Virtual Admin for Mortgage Brokers

A dedicated virtual administrator — fully trained in your systems and workflows — at up to 70% less than the cost of in-house staff.

70% Cost Savings ISO 27001 Certified MFAA Accredited No Lock-In

Get Started Today → 📞 Book a Free Call

What's Included

Everything Your Admin Handles

Your virtual admin is trained across all the daily tasks that slow brokers down — so you don't have to touch them.

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Email & Calendar Management

Inbox triaging, appointment scheduling, follow-up reminders, and client communication management — all handled on your behalf.

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CRM & Data Entry

Accurate and timely updates to your CRM, broker platform, and client records. We support ApplyOnline, Salestrekker, MyCRM and more.

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Document Collection & Filing

Chasing and collating client documents, organising loan file folders, and ensuring all items are in order before lodgement.

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Client Communication Support

Drafting and sending routine client emails, appointment confirmations, settlement notifications, and referral thank-you messages.

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Pipeline Reporting

Weekly or daily pipeline summaries, status updates, and task lists — so you always know where every file stands without checking yourself.

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Ad Hoc Admin Tasks

Research, supplier coordination, template creation, lender form prep — any non-specialist admin task that's eating into your client time.

Getting Started

Up & Running in 4 Steps

From your first call to first task — we make onboarding fast and friction-free.

Discovery Call

We learn about your business, tools, and the tasks taking up your time.

Briefing & Setup

Your VA receives a detailed workflow brief, access to your systems, and a task checklist.

First Tasks — 48 Hours

Your VA starts work within 48 hours, delivering results you can review and refine.

Ongoing Support

A dedicated point of contact, regular check-ins, and continuous process improvement.

Why BBO Virtual Admin

Built for Brokers. Trained in Your World.

Our virtual admins aren't generic VAs from a staffing platform. They're trained specifically in the mortgage broking industry — with hands-on knowledge of lender requirements, broker platforms, and compliance expectations.

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Industry-Trained VAs

Every admin understands the mortgage broking workflow — no learning curve on your time.

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Up to 70% Cost Savings

Replace the overhead of a full-time employee with a cost-effective dedicated resource.

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Secure & Compliant

ISO 27001 certified infrastructure and full compliance with Australian privacy legislation.

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Flexible Engagement

Scale hours up or down as your pipeline changes — no lock-in, no penalties.

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Dedicated Contact

One point of contact who knows your business — not a rotating help desk.

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Daily Reporting

Know exactly what was done each day with clear, structured task reports.

FAQ

Common Questions

Our VAs are trained in industry-standard tools including ApplyOnline, Salestrekker, MyCRM, Broker Essentials, Microsoft 365, and Google Workspace. We adapt to your existing setup.

Engagement hours are fully flexible — you can start with part-time support (e.g. 20 hours/week) or full-time dedicated resources. Hours can be scaled as your pipeline grows.

Yes. We operate under ISO 27001-certified infrastructure, with strict access controls, NDAs for all staff, and full compliance with the Australian Privacy Act and GDPR principles.

Absolutely. Our VAs can assist with general business admin, marketing coordination, supplier communication, social media scheduling, and other ad hoc tasks relevant to your brokerage.

We have a straightforward quality assurance process. If you're not happy, we reassign your VA, conduct additional training, or offer a full refund for the affected period — your satisfaction is guaranteed.