Filipino Virtual Assistants for Mortgage Brokers

VAs handle document collection and follow-up, CRM data entry and pipeline management, lead response and qualification, client communication throughout the loan process, appointment scheduling, post-settlement follow-up, social media content, and referral partner communication. They work within your existing systems and processes.

Yes. Our VAs are trained across major mortgage broker CRMs including Salestrekker, Broker Engine, MyCRM, and HubSpot. They can update contact records, create tasks, log milestones, and generate pipeline reports. Most are productive in your CRM within the first week of onboarding.

We take data security seriously. All our VAs sign comprehensive NDAs and confidentiality agreements. We recommend using role-based access controls in your CRM and document systems to give VAs only the access they need. Most brokers we work with find this is a non-issue in practice, the risk profile is similar to any remote employee.

We match you with a VA who works your business hours. For Australian brokers, we place VAs on AEST or AEDT schedules so they’re working the same hours as your clients. For US-based brokers, we have VAs across all major time zones.

A trained Filipino VA costs a fraction of a local admin assistant in Australia or the US. Most of our mortgage broker clients recover the cost within the first month from the additional loans written with the freed time. Book a free discovery call for a custom quote.