Admin Assistance (Virtual Assistants)
Mortgage Lab offers a subscription service for administration assistance. The service comes with the following benefits:
trained on Trail
admin use a collaborative inbox (AdviserSupport@mortgagelab.co.nz). If they are away or sick, another staff member should be able to help
no need to recruit or manage staff
no need to create contracts
Some things admin staff can be used for:
chasing up clients for documents
contacting banks with additional details
completing refix documentation
completing structure documentation
daily task tracking (send you a list of overdue or current tasks)
expired opportunity clean ups
winning customer
putting notes into Trail
meeting compliance requirements
Cost
2 hours admin work per week – Free for all advisers
10 hours admin work per week – $1,000 + gst per month
20 hours admin work per week – $1,500 + gst per month
40 hours admin work per week – $2,500 + gst per month
To start a subscription, talk to Jarrod.
FAQs
What if I use up my weekly allocation?
We do our best to have spare resource available. The admin staff will do their best to let you know when you are reaching your limit and we will try to have a 10% overrun tolerance.
Can I use up unused hours at a later time?
No, unfortunately we can’t stack unused hours as our admin staff only work for limited hours.
How can I make sure I use up my allocated hours every week?
Give the admin staff background (non-urgent) tasks to complete when nothing is urgent. This might be a list of opportunities to clean up from the New Lead column or the Commission Received column. Putting transcribed audio recordings from phonce calls (using MoBot) is another example of non-urgent tasks and can be deferred to complete later.
Will I always get the same admin staff member?
We will try to keep you working with the same admin staff member as much as possible. This is more efficient for everyone. Occasionally we will need to adjust which staff member is working for a particular adviser. This is less likely if you have an adviser working for you 40 hours per week.
Additionally, if an admin staff is working with more than 1 adviser, it may be that both advisers have urgent work. The admin team will allocate jobs to other admin team members to get everything done as quickly as possible.
How do I communicate with the admin staff?
We recommend you communicate through Slack. These message can be audio recordings or text messages. Try to limit emails to Adviser Support as this is a very busy inbox.
How does the free subscription work?
All advisers have access to 2 hours free admin work per week. We recommend using this for keeping your opportunities clean in the first instance. Talk to Jarrod about allocating an admin staff to assist with your admin needs.