Document collection, data entry, compliance prep, lender follow-up. All the work mortgage brokers hire virtual assistants for, handled by a digital coworker that doesn't need training, doesn't work in a different timezone, and won't quit on you three months in.
It's a great time to be a broker (if your back office can keep up).
of all residential loans
in new loans in Q4 2025
year-on-year growth
of admin work per deal
You hired a virtual assistant because the admin was eating your life. Policy research across 60 lenders. 100 fields keyed into ApplyOnline at 9pm on a Tuesday. Chasing payslips, chasing settlement, chasing everything that moves.
And at first it feels like a great decision, but pretty soon it's clear that all you've done is swap managing work for managing people. You're checking everything they write, covering when they're offline, training the replacement when they inevitably leave. And the whole time you're just hoping the data security is fine because you can't actually check.
Your Workmate does everything you need from your back office: docs get processed, data entered into systems, clients chased for what's missing, applications lodged. You even chat with them in the same way you chat to everyone else: email, WhatsApp, SMS, whatever you use. But all the challenges of managing a team? They're gone now.
You don't manage a Workmate. You just work with them.
New client, John and Sarah Smith, purchasing in Bondi. Docs attached. Get started.
On it. I've got 8 documents for John & Sarah. Creating their opportunity in Mercury now (purchase, Bondi, joint application). I'll have financials entered and docs classified within the hour.
Heads up — Sarah's payslips run to February 26, which is 2 months and 28 days. Most lenders need a clean 3 months. I've emailed her for March payslips already. Everything else looks good to go.
Caught before it became a problemEvery deal follows the same arc. Here's what Workmate handles at each stage, from the first document to the settlement call.
You send through the docs, Workmate takes it from there. Creates the opportunity in your CRM, enters the financials, classifies every document, and chases your client for anything that's missing.
Borrowing capacity, funding position, product comparisons across multiple lenders. Workmate runs the numbers so you can focus on the conversation with your client.
Compliance narratives, pre-submission checklists, ApplyOnline prep. Workmate assembles the entire file. You review the key gates and hit submit.
Application tracking, lender condition responses, client coordination all the way through to settlement. Conditions come in at 11pm, they get actioned at 11pm.
You're juggling TFNs, bank statements, identity documents. We get it. If the security isn't airtight, nothing else on this page matters. Workmate is built with security at the core, making it fundamentally more compliant than a VA-managed back office.
We're onboarding a small group of pilot brokers. Tell us a bit about your practice and we'll be in touch.
We'll be in touch soon to chat about getting you set up. Thanks for putting your hand up.