The COVID-19 pandemic has proven to be a test of character, not just on a personal capacity but also on how businesses project resilience and stability. But with or without the pandemic, businesses are expected to have a certain fail-safe or a fallback in case of circumstances that would require minimising workforce and production capacity.
They say that anything is possible in the internet era, from saving thousands of dollars to travel from one place to another, only to attend a meeting, to outsourcing processes and optimising offshore frameworks.
The demand for virtual access and capabilities has never been this strong. Highlighted by the current health crisis we are all still facing, this proved, time and again, that technology is a reliable weapon when it comes to adversities.
We have been discussing in our previous articles the importance of knowing where to find the right resources. Using the available ones cannot only help you and your business get through a tough time. It can also help you get to your goals easier and faster.
Business continuity plan or BCP has always been a mandatory process, in place, in the event of a periled working system – when an emergency arises or when skeletal staffing is the most reasonable thing to do for the business. But a business continuity plan only works for a preset duration of time.
In a time when there are so many uncertainties, businesses would need to find firm ground to stand the test of time. A stable support system that could ensure that the business would continue to grow and foster the culture of excellence.
Virtual assistance services are amongst the most efficient solutions to some of the current problems businesses experience. Getting a virtual assistance service could help the business continue. It creates a space for collaboration and virtual connection.
Virtual Office Angels Pty Ltd has been at the forefront of providing, not just, quality virtual assistants to their clients. They have also managed to create a culture of success, thanks to the highly skilled and well-rounded team within the company.
Mortgage and Loan Processing Support
Our mortgage and loan processing virtual assistants and support have proven to be efficient in getting the job done – the proper process and procedures and within the margins.
Our virtual assistants manage the entire process from application, general critical data collection and data entry to settlement, including data entry to CRM, loan structure preparation, client/borrower communication and update, serviceability calculator preparation, valuation ordering and follow-up, discharge form preparation, preparation of other documents and forms (e.g. FHOG) file lodgement, regular mortgage broker updates and regular borrower updates. They use the most up-to-date CRM in the market, such as Connective, Mercury, Podium, Salestrekker, Symmetry, Flex, AdviserLogic and COIN.
We bank on our virtual assistants’ vast experience and high-level skillsets to ensure that when you give them something to work on, they do not just accomplish them; they also create opportunities to ensure that every bit of time they spend working for you is worth it for you.
Financial Planning Support
Our top-of-the-class virtual assistants also support financial planners and advisors from appointment setting, collating handouts, preparing templates for presentations done in PowerPoint, drafting SOAs and/or data entry into different CRMs and software, such as XPlan (e.g. Risk Researcher, WealthSolver and CALM) Midwinter and AdviserLogic.
Accounting & Bookkeeping Support
Our Virtual Assistants are always the best in their areas of expertise. Experienced in your preferred Accounting software (i.e., Xero, Saasu, MYOB, etc.), our highly skilled Virtual Accountants assist in daily, weekly, or monthly invoicing and payroll, Accounts Receivable and Payable, Bank Reconciliation and Balance Sheets, etc. ensuring you have an accurate reporting system in place.
Virtual Office Angels Pty Ltd. holds a proven track record of providing only the best and the brightest virtual assistance services in the industry. Whether it be for accounting services, financial planning, or mortgage broking, Virtual Office Angels Pty Ltd ensures that it is not just the business that they will take care of, they will also take care of your welfare as an individual.
The time you usually spend doing the brunt and minuscule work can be freed up and spent for your family, leisure, and other hobbies and activities important to you. Just imagine finally getting on that vacation you have always dreamt of going to, but could not, because of so much work that needs to be finished. With Virtual Office Angels Pty Ltd., rest assured that your business is well taken care of.
Our dedicated and highly efficient virtual assistance team could help you make sure that you are getting the most of every bit of time we do work for you. When there is nothing to be done, we find ways to be productive. When there are so many things that need to be accomplished, we make sure that we do not compromise quality over speed or quantity.
We value every work we do because we understand how important the work is for you and your business. At the end of the day, our main goal is to ensure that you and your company will reach new heights, achieve milestones while realizing potentials.
Let us start discussing your business’ needs while also determining the unrealized goals and potentials of your business. Together, we can make things possible even when the going gets tough.