Mortgage Broker
Virtual Assistants

Unlock Productivity, Embrace Efficiency . Get your trusted Virtual Assistants from the Philippines!
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Reduce costs and increase profitability.

Join the growing number of savvy Australian businesses who are leveraging the highly skilled talent pool in the Philippines.
  • Save 60-80% on Accountant and back office wages.
  • Recruit highly qualified, english-speaking, reliable staff who are 100% focused on meeting your goals and achieving results.
  • Eliminate the risk of traditional outsourcing. We provide office space supported by an advanced network infrastructure, fast internet and support services so you have peace of mind.
  • Get full control over your business process while also partnering with a BPO in a low-cost, yet highly skilled labour market.
Dianne
Virtual Assistant
for Mortgage Broker

Peter Aviñante

Founder & Director, Ozflow Solutions
Communication is one of the most important factors for an offshoring venture to succeed.

Meet Peter Avinante, Director of Operations at OzFlow Solutions. Originally from the Philippines, Peter lived and worked in Australia for many years as a Production Manager and Technical Lead. His communication skills, professionalism, proactive approach and experience with the local and Australian workforce enables OzFlow Solutions to deliver exceptional staffing services to our Aussie clients.

Why OzFlow Solutions?

  • PERSONALIZED FOCUS
    As a small agency, we dedicate ourselves to truly understanding and addressing your specific business needs, ensuring tailored solutions and personalized service.
  • COMPETITIVE PRICING
    Located outside Manila, we offer highly competitive pricing without compromising on quality, providing cost-effective outsourcing solutions for your business.
  • CULTURAL EXPERTISE
    Our leadership, experienced in both Australia and the Philippines, brings a unique bicultural perspective, ensuring seamless integration and communication with your team.
  • SYSTEMATIC APPROACH
    We adhere to established systems and processes, guaranteeing efficiency, reliability, and consistency in our services, enhancing your business operations.
  • IDEAL TIME ZONE
    The minimal timezone difference between Australia and the Philippines allows for smooth and synchronous collaboration, maximizing productivity and communication.
  • DUAL PRESENCE
    With permanent offices in both Australia and the Philippines, we ensure stability, accessibility, and ongoing support for our clients.
  • ON-SITE RESOURCES
    Our team physically works from our Philippine office, fostering a collaborative and controlled environment that enhances productivity and team cohesion.

What can an Offshore Virtual Assistants do?

Client Communication

    • Responding to client inquiries via email or phone
    • Scheduling appointments and follow-ups
    • Sending updates and reminders to clients

Document Management

    • Collecting and organizing client documents
    • Uploading documents to the appropriate systems
    • Managing digital and physical filing systems

Application Processing

    • Assisting clients with completing mortgage applications
    • Reviewing applications for completeness and accuracy
    • Submitting applications to lenders

Lead Management

    • Managing and updating the lead database
    • Following up with potential leads
    • Qualifying leads based on predefined criteria

Marketing Support

    • Creating and scheduling social media posts
    • Sending out newsletters and email campaigns
    • Updating and maintaining the broker’s website and blog

Research and Analysis

    • Researching mortgage products and interest rates
    • Analyzing market trends and competitor offerings
    • Preparing reports and summaries for the broker

Loan Coordination

    • Coordinating with lenders, appraisers, and other parties involved in the loan process
    • Tracking the progress of loan applications
    • Ensuring all required documentation is submitted on time

Client Onboarding

    • Guiding new clients through the onboarding process
    • Explaining the mortgage process and answering initial questions
    • Providing clients with necessary forms and checklists

Administrative Support

    • Managing the broker’s calendar and appointments
    • Handling travel arrangements and bookings
    • Performing general administrative tasks, such as data entry and file management

Follow-Up and Retention

    • Checking in with clients post-closing to ensure satisfaction
    • Sending out thank-you notes and follow-up emails
    • Maintaining long-term relationships with clients for future referrals

Compliance and Reporting

    • Ensuring all client interactions and documents comply with industry regulations
    • Preparing compliance reports and audits
    • Keeping up-to-date with regulatory changes

Training and Development

    • Assisting in the development of training materials
    • Scheduling and organizing training sessions
    • Tracking training completion and progress

Technology Management

    • Setting up and maintaining CRM systems
    • Troubleshooting basic tech issues
    • Keeping software and systems updated
24 hours

24 Hr Access

conference

Conference Room

fast internet

Hi-speed Internet

kitchen

Full Kitchen

printer

Wi-Fi Fax/Printer

A Productive Environment Designed for Your Offshore Team

  • At OzFlow Solutions, we ensure your remote staff have everything they need to stay comfortable, focused, and productive.

  • We provide modern office space, ergonomic furniture, and high-performance hardware and software, creating a seamless work environment tailored to your business needs.

  • Our dedicated IT team collaborates closely with your local operations to ensure smooth connectivity and workflow integration, so your offshore accounting staff in the Philippines stay perfectly in sync with your team back home.

Getting in touch and working together is easy!

Talk to us via video conference calls and Facebook Messenger. Our team is very responsive!

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Tell us about you and your needs.

This questionnaire aims to gather comprehensive information about the your needs, expectations, and preferences to help in identifying the most suitable offshore BPO solution for your business.
Your details:
Business Background:
BPO Requirements:
Offshore Preferences:
Technical Requirements:
Scalability and Flexibility:
Communication and Collaboration:

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