Industry · Mortgage Brokers
Virtual Assistant For Mortgage Brokers & IFAs
Fact-finds prepped, documents chased, cases packaged and CRM kept clean. A dedicated UK VA plus AI workflows that let you focus on advice, not admin.
Human First. AI Assisted. UK-based. From £299/mo.
What VA365 handles for Mortgage Brokers
- Prep fact-finds and client packs before appointments
- Chase ID, payslips, bank statements and proofs
- Package cases for submission to lenders
- Manage post-offer comms through to completion
- Keep your CRM and pipeline accurate
Why it works
Built around how mortgage brokers actually run
Every hour spent chasing documents is an hour not advising. VA365 handles the case admin so you stay in conversations, not inboxes.
Faster offers
Cases packaged cleanly the first time, every time.
Happier clients
Structured comms from fact-find to completion.
Pipeline you can trust
CRM kept clean — no cases sitting in limbo.
Trusted by growing UK businesses
What our clients say
Real outcomes from real operators — admin handled, leads followed up, businesses grown.
"VA365 became our back office overnight. Quote follow-ups, supplier comms and diary management — handled. We've grown two seasons running without hiring a single office staff member."
Maybury Landscaping
Garden Design & Build — Edinburgh
"Landscape Flow runs on tight margins and tighter timelines. The VA365 team manage our CRM, chase outstanding quotes and keep the schedule clean. It's like having a full ops desk on tap."
Landscape Flow
Landscape Operations Platform
"We use VA365 for everything from inbox triage to client onboarding. The Human + AI Assisted model is exactly how a modern business should be run."
Forth Systems
AI & Automation — Scotland
"GoMuc had leads sat in the inbox for weeks. Within fourteen days VA365 had cleared the backlog, booked surveys and won work that was about to go cold."
GoMuc
Outdoor Cleaning Services
"Running Rainpods, we needed a team that could pick up calls, manage enquiries and look after our customers properly. VA365 are that team — they sound like part of our business."
Rainpods
Garden Pod Manufacturer
"Edinburgh Driveways uses VA365 to book surveys, follow up quotes and keep the CRM in shape. The HR365 service handles staff records and onboarding too. It's a proper back office, not a VA."
Edinburgh Driveways
Driveway Installation — Edinburgh