I will be virtual assistant for mortgage brokers

Are you a busy UK mortgage broker buried under admin paperwork, CRM updates, and case tracking? Let a certified professional handle the operational heavy lifting!

​I am a certified mortgage operations specialist with nearly 4 years of experience within strict FCA-regulated environments. Holding CeMAP and CertPro certifications, I possess deep knowledge of the UK mortgage market, product compliance, and customer eligibility.  I manage case workflows cleanly to an audit-ready standard.

​What I Offer:

• ​Case Management: Track mortgage/protection files from setup to completion.  
• ​CRM Updates: Precise data entry using Smartr CRM or Salesforce.  
• ​Compliance Checks: Catch missing info, discrepancies, and documentation gaps.  
• ​Client Correspondence: Draft compliant customer communication letters.  
• ​SLA Management: Track timelines strictly to ensure zero processing delays.  
• ​Systems: Smartr CRM | Salesforce | Mortgage Brain | Solution Builder  

​Why Hire Me?

I have managed 65+ complex case files monthly with 100% accuracy and strict data confidentiality.  

​Please message me before placing an order to discuss your pipeline