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    Industry: Mortgage Brokers

    Filipino Mortgage VAs for Australian Brokers

    Trained on Mercury Nexus, AFG FLEX, Salestrekker and BrokerEngine. They build loan files, run BID-ready compliance notes, liaise with lenders, and chase post-settlement trail, while you write loans.

    4.9/5from 200+ Australian founders
    Mercury / AFG FLEX / Salestrekker trained BID-aware compliance notes Live in 14 days
    Get matched in 60 seconds

    Optional, we'll SMS you the booking link

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    Where Australian brokers leak hours every week

    Loan files stuck in 'gathering docs'

    Payslips, statements, ID, rental ledgers, the chase never ends. Conversions slip because you're 4 days late to lodgement.

    BID file notes that don't pass audit

    Your Best Interests Duty notes need to be defensible. Half are missing rationale, alternatives considered or product comparison evidence.

    Lender liaison ping-pong

    Conditional approvals, valuation orders, RFI responses across 5+ lender portals. You're a project manager when you should be in front of clients.

    Trail and post-settlement gap

    Annual reviews, refinance triggers, fixed-rate roll-offs, none of it goes out automatically. The book is leaking to competitors.

    What our mortgage broker VAs actually handle

    Loan File Production

    • Fact find clean-up and supporting doc collection
    • Living expenses categorisation and HEM benchmarking
    • Serviceability calcs across major and non-major lender calculators
    • Lodgement prep in NextGen ApplyOnline and direct lender portals
    • Valuation orders, VOI/IDfy checks and credit pulls (Equifax / illion)

    BID Compliance

    • Best Interests Duty file notes drafted to your template
    • Product comparison evidence and rationale capture
    • Credit Guide, Credit Proposal and Credit Quote prep
    • File checklist completion before broker sign-off
    • Aggregator compliance queue clearance (MFAA / FBAA aligned)

    Lender Liaison

    • Conditional approval chasing and RFI responses
    • Valuation follow-up and policy escalation tracking
    • Settlement booking with solicitor and lender
    • Discharge requests and refinance handover packs
    • Pipeline reporting from Mercury Nexus, AFG FLEX or Salestrekker

    Post-Settlement & Trail

    • Annual reviews booked and prep packs sent
    • Fixed-rate expiry and IO-to-P&I roll-off comms
    • Refinance opportunity flagging from trail data
    • Insurance and protection referrals follow-up
    • Trail reconciliation against aggregator statements

    Marketing & Lead Nurture

    • Database segmentation in Mercury Nexus / AFG FLEX
    • Pre-approval expiry and birthday touch-points
    • Email nurture builds in Mailchimp, ActiveCampaign or HubSpot
    • Google review chasing on settlement
    • Lead source attribution and weekly funnel reporting

    Tools your mortgage broker VA already knows

    Aggregator CRM

    • Mercury Nexus (Connective)
    • AFG FLEX
    • LMG (Loan Market)
    • Choice MyCRM

    Broker Tools

    • Salestrekker
    • BrokerEngine
    • Quickli
    • LoanApp

    Lodgement

    • NextGen ApplyOnline
    • Lender direct portals
    • ApplyOnline xPlan

    Compliance & ID

    • IDfy
    • Equifax
    • illion
    • Frankie
    • DocuSign

    Marketing

    • Mailchimp
    • ActiveCampaign
    • HubSpot
    • Meta Ads Manager

    Productivity

    • Microsoft 365
    • Google Workspace
    • Slack
    • Microsoft Teams

    How we get your VA live in 14 days

    1

    Brief us

    Tell us your tools, hours and mortgage brokers workload.

    2

    We shortlist

    Industry-matched VAs, vetted and tested, in 5 days.

    3

    You hire

    Pick your VA. Shortlist in 7 to 14 days. No lock-in contract.

    Mortgage broker FAQs

    Yes. Every mortgage broker VA is briefed on BID, the obligations under the National Consumer Credit Protection Act and your aggregator's specific evidence requirements. They draft file notes to your template; you sign off.

    Yes when paired with your sign-off. We've supported brokers under both MFAA and FBAA membership. Your VA prepares the file, captures product comparison evidence and completes your aggregator checklist; the licensed broker (you or your credit rep) remains the authoriser.

    Yes. Pick one as primary, we have VAs trained on Connective Mercury Nexus, AFG FLEX, LMG, Choice MyCRM, Salestrekker and BrokerEngine. If you use a custom stack we cover ramp-up in week 1 at no extra cost.

    Yes, including population from your fact find, supporting doc upload, lender-specific quirks and resubmissions. They will not click the final lodgement button without your sign-off.

    Yes, through your existing IDfy, Equifax and illion integrations. They never use a personal account. Access is via your CRM or aggregator-issued logins. Our VAs work from home in the Philippines on their own equipment, with a backup internet connection. They access your systems through your own logins and permissions, and access controls and 2FA are configured on your side.

    Yes, by SMS, email and follow-up calls in your business hours. Most clients see doc-chase cycles compress from 8-12 days to 3-5 days within the first month.

    Yes. They build out annual review schedules in your CRM, send pre-meeting prep packs, flag fixed-rate roll-offs and IO-to-P&I conversions, and reconcile trail against your aggregator statements monthly.

    Yes. They run scenarios across major and non-major lender calculators, including Quickli, and surface 2-3 sharp options for your client meeting rather than dumping 17 calcs on you.

    Our VAs work from home in the Philippines on their own equipment, with a backup internet connection. They access your systems through your own logins and permissions, and access controls and 2FA are configured on your side. We can sign your privacy and data-handling addendum.

    Pricing is shared on a short discovery call once we understand your loan volume, aggregator stack and BID workflow. Engagements are full-time, all-inclusive incl. GST (salary, health insurance, insurance cover and management). No agency cut on top.

    Other industries we serve

    Finance & Bookkeeping VAsReal Estate VAsLegal & Professional VAs
    See all industries →

    Write more loans, chase fewer docs

    Brief us in 15 mins. Shortlist in 7 to 14 days. No lock-in contract.

    Book a 15-min call →