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, Salestrekker 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
Loans Processing Services We Offer
✔ Data Entry to Broker’s CRM (i.e. Connective, Mercury, ApplyOnline, Podium, Symmetry, AdviserLogic and COIN)
✔ Loan Structuring Preparation
✔ Client Communications
✔ Lender Research
✔Servicing Calculator Preparation
✔ Valuation Ordering and follow up
✔ Discharge Form Preparation
✔ Documents/Forms Preparation(i.e. FHOG, etc.)
✔ File Lodgement to Lender (Apply Online)
✔ Follow-up from Application to Settlement
✔ Follow-up from Approval to Settlement
✔ Solicitor follow up to Settlement
✔ Regular Broker Updates
✔ Regular Borrower Updates
Virtual Loans Assistant Services
Virtual Loans Assistant Services
Virtual Loans Assistant aims to free you up from the processing pressures so you can manage your time well. We take care of your back office work so you can spend more time focusing on your clients. Our services include gathering outstanding documents, client follow-up, communicate personally with your borrowers and provide you regular status reports. Our Virtual Loans professionals are highly trained and experienced when it comes to lender procedures.
Loans Processing Software System
Our Virtual Loans Assistants are capable of using and managing various loans processing software system (eg Mercury, Connective, Podium, Symmetry, ApplyOnline), navigating the different lenders’ portal/website, as well as running other related systems (eg COIN, AdviserLogic, VMS/Corelogic/RP Data etc). You can provide us access to your loan processing online system and we will take care of updating your client file and data. This is to ensure that we bring your database up to date and keep everything organised.
We work with our clients and make thing more convenient for them. This includes providing you the kind of services that YOU asked for. Every broker, every borrower and every loan transaction has varying requirements and we ensure that those are properly met. You can talk to us about what kinds of services you require for a specific transaction. We are willing to listen, discuss and accommodate your requests because we are your team. We will provide you with what you need to help your business grow and build trust and stronger relationships with your clients.
How It Works
Virtual Financial Support gives you a chance to position yourself for future growth.
VFS provides professional loan processing solutions that will generate more revenues for your business through better time management, task delegation and cost-reduction. You can now spend less time doing the paperwork and more time focusing on your clients and the progress of your business.
We Make Everything Easy For You with Our Loans Processing Services
To find out more how you can start to reap the benefits of having your own highly skilled Virtual Assistant who is tailored for your business, call us now on 1300 737 883