Virtual assistant
Virtual assistant for mortgage brokers
The one-time recruitment fee is USD 2,795 (USD 350 deposit + USD 2,445 on hire). There is no ongoing recruitment markup. The six-month guarantee is a replacement search, not a refund.
The fee
USD 2,795
Charged once. No monthly markup on the wage.
The shortlist
21 days
The target from an agreed brief to three finalists.
The guarantee
6 months
Another search if it does not work out. Not a refund.
The work
Tasks this hire takes
A virtual assistant for mortgage brokers chases documents and keeps the pipeline moving.
The broker still recommends the loan and speaks to the client.
Two jobs shape a normal week for mortgage brokers: Chase payslips, statements and ID against the checklist, and update the deal stage in Salestrekker or MyCRM. Firms hire for that rhythm, not for an empty inbox.
Chase payslips, statements and ID against the checklist
Update the deal stage in Salestrekker or MyCRM
Book fact-finds the broker will run
Prep the submission pack for the broker to check
Diary clawback and review dates the broker set
Chase payslips, statements and ID against the checklist. For mortgage brokers, that work sits beside Salestrekker, MyCRM or Connective Mercury. The principal still makes the call above it.
Update the deal stage in Salestrekker or MyCRM. Ask each finalist for mortgage brokers when they last did this, and whether they did it in Salestrekker, MyCRM or Connective Mercury.
The brief for mortgage brokers should treat this as a standing job: book fact-finds the broker will run. Salestrekker, MyCRM or Connective Mercury is where the office checks it.
Prep the submission pack for the broker to check. If the hire has not used Salestrekker, MyCRM or Connective Mercury, the first month for mortgage brokers includes learning it, and the principal still reviews the output.
Diary clawback and review dates the broker set. For mortgage brokers, write down what done looks like, and who is told when it is finished.
Day one
Software in the brief
Name Salestrekker, MyCRM or Connective Mercury in the brief for mortgage brokers when the hire will use it in the first week.
Say whether The lender portals the broker already uses is required on day one for mortgage brokers, or taught after the start.
A short task in A document checklist per deal can be part of the interview for mortgage brokers, if you want to see the work.
You grant access to A calendar for lodgement and settlement. For mortgage brokers, the hire should have that login before week two.
Salestrekker, MyCRM or Connective Mercury
The lender portals the broker already uses
A document checklist per deal
A calendar for lodgement and settlement
The line
Compliance boundary
The hire does not recommend a loan, compare products for a client, or give credit advice.
For mortgage brokers, the interview repeats the boundary above. The hire should be able to say what they will not decide.
Who we introduce
Roles we place
We place an assistant and an appointment setter for the broker diary.
Three people are introduced for mortgage brokers. You interview them, and you choose the one who starts.
Pricing
The recruitment fee is USD 2,795, charged once.
USD 350 opens the search. USD 2,445 is due when you select someone.
A monthly markup is a different model. We do not add one.
Charged once
USD 2,795
You pay the person you select directly after that.
- Deposit to open the search
- USD 350
- Balance when you select someone
- USD 2,445
USD 350 deposit + USD 2,445 on hire. A monthly markup is a different model.
Guarantee
Six months
If the person you select leaves within six months, we search again.
That second search is not a refund.
What the replacement guarantee coversHow a search works
Process
- 01
Agree the brief
Agree the tasks, tools and hours
- 02
Search
We search and assess candidates
- 03
Shortlist
About 21 days to three finalists is a target
- 04
You choose
You interview them and you choose
Book a free call when the mortgage brokers brief is ready to open.
The first 90 days
- 01
Days 1 to 30 for mortgage brokers are for learning Salestrekker, MyCRM or Connective Mercury and the way the office already hands work across.
- 02
By day 60 this should be routine for mortgage brokers: Book fact-finds the broker will run.
- 03
The day-90 review asks one question for mortgage brokers: is “Diary clawback and review dates the broker set” happening without you chasing it?
What we ask before we search
- On the call for mortgage brokers, we ask who does this today: chase payslips, statements and ID against the checklist.
- We ask which of these the hire for mortgage brokers must open on day one: Salestrekker, MyCRM or Connective Mercury, The lender portals the broker already uses, A document checklist per deal.
- For mortgage brokers, we ask you to say the line a new starter must not cross.
Shared hours are written into the brief for mortgage brokers before anyone is approached.
Book a call
Tell us the work. We'll introduce three people.
FAQ
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Post-Hire Support
We set you up to manage them.
Never managed a remote hire before? We set you up with the tools to manage them: remote time tracking, a business call line with SMS, communication and messaging tools, payments, and onboarding guidance for the first 30, 60 and 90 days.
We guide you through the legal side of hiring offshore (contracts, contractor setup and paying them properly) and keep it simple.
This is general guidance, not a substitute for your own legal or tax adviser.
See Post-Hire Support- Onboarding guidance for the first 30, 60 and 90 days
- Communication tools and response expectations
- Meeting cadence and management frameworks
- KPI and performance guidance tailored to the role
- SOP guidance so knowledge doesn't live in your head
- Recommended tools for phone, payments, time tracking and messaging
- Best practices for remote and offshore team management
- Legal and compliance guide for engaging offshore team members
When you're ready
Send the role. Then pick a time.
A name, a number and the work you want to move. We'll use it to prepare the call.