You will get 1 Loan entered in the aggregator site and compliance documents generated

Mary Grace H.Status: Offline
Mary Grace H.

Let a pro handle the details

Buy Other Admin & Customer Support services from Mary Grace, priced and ready to go.
Mary Grace H.Status: Offline
Mary Grace H.

Let a pro handle the details

Buy Other Admin & Customer Support services from Mary Grace, priced and ready to go.

Project details

This project includes (for each deal) : CRM encoding (Aggregator site), AOL submission, File Management

I am a reliable, detailed and analytical person, given my accounting background and experience in the financial industry, you will find my skills and knowledge valuable to your mortgage broking business.
Project Type
Data Entry, Project Management, Virtual Assistance, Customer Support, Other

What's included $25

These options are included with the project scope.

$25
  • Delivery Time 2 days
  • Number of Revisions 2
Mary Grace H.Status: Offline

About Mary Grace

Mary Grace H.Status: Offline
Quality VA for Australian Mortgage Brokers to help close more deals
100% Job Success
Binangonan, Philippines - 7:13 pm local time
"I have hired Mary 3 times and will hire her again. Exceptional skills and knowledge of Mortgage industry. Highly recommend Mary to other Upwork employers"

Steps for completing your project

After purchasing the project, send requirements so Mary Grace can start the project.

Delivery time starts when Mary Grace receives requirements from you.

Mary Grace works on your project following the steps below.

Revisions may occur after the delivery date.

Details entered in aggregator

This will include data entry to the CRM

Compliance Document Generated and ready to send to customer

Once the applicant details have been entered in the aggregator, I will generate the compliance documents and prepare it for customer's signature

Review the work, release payment, and leave feedback to Mary Grace.