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Mortgage Broking Services

We’ll take care of the hassles
while you focus on success

Mortgage brokers spend up to 20 hours a month processing loans, with 80% of the work being admin tasks such as following up with lenders, preparing documents, and liaising with clients.

Imagine a career where you can dedicate all of your energy to nurturing client relationships, closing deals, and completing loan processes swiftly, all while having all the time to do the things you love. This kind of future could be yours, only if you’re not drowning in piles of forms and the stress that comes with your deadlines.

This is why our Mortgage Broking Assistant is here for you, because we understand that success is not always about sacrificing your precious time and taking your life away. It‘s about achieving that work-life balance so you could focus on what truly makes a difference while we handle the rest – those mind-numbing data entry, the back and forth with lenders, or keeping an eye out for your clients’ loan status.

What does a Mortgage Broking VA do?

Koruna Assist will train and onboard our virtual assistants so they’ll be molded as experts before working with you. After a 4-week intensive training, you’ll have a mortgage broking assistant that could cut your loan processing times by more than half – giving you time to build client relationships, attract more clients, or even spend more time off to relax and pursue your personal hobbies

Having worked with 100+ business owners and mortgage brokers we will work with you to identify the tasks that you need most help with and outsource them to our admin assistants. They will be trained according to what you need help with, including tasks like:

A Koruna Mortgage Broking Assistant is not just another employee under your wing. They will come from us, an ISO-certified organisation so you’ll steer clear of any risks from aggregators suspending your license. We’ll also provide your assistant with a dedicated team leader, a subject matter expert, and a dedicated staff to monitor any technical issues to ensure quality, uninterrupted work every single day.

Become an in-demand Mortgage Broker with the support of KA

Cut your loan processing hours by half

Delegate your tedious, low-value admin tasks to a Mortgage Broking Assistant and focus on attracting satisfied, happy customers.

Be two steps ahead your competitors

With a highly-skilled mortgage broking assistant by your side, you’ll gain leverage over your competitors who are either doing it all alone, or doing it with an inexperienced virtual assistant.

Maximise Personal and Family Time

Achieving work-life balance does not simply mean taking a day off. It’s about truly enjoying your time to live your life the way you want it to, all while having a growing business to back you up. The secret? Delegating it to an expert mortgage broking assistant.

Career growth

​​You have been helping your clients make sound financial decisions, but you now have the power to make the biggest business move for yourself. Pursue leads, expand your reach, and ultimately grow your profits by focusing on the core functions of your business.

What our Client's Say

I have engaged Petra to help take my business to the next level. Her ability to provide solutions and optimise my workflow has been fantastic. She is patient and very understanding and I can feel that she genuinely cares. You would be silly not to speak to Petra and the team at Koruna Assist. Would Recommend 10/10!!

- Jake Taylor

Petra and her team are highly knowledgable in helping you with offshore staff members. Her workaround process mapping is second to none and could be implemented for local teams as well. Her staff are warm and friendly and came to me highly recommended.
I would inturn do the same

- Kevin Smith

The proof is in the results... Some of our clients have grown a team of over 10 VAs.

  • Increase client base by 61%
  • Spend more time with their family
  • Travel the world without sacrificing their business growth
  • Keep the business running even though they have been battling sickness
  • Grow their business and beat the feeling of ‘churning water and not getting anywhere’

Frequently Asked Questions

The answer is YES! Our Mortgage Broking Assistants will be trained on preparing documents, loan applications and processing , depending on what you are looking to outsource. We usually hire assistants with a background in your field, so you won’t have to deal with a complete newbie and can count on high-quality work once their training period is over.

Our virtual assistants will go through a 4-week training period so they can specialize in the tasks you need help with. During this period, we’ll keep in touch with you to identify the most time-consuming tasks you need to take off your plate and outsource these to our team of Koruna experts so you can reclaim the time to do what you love.

For mortgage brokers juggling multiple tasks at once, our trained admin assistants will do your low-value tasks so you can finally focus on revenue-generating activities without the headaches of admin work. A skilled VA can help with a variety of admin tasks, including maintaining client database, preparing application, handling product enquiry and research, and maintain client communications.

If you have a big team with lots of sensitive information at risk, having a traditional, office-based setup is still a good choice. But if you’re a startup business owner that lacks time for everything, here are the top three reasons why a virtual setup would be perfect for your business:

  • We do the training: You won’t have to waste time hiring and onboarding a complete newbie. We will train your VA with everything they need so your could work 3-4 days a week and still run your business smoothly.
  • We handle staffing: If you hire a personal assistant, would you still have enough time to manage them? With Koruna Assist, you’ll never have to worry about their payroll, performance, and loyalty – we ensure that our top-notch VAs are happy, satisfied VAs who knows how to do the job efficiently. And if they needed to leave, we have a smooth replacement process so you’ll never be left without a VA.
  • You’ll have a full-time assistant for less: Leasing an office space and hiring an in-person assistant can hurt your budget with all the benefits you have to cover. But with a virtual assistant, you can cut down on labor and operational costs all while getting a higher quality work.

A Mortgage Broking Assistant optimises and speeds up your workflow by handling your day-to-day, low-value tasks, so you can achieve a work-life balance while securing your career and business growth. A Mortgage Broking VA is responsible for:

  • Collecting necessary information and documents form clients
  • Maintaining client relationships via phone, email, or virtual meetings
  • Conducting research to identify suitable lenders fit for your clients
  • Organizing necessary documents from your clients including income statements, tax returns, or property details
  • Following up with lenders to track loan progress
  • Other tasks as agreed by the parties

How We Work With You

Reach Out

Reach out to us through email, our website’s contact form, or a phone call and we’ll respond to you within 24-48 hours. Don’t hesitate, let’s connect!
We always start with a personal conversation to really understand how we can best support you. This allows us to tailor a solution that’s just for you, and to provide you with all the information you need. Let’s talk!

Discovery Meeting

Job Description

Tell us exactly what you’re after! We’ll work together to capture all the essential qualifications, skills, and competencies you need in your next superstar assistant. With this info, we can help you craft a job description that gets responses from the best candidates.
Our commitment is to find you the ideal virtual assistant for your needs, ensuring that we source, screen and prepare the perfect candidates for you to review.

Recruitment

Pick the Perfect VA

Now it’s time to meet and interview the selected candidates via video call! This is your chance to find the best fit for your business needs. Take this opportunity to get up close and personal with the candidates.

Once you’ve selected your VA, we’ll dive into the onboarding process and ensure they receive 4 weeks of thorough training – this way they’ll be fully prepared to start working with you.

Onboarding and Training

Ongoing Support

We’ll be right there with you every step of the way to make sure the transition is as smooth as possible. Don’t worry, we’ll always be here with ongoing support to make sure everything is just right for you.

1

Reach Out

Reach out to us through email, our website’s contact form, or a phone call and we’ll respond to you within 24-48 hours. Don’t hesitate, let’s connect!
2

Discovery Meeting

We always start with a personal conversation to really understand how we can best support you. This allows us to tailor a solution that’s just for you, and to provide you with all the information you need. Let’s talk!
3

Job Description

Tell us exactly what you’re after! We’ll work together to capture all the essential qualifications, skills, and competencies you need in your next superstar assistant. With this info, we can help you craft a job description that gets responses from the best candidates.
4

Recruitment

Our commitment is to find you the ideal virtual assistant for your needs, ensuring that we source, screen and prepare the perfect candidates for you to review.
5

Pick the Perfect VA

Now it’s time to meet and interview the selected candidates via video call! This is your chance to find the best fit for your business needs. Take this opportunity to get up close and personal with the candidates.

6

Onboarding and Training

We’ll be right there with you every step of the way to make sure the transition is as smooth as possible. Don’t worry, we’ll always be here with ongoing support to make sure everything is just right for you.

7

Ongoing Support

We’ll be right there with you every step of the way to make sure the transition is as smooth as possible. Don’t worry, we’ll always be here with ongoing support to make sure everything is just right for you.

Reach Out

1
Reach out to us through email, our website’s contact form, or a phone call and we’ll respond to you within 24-48 hours. Don’t hesitate, let’s connect!

We always start with a personal conversation to really understand how we can best support you. This allows us to tailor a solution that’s just for you, and to provide you with all the information you need. Let’s talk!

2

Discovery Meeting

Job Description

3

Tell us exactly what you’re after! We’ll work together to capture all the essential qualifications, skills, and competencies you need in your next superstar assistant. With this info, we can help you craft a job description that gets responses from the best candidates.

Our commitment is to find you the ideal virtual assistant for your needs, ensuring that we source, screen and prepare the perfect candidates for you to review.

4

Recruitment

Pick the Perfect VA

5
Now it’s time to meet and interview the selected candidates via video call! This is your chance to find the best fit for your business needs. Take this opportunity to get up close and personal with the candidates.
Once you’ve selected your VA, we’ll dive into the onboarding process and ensure they receive 4 weeks of thorough training – this way they’ll be fully prepared to start working with you.
6

Onboarding and Training

Ongoing Support

7
We’ll be right there with you every step of the way to make sure the transition is as smooth as possible. Don’t worry, we’ll always be here with ongoing support to make sure everything is just right for you.

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