How will Virtual Administration benefit you?• Any problems with lenders/providers can be picked up quickly• Push providers to chase outstanding requirements at their end• Chase GPs – pick up on any requests gone astray• Confirm accurate date of expected completion and commission expected• Advisers have more time to generate/write new business• Virtual Assistant can chase ceding companies (where details provided) again detecting any problems/outstanding info as early as possible• Complete audit trail for cases – dates, times and names of contacts in notes• Point of contact for any Adviser queries• Point of contact for providers

Case ManagerScanning and uploading documentsChasing cases through to completion, ensuring receipt of commissionCompleting application forms, submitting online applicationsCovering lettersSending letters of authority & chasing providers for requested informationKeeping records such as information requested, new business referrals, agency codes and provider log insManaging diaries, booking client appointmentsRespecting data protection policies and confidentialityKeeping clear concise notes and updating those necessary