I'm a Mortgage Virtual Assistant supporting brokers in Canada and Australia with client intake, loan processing, and document management—so your files stay clean, compliant, and on time.
With 6+ years in CRM management, data entry, documentation, and client communication, I bring a processor's mindset to every file. I've trained specifically in mortgage VA workflows, including the end-to-end loan process, document verification, income calculation, and compliance for the Canadian and Australian markets.
What I handle for you:
- Client intake and fact-find
- Document collection, verification, and file organization
- CRM updates and pipeline management
- Condition tracking and follow-ups
- Submission preparation
- Borrower communication and updates
I work inside YOUR system. Give me your checklist, your CRM, your workflow—I learn it, follow it, and keep it running. No system yet? We'll build one together.
Start with one file. I'll show you what reliable, compliant support feels like.
