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Financial Services | Mortgage Broking

Client Profile: Our client operated a financial planning firm with integrated divisions that enable their customers to invest across various opportunities including Investment Property.

Background: Financial Planners within the business ran most of the admin activities which included following up with clients, arranging meetings, handling inbound calls and also coordinating after sales activities with mortgage brokers and property developers.

24×7 Direct Solution

  • Start with 1 staff working 9am to 5.30pm AEST
  • Add inbound inquiries to Pipedrive CRM
  • Follow up with customers to arrange meetings
  • Send reminders of meetings
  • Coordinate the financial planners’ diaries
  • Collate information received by financial planners and prepare statement of advice
  • Follow up with clients to arrange a meeting in the office
  • Coordinate with mortgage broker for finance
  • Doing annual reviews with customers
  • Do surveys to get feedback
  • Bookkeeping
  • Build training & process manuals
  • Preparing reports
  • Create systems flowchart templates and forms
  • Generate content for newsletters and marketing
  • Manage social media platforms
  • Email broadcast

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Impact: Our client was spending time after hours and weekends doing the above admin work. This was resulting in loss of productivity and sales. After hiring the first staff member with us the client hired another staff member in the second month to support all the financial planners. Obviously, cost was saved but more importantly they were able to increase their sales by focussing on productivity.

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I'm very grateful to 24x7 Direct for providing me with high level and inexpensive staffing solutions. Highly recommended as an offshoring solution to meet your company's needs.
Kitty ParkerPROPERTY BUYERS AGENT
Kitty Parker

24x7 Direct are brilliant! My first offshoring experience. Not only is my VA great but Devang and Tremayne have been there with me every step of the way with ideas and assistance. Great job guys, much appreciated!
Jason SmithFINANCE BROKER
Jason Smith

I have found the 24x7 extremely helpful and professional. I have been sceptical about the concept of having virtual staff all this while but have found it helpful in riding the rough patch of growing a business in the midst of a pandemic. Glad I took this route.
Shivendra KumarBUSINESS ADVISORS
Shivendra Kumar

The team at 24x7 has always been of service to us. They have a good set up and are very responsive. The Virtual Assistant they recruited for our business has been learning a lot quickly and so far has been good and supported our growth. I recommend 24x7 to anyone that is looking at outsourcing admin staff. It's easy, they are supportive, and genuinely want your business to flourish.
Paola TapiaBUSINESS CONSULTING
Paola Tapia

Fantastic service, really fast and beautiful video editing. So thoughtful too, coming back with questions to make sure it was perfect and what I wanted. Huge thanks!
Emmy SobieskiCOACH AND FOUNDER
Emmy Sobieski

HIGHLY recommend Devang and Tremayne for your outsourcing needs. Excellent customer service and ongoing support. Keep up the great work gents. Super pumped for what’s to come
Adrian LeaMASTER COACH
Adrian Lea
It has been an absolute pleasure working with 24x7 Direct. They were able to manage the entire process of finding and recruiting a qualified virtual staff member with all the skillsets I required. I am now able to focus on tasks that are better use of my time and it has quite literally save me 20 hours per week. Furthermore, they manage the ongoing performance of the virtual staff member themselves which makes my life much easier. Highly recommended you reach out to them to build your virtual team
Ahmad Imam
Ahmad Imam
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I'm very grateful to 24x7 Direct for providing me with high level and inexpensive staffing solutions. Highly recommended as an offshoring solution to meet your company's needs.
Kitty ParkerPROPERTY BUYERS AGENT
Kitty Parker

24x7 Direct are brilliant! My first offshoring experience. Not only is my VA great but Devang and Tremayne have been there with me every step of the way with ideas and assistance. Great job guys, much appreciated!
Jason SmithFINANCE BROKER
Jason Smith

"I had 5 staff in Melbourne doing a variety of roles. By having a dedicated team I was able to reduce it down to 3 staff. Helped my bottomline"
Casandra SmithCEO
Casandra Smith

I have found the 24x7 extremely helpful and professional. I have been sceptical about the concept of having virtual staff all this while but have found it helpful in riding the rough patch of growing a business in the midst of a pandemic. Glad I took this route.
Shivendra KumarBUSINESS ADVISORS
Shivendra Kumar

The team at 24x7 has always been of service to us. They have a good set up and are very responsive. The Virtual Assistant they recruited for our business has been learning a lot quickly and so far has been good and supported our growth. I recommend 24x7 to anyone that is looking at outsourcing admin staff. It's easy, they are supportive, and genuinely want your business to flourish.
Paola TapiaBUSINESS COMSULTING
Paola Tapia

Fantastic service, really fast and beautiful video editing. So thoughtful too, coming back with questions to make sure it was perfect and what I wanted. Huge thanks!
Emmy SobieskiCOACH AND FOUNDER
Emmy Sobieski

HIGHLY recommend Devang and Tremayne for your outsourcing needs. Excellent customer service and ongoing support. Keep up the great work gents. Super pumped for what’s to come
Andrian LeaMASTER COACH
Andrian Lea
Previous
Next

I'm very grateful to 24x7 Direct for providing me with high level and inexpensive staffing solutions. Highly recommended as an offshoring solution to meet your company's needs.
Kitty Parker
Kitty ParkerPROPERTY BUYERS AGENT

24x7 Direct are brilliant! My first offshoring experience. Not only is my VA great but Devang and Tremayne have been there with me every step of the way with ideas and assistance. Great job guys, much appreciated!
Jason Smith
Jason SmithFINANCE BROKER

"I had 5 staff in Melbourne doing a variety of roles. By having a dedicated team I was able to reduce it down to 3 staff. Helped my bottomline"
Casandra Smith
Casandra SmithCEO

I have found the 24x7 extremely helpful and professional. I have been sceptical about the concept of having virtual staff all this while but have found it helpful in riding the rough patch of growing a business in the midst of a pandemic. Glad I took this route.
Shivendra Kumar
Shivendra KumarBUSINESS ADVISORS

HIGHLY recommend Devang and Tremayne for your outsourcing needs. Excellent customer service and ongoing support. Keep up the great work gents. Super pumped for what’s to come
Adrian Lea
Adrian LeaMASTER COACH

Fantastic service, really fast and beautiful video editing. So thoughtful too, coming back with questions to make sure it was perfect and what I wanted. Huge thanks!
Emmy Sobieski
Emmy SobieskiCOACH AND FOUNDER

The team at 24x7 has always been of service to us. They have a good set up and are very responsive. The Virtual Assistant they recruited for our business has been learning a lot quickly and so far has been good and supported our growth. I recommend 24x7 to anyone that is looking at outsourcing admin staff. It's easy, they are supportive, and genuinely want your business to flourish.
Paola Tapia
Paola TapiaBUSINESS CONSULTING
About

24×7 Direct is a leading Australian BPO focused on delivering intelligent, intuitive and effective Offshore / Virtual Staffing Agency across Australia.

Our Location

  • 25 Ninevah Crescent, Wheelers Hill Vic 3150
  • 03 9014 1414
  • ABN: 65 106 793 319
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About

24×7 Direct is a leading Australian BPO focused on delivering intelligent, intuitive and effective Offshore / Virtual Staffing Agency across Australia.

Our Location

  • 25 Ninevah Crescent, Wheelers Hill Vic 3150
  • 03 9014 1414
  • ABN: 65 106 793 319

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