Virtual assistants for mortgage brokers
Brokers win business in conversations, not paperwork. A dedicated remote loan processing assistant chases documents, keeps your CRM current and follows up lenders and clients, so you can spend more time advising.
At a glance
Who it’s for
Mortgage Brokers businesses across Australia.
Where
Australia-wide. Your professional works remotely, in your systems, during your agreed hours.
How it works
Discover, source, select, onboard, support — you interview and choose who joins your team.
Pricing
A custom quote as a flat monthly rate for each role, with no hidden fees.
Roles we place for brokers
Every professional is dedicated to your business only, and you interview and choose who joins your team.
- Loan processing assistant
- Client onboarding coordinator
- Broker support administrator
- Compliance & documentation clerk
- CRM administrator
- Settlement tracking assistant
What they handle in a typical week
- 01Collecting and checking client documents
- 02Entering application data for your review
- 03Updating deals and notes in your CRM
- 04Following up lenders and clients on outstanding items
- 05Tracking applications through to settlement
- 06Keeping client files organised for compliance
Common software in this sector
We match candidates to the software your business already uses.
- Salestrekker
- Mercury
- ApplyOnline
- Microsoft 365
How getting started works
A structured process that keeps you in control of every hiring decision.
- 01
Discover
We take the time to understand your business, your requirements and the specific skills your workforce needs.
- 02
Source
We identify professionals suited to your role, screening for skills, experience and cultural alignment.
- 03
Select
Review suitable candidates and choose the right professional for your team.
- 04
Onboard
We support the integration of your selected professional into your workflow and operations.
- 05
Support
We continue supporting the workforce relationship as your business evolves and grows.
Questions about mortgage brokers support
Make room for what's next
Big ambitions.
The right people.
Tell us where you want to go. We'll help you find the people to get there, starting with a conversation about your business.
Prefer email? admin@workforceoutsourcing.org