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Redefining a VA in the Mortgage Broking

As we step into the remote working era, the role of a Virtual Assistant (VA) has evolved far beyond traditional administrative tasks. As a mortgage broker, you may probably be under constant pressure to manage your time efficiently, balancing client meetings, relationship building, and the intricate process of loan applications.

At the same time, the digital age demands you to have a strong online presence, from engaging blog posts to compelling social media content. This is where redefining the role of your VA can become one of your most strategic moves, transforming your business operations and client engagement strategies.

The Traditional VA vs. A Koruna Assist Mortgage Broker VA

Traditionally, a VA in the mortgage broking industry might spend their days entering data into CRM systems, following up with banks, liaising with clients, and ensuring that all fact finders are diligently followed up. While these tasks remain crucial, the scope of what a VA can achieve has significantly broadened.

Koruna Assist mortgage broker VAs take it a step further by diving into content creation, client engagement, and even marketing strategies. Imagine having a VA who not only manages your CRM but also creates engaging content that highlights your expertise in the mortgage industry, or a VA who crafts personalised client engagement letters that resonate on a personal level, enhancing your client relationships.

Embracing a Broader Scope

This strategic shift you can consider involves moving from a standard VA to a Koruna Assist mortgage broker VA, where the focus is on both maintaining your essential administrative tasks and embracing activities that contribute directly to business growth and client satisfaction.

This dual focus of your VA can significantly impact your business by:

  • Enhancing online presence Through blog posts, social media content, and lead magnets, your VA can eventually help establish your reputation as a broker to be a recognised expert in the industry.
  • Improving client engagement Customised and personalised engagement letters or retargeting emails and targeted content can increase your client loyalty, brand awareness, and expand your referral network.
  • Streamlining operations While your VA handles the creative and client engagement side, you’re free to focus on the core activities that require your expertise, such as client meetings, discovery calls, and strategic planning.

Implementing the Change

To redefine the role of your VA, start by identifying the areas where you need the most support. What are the tasks you consider crucial for maintaining and growing your business, but may fall outside your expertise or require too much of your time?

Next, work closely with your VA to develop a plan that aligns with your business goals, ensuring they have the tools and training necessary to take on these new responsibilities. With an ISO-certified VA, you won’t have to worry about recruitment or onboarding — your VA will be supervised and trained to suit your needs right from the get-go.

Redefining the role of your VA can significantly enhance your brokerage’s efficiency, client satisfaction, and online presence. By strategically expanding your VA’s responsibilities, you create a more dynamic, responsive, and engaged business model that is better equipped to meet the challenges of the modern mortgage market.

Want to see how a Koruna Assist Mortgage Broker VA can transform your business? Reach out for a free strategy call and discover the full potential of your VA.

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Case Study:

Chris Brown is a Director and Senior Mortgage Broker at New Vision Financial Services. He runs a Sydney based mortgage brokerage that’s servicing clients since 2015.

Case Study:

Sam Panetta is a co-founder and the head of the lending department at Aureus Financial. His business helps clients get the funding that they need to grow their business, acquire their dream home and build wealth through property.

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