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SCALE YOUR LOAN PROCESSING WITH AN OFFSHORE MORTGAGE VIRTUAL ASSISTANT

Free your onshore lending team from document chasing, income verification and underwriter follow-up. Our virtual assistants in the Philippines keep files moving toward settlement, so your loan officers spend their days with clients and new applications.

Scale Your Broking Capacity with an

Offshore Broking Assistant

Free your onshore brokers from routine administration, protect profit margins, and deliver faster client service with dedicated offshore professionals in the Philippines.
300+
Businesses Helped
1k+
Skilled Professionals
20 days
Avg time to hire
97%
Staff Retention
THE BUSINESS CHALLENGE

Solving broking capacity

bottlenecks

Insurance and mortgage brokers face constant pressure to grow portfolios while maintaining strict compliance and service standards. However, senior onshore brokers often spend up to 40% of their working hours on administrative back-office tasks rather than advising clients and closing new business.

Common bottlenecks include:

rising-costs

Margins under pressure?

High onshore labor costs making administrative hiring unsustainable

team-burnout

Core team stretched thin?

Onshore broker burnout caused by repetitive data entry and document processing

high-turnover

Delayed customer service?

Delayed renewal processing and quote generation due to capacity limits

hiring-bottlenecks

Hiring hurdles?

Difficulty finding and retaining qualified talent locally

THE BUSINESS CHALLENGE

SOLVING loan processing Bottlenecks 

Lenders and financial services firms face constant pressure to grow the loan book while holding compliance and turnaround standards. But loan officers lose hours every week chasing payslips, rebuilding applications and waiting on underwriters instead of writing new business.

Common bottlenecks include:

rising-costs

Margins under pressure?

High onshore labor costs making support hiring unsustainable

team-burnout

Core team stretched thin?

 Loan officer burnout caused by document chasing and data entry 

high-turnover

Delayed customer service?

Slow application turnaround and approval times

hiring-bottlenecks

Hiring hurdles?

Difficulty finding and retaining trained loan processors locally 

THE HAMMERJACK SOLUTION

SUPPORT BUILT AROUND

YOUR BROKERS

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We help you build a dedicated offshore support model. By pairing your onshore brokers with a specialized offshore Broking Assistant in the Philippines, you remove administrative friction, lower operating overhead, and create real operational leverage.

What could your business achieve with the right team behind it?

THE HAMMERJACK SOLUTION

Support built around your LENDING TEAM 

 We help you build a dedicated offshore support model. By pairing your onshore lending team with a specialised offshore Mortgage Virtual Assistant in the Philippines, you remove processing friction, lower operating overhead, and create real operational leverage. 

What could your business achieve with the right team behind it?

MortgageLoan VA

role overview &

key responsibilities

A dedicated offshore Broking Assistant handles the end-to-end administration of the policy lifecycle, client communications support, and system updates, allowing your local team to focus on high-value client advisory. 

Policy Administration & Processing
  • Preparing insurance quotes, policy schedules, and renewal documentation
  • Entering and updating client records in broking management systems
  • Processing policy variations, endorsements, and cancellations
  • Issuing certificates of currency and tax invoices

Underwriter & Insurer Coordination
  • Following up with underwriters on pending quote requests and terms
  • Gathering required underwriting information and risk submission files
  • Comparing insurer quotes against client requirements using standard templates

Claims Support & Tracking
  • Logging initial claim notifications and organizing supporting documentation
  • Following up with claims assessors and insurers on claim statuses
  • Updating clients on claim progress under the direction of the lead broker

Client Onboarding & Communication
  • Assisting with client onboarding documentation and compliance checks
  • Sending automated renewal reminders and follow-up notices
  • Managing email inquiries and organizing client files in your CRM

Role Overview &

Key Responsibilities

A dedicated offshore Mortgage Virtual Assistant runs the file from first document request through to settlement. They collect and check the paperwork, verify income, keep underwriters moving and hold the client database together, with credit decisions staying with your onshore lending authority.

Document Collection & File Preparation
  • Requesting and chasing payslips, tax returns, bank statements and identification
  • Checking documents against credit policy checklists before the file moves forward
  • Assembling supporting documents and preparing the application for assessment
  • Following up outstanding items with applicants, accountants and referral partners

Income & Serviceability Verification
  • Verifying applicant income from payslips, PAYG summaries and employer confirmations
  • Reviewing self-employed financials and adding back non-cash items to policy
  • Checking living expenses and liabilities against statements and credit reports
  • Flagging inconsistencies and policy issues before the file reaches the assessor

Underwriter Coordination
  • Communicating with loan underwriters and assessors on pipeline files
  • Responding to further information requests and resupplying documents
  • Tracking application status from submission through approval to settlement
  • Coordinating valuations, pricing requests and settlement bookings

Client Scheduling & Database Management
  • Scheduling client appointments and keeping loan officer calendars filled
  • Updating client records, notes and application milestones in your CRM
  • Sending status updates, reminders and post-settlement follow-ups
  • Maintaining compliance documents and file notes in audit-ready order

Skills and Qualifications

When you partner with hammerjack, we source candidates tailored to your specific software stack and broking workflows.

  • Education: Bachelor’s degree in Business, Finance, Commerce, or a related discipline
  • Industry Context: Direct experience supporting broking or financial services workflows
  • System Knowledge: Familiarity with broking platforms (such as Ebix Evolution, Steadfast SVU, WinBEAT, Salesforce, or Xero)
  • Communication: High proficiency in written and spoken English for professional correspondence
  • Core Competencies: Exceptional attention to detail, strong data accuracy, and adherence to compliance protocols

Skills and Qualifications

When you partner with hammerjack, we source candidates tailored to your specific credit policy, software stack and lending workflows.

  • Education: Bachelor's degree in Business, Finance, Commerce, or a related discipline
  • Industry Context: Direct experience supporting lending, loan processing or financial services workflows
  • Technical Knowledge: Confident reading payslips, tax returns, bank statements and credit reports against lending policy
  • System Knowledge: Familiarity with lending platforms (such as nCino, Sandstone Technology, Salesforce Financial Services Cloud, ApplyOnline, Equifax, or illion)
  • Communication: High proficiency in written and spoken English, comfortable dealing directly with applicants and underwriters
  • Core Competencies: Exceptional attention to detail, strong follow-through on pipeline, and adherence to privacy and compliance protocols
HOW IT WORKS

Offshore that works. Real leverage.

icon_start_with_you
Understanding what you are solving for

We start with where your team is stretched, then build a plan around your budget, timeline, and the roles that would give you the most room.

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Finding the right talent

Our in-house recruiters source degree-qualified, experienced professionals, screened and tested for skill and long-term cultural fit with your brokers.

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Full support for you and your staff

A dedicated Customer Success Manager and People & Culture partner look after the relationship on both sides, so your team stays engaged and aligned.

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Get real offshore value

We handle the employment, HR, IT, and compliance infrastructure. You keep control of the work, and get back capacity to grow.

FAQ

Will offshore admin staff follow our processes?
Yes. Staff are trained on your systems and workflows.
Can roles align to our operating hours?
Yes. Working hours can be structured to suit your needs.
Is offshore admin suitable for long-term roles?
 Yes. Teams are built for stability and continuity.

Don't just take our word for it

Real results, real partners. Discover how businesses like yours solved challenges and grew with us.

Tell us the roles you need filled

We'll handle the rest.