I will be a UK mortgage virtual assistant for brokers and firms

Are you spending too much time chasing documents, updating CRM systems, and following up on mortgage cases?

Let me handle the administration while you focus on advising clients and closing more business.

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 process