HOW CAN WE HELP YOU?
Our Proficient, Productive & Professional Virtual Assistant will take the responsibility of tedious back-office workload so you can enjoy more time to network & grow your business
You can hire a dedicated VA as your staff member for a day to day operations or Use us when you require with our File to File plan at an affordable price.
Increase your productivity with our assistance
DATA ENTRY
Transferring data from Client documents to CRM & lender systems, Creating Fact Find from the interview sheet, Transferring data to lender forms & other forms required by the lender. Checking the accuracy of compliance documents & so on.
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LOAN TRACKING
Follow up the progress of loan application submitted with the lender, Real-time updates to you, Keeping your CRM updated with the progress of the application, Liaising with your clients for additional documents as requested by the lender, Informing the progress of the application to all the related parties involved.
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ANALYSIS
Conducting researches on CRM & lender platforms for the lenders & loan products based on the credit requirements of the clients, Loan structure analysis with the lenders underwriting policies, Scenario checks on your behalf with the concerned lenders, Loan Servicing Analysis, Analysis of financial documents.
DOCUMENT MANAGEMENT
Managing & indexing the documents received from the clients, Verifying the integrity & consistency of financial documents, Setting up folders & managing the application documents in cloud space, Preparing a list of documents for submission & uploading to lender systems as per lenders policies.
CRM MANAGEMENT
Input leads or data to your CRM, Maintaining task flows, activities & status for the applications in progress. Product analysis, Financial calculations, Preparation of NCCP documents, AOL, submission to the lender, Document management, Compliance checks, Adding notes of the progress.
OTHER ADMIN TASKS
Managing your email box, Registration to seminars & events, Setting up a reminder for important tasks related to file or other events, Collection of loan details for existing clients, Order valuations, Pricing requests. We are flexible to learn new skills for you & execute new tasks as required.
Our Mission is to make more time for you to focus on the core areas of business.
Provide an excellent quality service that takes care of your desk job.
Be part of your Successful Tomorrow.
WHAT DO WE DELIVER?
We deliver Admin services for Mortgage brokers through technology & our experienced professionals who are dedicated to achieving excellence.
Our Admin Support & Loan processing services can be customized as per your business requirements & desired goals. Size does not matters, we deliver exceptional quality service to all.
Invest your intellect where it matters most & leave the rest on us.
Let your Virtual Assistant do the work for you when you go out networking. Dedicated VA will be part of your business & support you regularly. You can create a team, choose to delegate the desk work & head out to grow your business
Use us when required service gives you the flexibility of using us when required. This is file to file service where you can allocate the file for processing & your assigned VA takes care of processing, tracking & post-settlement. If you have too much on your plate pass it on to us & walk off when not needed. No commitments what so ever, feel free to use us as suited to your requirements.
Reach your ideal customers through the world’s largest social and profession networks. Grow your business in all directions.