Mortgage & Finance
virtual assistants

They prepare — you lodge and advise. Fact-find data entry, document collection and chasing, servicing calculators, lender-specific application packaging, valuation ordering, condition tracking through to settlement and post-settlement diarising. Credit advice, recommendations and anything under your credit licence stay with you. Brokers typically find application preparation and document chasing alone gives them back a day a week.

Yes, if you want them to — document chasing, lender status follow-ups and progress updates to clients are the highest-value things they do, because they're relentless about it in a way a busy broker can't be. They work from your email and your CRM, in your name where you authorise it, and they escalate to you the moment something needs a credit decision or a judgement call.

From $14/hr + GST for a full-time, dedicated team member — roughly $29K a year against $95K–$115K all-in for the local equivalent once you add super, leave, payroll tax, software and a desk. No placement fee, no setup fee, no recruitment retainer: you pay from the day they start, for hours worked. Interviewing candidates costs nothing. Run your numbers →

Typically 14 days from your discovery call to day one. In the first week we source and screen against your brief; you get three matched profiles and interview whoever you like. Once you choose, we handle the offer, the contract, equipment and connectivity checks, and induct them on our side before they reach you. Specialist roles — developers, NDIS claims, anything needing niche software — can take a week longer, because we won't pad a shortlist just to hit a date.

You're covered twice over. If it's clearly wrong by day five, your first week is refunded in full. After that, a free replacement any time — new shortlist, new interviews, no second fee, because there was never a first one. Before it gets that far, talk to us: our HR manager will work through it with you and the team member, since most problems turn out to be an unclear process rather than the wrong person, and a fortnight of coaching usually fixes it. Replacing someone is the last resort, not the first move.

Three months, then month to month. It's the same runway you'd give a new local hire to learn your systems, your clients and your standards — and the team members who get a fair run are the ones who stay for years. There are no exit penalties at any point, and if the issue is the person rather than the role, the first-week refund and free replacement cover that separately.

The same way you'd treat any remote team member. Every placement signs an NDA and a confidentiality clause before day one, and they work inside your systems — your email, your CRM, your file storage — so you control what they can see and can revoke access instantly. No client data is stored on our side.