloud-based workflow systems to process and manage loans from application through approval and settlement. Please visit our website for more details www.virtualloansassistant.com.au
Real Estate and Administration Support
With a working background and hands-on Real Estate support experience, our highly skilled Real Estate Virtual Assistants assist in generating and farming leads, do cold calling and following up, email management, data entry in CRMs and other back end support assistance.
Financial Planning Assistance and Administration
From appointment setting, collating handouts, preparing templates of presentations done in powerpoint, drafting SOAs and or data entry in XPlan software, our highy skilled Virtual Assistants are able to assist in the day to day time consuming administration tasks and provide support specifically to Australian Financial Planners
Accounting and Book keeping Assistance
Experienced in your preferred Accounting software (i.e. Xero, Saasu, MYOB, etc), our highly skilled Virtual Accountants assist in invoicing and payroll, Accounts Receivable and Payable, Bank Reconciliation and Balance Sheets, etc. ensuring you have accurate reporting system in place.