Client Service Specialist
Redirect your valuable time towards dollar-producing tasks in your business by delegating low-value tasks over to our highly experienced Client Services Specialists. Our team of experts are skilled to handle everything necessary to provide a five-star customer experience.
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Client/Lender follow ups
Compliance
Creating client files, relabeling documents
Data entry into CRM
Document preparation
Email management
General admin support
Loan notes
Loan processing
Pricing
Servicing calculator
Valuation
Social Media Management
Improve your reach and engagement with your target audience through our social media experts who are dedicated to building brand loyalty and generating leads through your social media accounts.
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Customized content creation
Social media content calendar
Social media strategy
Account management
3 posts/stories on Instagram & Facebook per week
Instagram reel editing + post
Digital Marketing
Our digital marketing services are dedicated to helping you increase online visibility, generate leads and improve brand recognition through SEO, website management, and content marketing strategies.
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Web design and development
Website analytics and optimization
Website management
Website landing pages
Search Engine Optimization (SEO)
EDM email design
Infographics & brochures
Paid ads campaign
How it works
Discovery call
We'll jump on a discovery call to get to know each other and work out how we can help you streamline & accelerate your business.
Hire a service
We'll assess your needs and business priorities to work out which one of our seasoned professionals would be the best fit for you.
Onboard
Your new specialist has all the tools they need and will be ready to commence their onboarding process with you to hit the ground running.
Get started
It's time to delegate! Your assigned admin will work hard to keep your business momentum running strong in the background.