Virtual Assistant - Mortgage Broker Assist

START GETTING MORE DONE WITH A VIRTUAL ASSISTANT

VIRTUAL ASSISTANT

Call For Price

Prepare Credit Guide
Request required documents from Client's
Follow-up documents from Client's
Check policies with Lenders
Broker CRM data entry inc.
Call lenders BDM
Prepare Lender servicing calculator
Complete Pricing
Order Valuation
Send comparison report to the client
Prepare discharge form
Prepare Credit Proposal
Lodge files to Lenders
Follow-up Lodgment to settlement
Call Lenders, Solicitor & Settlement
Act as a Broker's PA.