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VAssistme
FIND YOUR PERFECT VA

Free Up Time. Take on More. Grow Your Business.

Growing your finance or mortgage business shouldn’t mean spending more time on administration. A Financial Virtual Assistant can support applications, documents, follow-ups and CRM tasks, giving your team more time for clients and new business. VAssistMe helps you find the right-fit Financial VA to add capacity and support growth.

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Get the Details Right. Keep Work Moving.

The Support That Keeps Lending Workflows on Track

A dedicated finance or mortgage VA can take care of the administrative details behind each application, keeping documents organised, updates current and follow-ups on track from application through to approval.

Document Collection & Organisation

Loan Application Administration

Lender Portal Updates

Application Pipeline Follow-Up

Client Progress Updates

Customer Relationship Management (CRM) & Database Management

Compliance File Organisation

Appointment & Calendar Coordination

Reduce the Admin Load. Increase Your Capacity.

Create Better Client Experiences

Compare & See Your Savings
Keep Loan Applications Moving

Keep documents organised, follow-ups on time and application tasks progressing so your team can move deals forward and provide a better client experience.

Build Stronger Client Relationships

Keep clients informed with timely communication and consistent follow-ups throughout the lending journey, helping build trust and create more opportunities for repeat business and referrals.

Create More Capacity to Win Business

Take recurring administration off your brokers’ workload so they can spend more time meeting clients, developing referral relationships and focusing on new lending opportunities.

Results That Matter

Hear From Our Clients

VAssistMe - Best Virtual Assistant place picture
VAssistMe - Best Virtual Assistant
5.0
Based on 5 reviews
Peter “PeteGeek” Sibilant profile picture
Peter “PeteGeek” Sibilant
4 weeks ago
I've been working with the team at VAssistMe for several years now and I really couldn't do without my VA, Ria. Great crew and always ready to help where they can
Felicity Dougherty profile picture
Felicity Dougherty
4 weeks ago
VAssistme were fast to learn and continually introduced methods to streamline my business saving money and time. I have fantastic feedback from clients regarding their efficiency and warmth, providing me complete faith that they are an exceptional ambassador of my brand.
Tim Bouchard profile picture
Tim Bouchard
3 years ago
I'm elated to take a moment to share my overwhelmingly positive experience with Marjorie, warranting nothing less than a full 5-star review across all possible aspects! From the initial interaction to the culmination of our dealings, Marjorie exuded professionalism, expertise, and a customer-centric approach that is so rare to find.

Her dedication and attention to detail immediately stood out, ensuring that every specific need of mine was addressed with meticulous precision and genuine care. Marjorie’s ability
Melissa Bugge profile picture
Melissa Bugge
4 years ago
We partner with VA Australia to build additional capacity for our small team in Melbourne. Sai is very much a part of our team, and has added a significant amount of value in a short space of time. She is reliable, has high attention to detail and is highly diligent. If you are looking for a company to partner with to extend your team, I recommend VA Australia.

A Smarter Way to Add Support to Your Finance Team

From mortgage brokers to growing finance businesses, virtual support is helping teams manage more work without immediately expanding their in-house headcount, with potential savings of 70–80% compared with an in-house administrator.

Reduce the time and cost involved in recruiting, training and managing additional employees while accessing dedicated
administrative support.

Lower operational overheads by adding flexible capacity without the expense of extra office space, employee benefits and full-time employment commitments.

Free up brokers to spend more time on revenue-generating activities, helping maximise opportunities without increasing internal workload.

Keep Your Finance Business Moving as You Grow

More Clients Should Mean More Opportunities, Not More Admin

As your finance or mortgage business grows, so does the workload behind every client and application. Lead follow-ups, application processing, document management, CRM updates, client communication, appointment coordination and ongoing administration can quickly take up valuable team time. Without dedicated support, finance professionals and mortgage brokers can find themselves spending more time managing routine tasks and less time building relationships, progressing applications and winning new business.

 

A Financial Virtual Assistant can provide dedicated support across the day-to-day tasks that keep your business moving. From managing client information and updating CRM records to coordinating appointments, following up enquiries and assisting with application administration, a Financial VA can help your team stay organised and responsive as workloads increase. It’s a practical way to add capacity without immediately taking on the cost and commitment of another full-time employee.

 

For mortgage businesses, Mortgage Virtual Assistant Services can provide additional support around the administrative workload involved in managing leads, applications, documentation, client communication and follow-ups. Virtual Assistants for Mortgage Brokers can work alongside your existing team and systems, helping mortgage professionals spend more time with clients, lenders and new opportunities.

 

Whether you’re looking to Hire a Financial VA for ongoing support or Outsource Finance VA tasks when you need additional capacity, VAssistMe can help you find the right-fit support for your business. You can access dedicated virtual support across Australia, including Sydney, Melbourne, Brisbane, Adelaide, Perth and Hobart, giving your team more flexibility to manage growing workloads and create room for growth.

552+

Happy Customers

Since

2015

Trusted by businesses

Up To 75%

Savings on Staffing Costs

5

Average Rating

Frequently Asked Questions

Find answers to Your Questions

A Financial Virtual Assistant provides remote administrative and operational support to finance businesses, helping with tasks such as data entry, document organisation, CRM updates, appointment coordination, client follow-ups, reporting preparation and routine administration. A Financial VA works within the processes and systems established by your business.
A Financial VA can support day-to-day tasks including managing client information, updating CRM records, organising documents, coordinating appointments, following up enquiries, preparing information for review, maintaining records and handling routine administrative work. Tasks should be assigned according to the VA’s role, access permissions and your business processes.
To Hire Financial VA support, tell VAssistMe about your workload, systems, required skills and the type of support you need. Our recruitment team sources, screens and shortlists suitable candidates for you to review and interview before you select the right fit for your business.
Yes. You can Hire a Financial Virtual Assistant for ongoing administrative and operational support based on your business requirements. Your VA can take responsibility for agreed tasks and work alongside your existing team, helping create additional capacity as your workload grows.
Yes. Outsource Financial VA support can give your business flexible access to administrative capacity without immediately adding another full-time employee. You can delegate appropriate recurring tasks while keeping financial advice, lending decisions and other regulated activities with the appropriately authorised professionals within your business.
A Mortgage Virtual Assistant provides administrative and operational support to mortgage brokers and lending businesses. Depending on the role and your internal processes, this can include document organisation, CRM updates, appointment coordination, application administration, follow-ups, data entry and maintaining client records.
A Mortgage VA can help keep the administrative work behind applications organised and moving. Support may include collecting and organising information, updating CRM records, coordinating appointments, tracking outstanding documents, managing routine follow-ups and assisting with general application administration under the direction of the relevant team.
Yes. You can Hire Mortgage VA support to add capacity when application volumes or administrative workloads increase. A Mortgage VA can take on agreed administrative tasks, helping brokers and their teams spend more time on clients, relationships and business development.
A Mortgage VA should not be presented as a substitute for an authorised mortgage broker or financial adviser. Financial advice, credit assistance and lending decisions may involve specific licensing, authorisation, training and supervision requirements. Appropriate tasks should therefore be clearly defined and assigned according to the VA’s role and the requirements of the business.
Yes. VAssistMe provides flexible Financial Virtual Assistance and Mortgage Virtual Assistant support to businesses across Australia, including Sydney, Melbourne, Brisbane, Perth, Adelaide and Hobart. You can review and interview shortlisted candidates before choosing the right fit for your business and its workflows.

Less Administration. More Time to Grow.

VAssistMe helps finance businesses find Financial Virtual Assistants suited to the detail-driven nature of lending administration. Our team understands your requirements, carefully screens and interviews candidates, and presents a shortlist for you to review.

Whether you want to Hire a Financial VA, Outsource Finance VA support or access Mortgage Virtual Assistant Services, we help you find the right fit for your workflows. Virtual Assistants for Mortgage Brokers can provide administrative support across applications, documentation, CRM updates, client communication and follow-ups.

We support finance and mortgage businesses across Sydney, Melbourne, Brisbane, Adelaide, Perth and Hobart, with ongoing support to help your VA settle into your processes and establish a productive working relationship.

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