Nordey Ann T.

If you're an Australian mortgage broker or buyer's agent spending too much time chasing documents, updating your CRM, following up leads, organising property information or managing backend admin, I can help. I provide virtual support across administration, CRM management, client follow-up, property/loan coordination and GoHighLevel workflows. For Mortgage Brokers I can support with: • Client and loan administration • Document collection and organisation • Application and settlement tracking • Client follow-ups • Lender/third-party follow-ups • CRM updates and pipeline management • Email and calendar management • Client onboarding • GoHighLevel CRM and automation support • Reporting and process documentation For Buyer's Agencies I can support with: • Property research and sourcing • Agent research and follow-ups • Property shortlists and trackers • Due diligence administration • Property reports and client updates • Inspection coordination • CRM and pipeline management • Client onboarding and follow-ups • GoHighLevel workflows and automation • SOPs and process documentation I have hands-on experience supporting an Australian buyer's agency and understand the importance of accurate research, organised property information, timely follow-ups and keeping the pipeline moving. I also have experience with GoHighLevel, CRM systems, Google Workspace, Google Sheets, Google Drive, Canva, and QuickBooks. My approach is simple: Understand the process → organise the backend → keep tasks moving → follow up without being chased → document the workflow → improve where possible. I can work from your existing SOPs or help document a process when one doesn't exist. I also have two sample workflow projects available: • How I Would Support A Mortgage Broker's Lead-to-Settlement Process • How I Would Reduce Administrative Work for a Buyer's Agency If you need someone who can handle the admin while also understanding the CRM and systems behind it, let's talk.