Your Dedicated Team Member
A Proowrx Virtual Assistant works as a seamless extension of your brokerage - handling admin, CRM, follow-ups and paperwork so you can focus on clients and growth.
Per Week
for You Only
Trained
Tasks Your VA Takes Off Your Plate
Your VA is trained in the Australian mortgage process - they understand industry terminology, aggregator systems, and lender requirements from day one.
CRM Data Entry & Management
Keep your aggregator CRM up to date with every client interaction.
Email & Client Correspondence
Draft, send and follow up on emails so nothing falls through the cracks.
Document Preparation
Prepare application packages, compliance docs & supporting files.
Appointment Scheduling
Manage your calendar, book valuations and co-ordinate with lenders.
Lender Follow-ups
Chase progress with lenders, solicitors and real-estate agents.
Client Onboarding
Send welcome kits, collect IDs and guide clients through the process.
Status Update Calls
Make routine update calls to keep clients informed at every stage.
Report & Review Prep
Compile progress reports and pre-settlement review packs for brokers.
Choose Your VA Plan
Both plans include a dedicated, industry-trained VA. Scale up or down as your business needs change.
Part-Time VA
- Dedicated VA allocated to your business
- 20 hours per week (4 hrs × 5 days)
- Morning or afternoon shift - your choice
- Daily handover report via email
- Trained in Australian mortgage industry
- Access to your existing CRM & tools
Full-Time VA
- Dedicated VA allocated to your business
- 40 hours per week (8 hrs × 5 days)
- Aligned with Australian business hours
- Daily handover report via email
- Trained in Australian mortgage industry
- Access to your existing CRM & tools
- Fortnightly performance review
- Backup VA cover during leave
Both plans are billed monthly with no lock-in contract. Pricing on request - contact us for a custom quote.
Up and Running in Days, Not Weeks
Discovery Call
We understand your workflow, the tools you use, and exactly what tasks to hand over.
VA Matching
We select and brief a VA from our trained mortgage team who fits your style and volume.
Onboarding
We provide read-only or role-based access to your systems and align on processes.
Ongoing Support
Your VA starts, you get daily updates, and our team is always available to resolve issues.
Virtual assistant questions
What to know about dedicated support, onboarding and working hours.
Will we receive a dedicated virtual assistant?
Dedicated plans allocate a resource who learns your systems, recurring tasks and communication preferences.
What hours can a virtual assistant work?
Part-time and full-time arrangements are available, with working hours agreed around the role and required coverage.
Can we decide which tasks the assistant handles?
Yes. The role is built from an agreed task list covering areas such as CRM updates, documents, email, scheduling and follow-ups.
How is the virtual assistant onboarded?
Onboarding covers system access, process documentation, task training, quality expectations and reporting routines.
