Or you are constantly taking phone calls for new leads and then don’t have time to action the leads you already have?
Virtual assistants or virtual administration support might be what you need. These assistants provide various levels of service and expertise, however, can assist you to manage and grow your business.
By outsourcing tasks such as, phone calls, new enquiries, follow ups, initial fact finds etc, it can free you up to focus on your core-broker responsibilities, your business, or even take that well deserved break.
Brokers who are using virtual administration support say they are receiving these six key benefits:
Utilising Virtual Support enables the broker to focus on core-broker activities and gain assistance in taking new lead information, managing calendar and initial fact finding. If this is set up correctly, the support person can capture all the information needed to begin the process, saving valuable time.
Utilising a specialist virtual assistant, working as or for a loan processing company, allows the assistant to answer or reply to client calls about their applications. Enabling you to have clear and open communication with clients, but only making those important calls.
Enhanced Customer Experience
Virtual assistants can use their knowledge and skills to build relationships with your clients from the beginning. This give the clients a second person they know and trust to give them updates on their files. Giving all your clients updates along key stages is vital and a virtual assistant can help ensure this is done in a timely manner. Customers are also kept informed of progress of applications while you are on holidays, making sure you can enjoy your break.
Focus on your Business
Brokers who are using outsourcing for support/assistant have found that they have been able to grow their business, as they have more time to focus on their core broker activities.
Increase Timeframes & Scalability
Virtual Support allows you to write more loans and get back to your clients quicker with an extra contact point for your clients. Virtual Assistants enable you to effectively handle fluctuations in business but allowing you to focus on core-broker activities.
Brokers who use virtual support are able to find a positive work/life balance and take regular breaks and holidays across the year, while still maintaining their business.
Some brokers have raised concerns about the privacy of their clients information, data safety, logistics and their clients relationships.
We know it can be hard to trust another person, but our advice is to ask the company! Virtual Support or outsourcing companies who have rigorous data safety, privacy and hiring policies will not be afraid to share this information with you. They also have a range of assistants/ support team members available, so you can find someone who is the right fit for your business. You want to ensure consistency of service and that this person is representing your company as you would.
There are varying levels of service provided by virtual assistance companies, with some providing tailored service to each broker’s needs, while still delivering consistent and timely service overall.
When it comes to deciding if this is right for you, think if you have more leads than you can manage and the administration activities are taking up valuable time that could be spent on converting these into applications. There are hundreds of brokers who have successfully embedded a virtual assistant in their company and now have increased time to focus on generating and converting leads. This has outweighed the fees involved in outsourcing the support and enabled them to manage their businesses efficiently and effectively.
iLoad Loans is one such company that can provide you with Australian based Loan Processing and Virtual Assistance. iLoad Loans provides a streamlined service that compliments broker’s businesses and enables them to grow. They offer a range of packages from hourly rate administration packages to ‘Broker needs a break’, which is tailored to Broker’s going on holidays.
The team at iLoad Loans are highly experienced and work closely with you and your team to ensure your client’s applications are progressed and your clients are kept informed. They work closely with you in a ‘team environment’, although being virtual, to deliver to you and your clients a seamless customer experience that will meet or exceed both your expectations.
Book a time today to speak with Alicia the Head of Operations, to discuss how they can assist you with your business:
For more information visit our website: www.iloadloans.com.au