Virtual Assistance to Support Business Growth and Compliance
Freelancer
Eden
Administrator
Client Background
Eden is engaged as a Virtual Assistant for a busy brokerage firm that specializes in helping first home buyers, investors, and property developers secure tailored funding solutions.
Client Challenges
The Director found that administrative duties were consuming valuable time, preventing focus on core growth activities. Hiring a permanent Administrator wasnāt a feasible option due to fluctuating workload demands.
Task Overview
Value
Eden is engaged as a Virtual Assistant for a busy brokerage firm that specializes in helping first home buyers, investors, and property developers secure tailored funding solutions.
Client Challenges
The Director found that administrative duties were consuming valuable time, preventing focus on core growth activities. Hiring a permanent Administrator wasnāt a feasible option due to fluctuating workload demands.
Task Overview
- Maintaining the MyCRM system by reviewing settled loan files, following the QA checklist, and ensuring all required documents are uploaded correctly.
- Identifying and chasing any missing documents to ensure completeness.
- Tracking pipeline deals and prospects, keeping the database updated.
- Liaising with clients to collect additional required information.
Value
- Regulatory compliance - ensuring all documentation is in order and aligned with industry standards to prevent any risk of non-compliance.
- Data accuracy - ensuring all records are correct and up to date preventing errors in reporting and auditing.
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Published on
April 2, 2025
