being a mortgage broker is an extremely challenging job in this current climate. To operate at a competitive level, brokers need to perform a vast array of tasks.
However, these tasks work as a double-edged sword. In wanting to do everything, brokers end up doing very little. To make things worse, being busy with non-essential tasks takes away precious time from being in front of clients.
Brokers who are seemingly able to achieve so much more have their secret weapons: virtual assistants (VAs). VAs are productivity game-changers when it comes to freeing up time from a hectic schedule.
Here are the top tasks mortgage brokers can delegate to virtual assistants.
Transcription jobs
Communication is the most important thing for providing stellar service to clients. Mortgage brokers can have their meetings and other interactions with clients documented through a recording device. The recordings can be handed off to VAs to be transcribed. Once a system of documentation is in place, brokers can be assured that they are always on top of their communications.
This also allows brokers to be more focused on being present in meetings. Just press record on the recorder and just focus on connecting properly with the people in the meetings.
Customer relationship-related tasks
Keeping records is as essential as it is very time-consuming. If needed, VAs can take over customer relation management (CRM) software. With a little familiarisation, VAs can help assure every aspect of the business is well recorded in the CRM software.
Monitoring the status of customer relationships can make or break a business. If a broker can maintain good relationship with customers, businesses will keep coming in and referrals will naturally follow.
Manning the telephone
Of course, customer relationship goes beyond software. VAs can also make follow up calls or simply reach out to the client base to see how their day is going.
VAs are adaptive at taking on tasks that require calling someone. For example, VAs can also take on the task of calling the bank to monitor the status of a loan.
The application of leveraging a VA to make calls is vast. But of course, the secret ingredient to delegation is to implement a system so productivity is assured with just minimal supervision.
Marketing
A common paradox for mortgage brokers is how to increase their business when their time is tied up servicing clients. The simple solution to that is to delegate marketing tasks to VAs. This way mortgage brokers can increase their market reach while still having their focus on their clients intact.
Marketing tasks could include managing social media, writing newsletters, blogging, creating graphics, producing videos, and much more.
Conclusion
Mortgage brokering is a very competitive field. With that in mind, every advantage should be leveraged and every amount of time that can be freed up should be freed up.
VAs can certainly help with both gaining advantages over competitors and freeing up a tight schedule. Though different brokers might have different needs or gaps in their business, VAs with specific competencies and skill levels can be handpicked to be tailor-fitted to a broker’s specific needs.
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What We Specialise In
Administration
Delegate the non-core administrative tasks that eat up your day. Your virtual personal assistant can handle inbox management, reporting and dashboarding, invoicing and accounts receivable, and CRM management.
Sales
Get a virtual personal assistant that specialises in fulfilling sales tasks, such as compressing your sales cycle, inbound and outbound customer satisfaction, proposal development and handling follow up sequences.
Lead Generation
Have your virtual personal assistant help with the time-consuming aspects of lead generation, such as databasing, email campaigns, customer competitor analysis and cold calling.
Customer Service
Our virtual personal assistants are also capable of helping out with customer service tasks, including managing referral programs, feedback and complaints; maintaining contact and relationships with clients; and reducing response time for client engagement.
Social Media
Take social media management off your hands and let your virtual personal assistant handle your social media assets. Our virtual personal assistants can help with content editing, scheduling across all channels, engagement and reporting.
Ad Hoc Tasks
Treat your virtual personal assistant as your organiser. Have them be your first point of contact for phone calls; help you with booking and arranging travel, transport and accommodation; or organizing your personal commitments.
Experts
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Admin work is relentless—but so are we.
We see and recognize the kind of time and effort you put in your business—and we match that level of dedication every time we provide a virtual personal assistant. Our virtual personal assistants receive rigorous training and are inculcated with our Vision, Mission and Values to ensure early returns in your investment, efficiency in fulfilling their tasks, and focus on supporting your business growth.
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