Get your time back with a dedicated virtual assistant.

Mortgage brokers grow by meeting more clients, building referral relationships, and delivering a better experience. We help you find a dedicated offshore assistant to take care of the admin that keeps pulling you away from that work.

Hire a Virtual Assistant Our screening process

Broker Support

Get back the hours you lose to follow-up, documents, and admin.

A dedicated assistant can take care of the repetitive admin that keeps you away from clients and referral partners. You manage them directly; we find and screen the talent.

Marketing & Follow-up

Stop letting warm leads go cold. A dedicated assistant can call back enquiries, book appointments, send reminders, follow up after settlement, and keep potential opportunities visible.

Documents & Admin

Spend less time chasing payslips, proof of deposit, IDs, bank statements, and supporting documents. Your assistant keeps files moving and prepares the admin around each application.

Database Management

Your database is only valuable if it is maintained. The right assistant can update records, transcribe notes, coordinate refixes, prepare review lists, and keep past clients hearing from you.

The Roadmap

How we find the right person.

You know the work you need help with. We turn that into a practical hiring brief and bring you candidates who are ready for offshore support work.

01

Role Brief

We clarify the tasks, hours, tools, communication style, and experience level so candidates understand the role.

02

Vetted Sourcing

We search for candidates with strong admin habits, client follow-up experience, data accuracy, and NZ-hours availability.

03

Capability Screening

We verify experience, references, tool confidence, remote readiness, and attention to detail for client records.

04

Direct Hire

You interview the shortlist, choose who joins your business, and manage them directly as part of your own team.

The Comparison

Why the VentureX model works.

Finding offshore talent is easy. Finding a reliable team member who stays for the long term is hard. Here is how our model compares to the common alternatives.

Capability Freelance Platforms Traditional BPO VentureX Model
Selection Process DIY search; High noise Assigned by agency Custom vetted shortlist
Fee Structure Platform % + Payment fees Ongoing hourly markups Transparent One-off Fee
Oversight Low (Ghosting is common) Shared Client Managers Direct Hire + NZ Support
Relationship Transactional / Short-term Agency-worker-client Integrated Team Member
Retention Varies widely High staff turnover Long-term consistency

The Economics

What does dedicated offshore support cost?

Role Type NZ Equiv. VentureX Model Potential Savings
Mortgage Admin Assistant
CRM, calendar, client follow-up, document chasing
 NZ$65,000 NZ$18k - $28k Save ~$40k/yr
Senior Broker Support Assistant
Application prep, lender follow-up, refixes, review campaigns
 NZ$85,000 NZ$28k - $42k Save ~$50k/yr
*NZ equivalent salaries include basic overheads. Philippine salaries reflect current market rates for experienced offshore support staff working NZ hours.

Frequently asked questions

Can virtual assistants work New Zealand hours? +
Yes. We recruit for NZ-hours availability so your assistant can work during your business day and respond while client follow-up, lender chasing, and appointment changes are still current.
How do you screen their experience? +
We verify professional history, communication ability, client service experience, CRM confidence, and attention to detail. Where possible, we prioritise candidates who have supported finance, lending, insurance, real estate, or professional-services teams.
How do I handle client data security? +
The assistant works inside your systems, under your contracts, access rules, and privacy policies. You control permissions, client files, CRM access, passwords, and document handling.
What happens if a hire doesn't work out? +
We provide a 30-day replacement guarantee. If a hire does not meet your standards within the first month, we will run a new recruitment round for a replacement staff member at no additional cost.
Can I hire someone part-time? +
Yes. We have access to a trained pool of assistants who already support other mortgage brokers part-time and are often looking for additional hours. This can be a practical way to start with focused support before committing to a full-time hire.
What tasks can I delegate? +
Common tasks include CRM updates, appointment coordination, missing document follow-up, post-settlement check-ins, refix reminders, lender status updates, newsletter coordination, review campaigns, and note transcription.
Who provides the assistant's hardware? +
Assistants are home-based and provide their own professional hardware. As part of our vetting and screening process, we verify that candidates have a modern laptop or PC, high-speed internet, and a reliable backup power solution.

Next Steps

Find your next assistant.

Tell us what is taking up too much of your week. We can usually provide a vetted shortlist of candidates within 7 to 14 days.

Direct Hire

Your assistant works for your business and follows your priorities, systems, and standards.

Verified Reliability

Every candidate is screened for communication quality, relevant experience, stable power, internet backups, and the hardware required for consistent remote work.