RVA Desktop

RVA Desktop offers Specialist Mortgage Administration, General Admin & PA Services to UK based Mortgage Advisers.

Specialist Mortgage Administration

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I am a CeMAP qualified Mortgage Paraplanner and have over seven years experience assisting both Direct and Authorised Representatives in the Retail and Private Banking sectors. All of my team all have experience in the banking and finance sectors also and as such we understand the need for client confidentiality, speed and professionalism.

Offering a unique service RVA enables you to outsource your mortgage admin and your general insurance, giving you the necessary time to focus on your clients and their needs. As a vital part of this process we can also ghost write your Mortgage Suitability and GI Demands and Needs letters in your preferred style, based on your clients unique Fact Find.

We have a wealth of experience in dealing with all aspects of the mortgage process including client data entry onto your Networks CRM system. If needed we can help to progress cases from application to completion including liaising with Lenders, Solicitors & Estate Agents. In fact the only thing we don’t do is give advice!

If our Mortgage Administration service is of interest then please contact us and we can discuss your individual needs.

 

General Admin & PA Services

Why not compliment our mortgages services with general admin and PA service too. RVA can sort your emails, tidy up your calendar and even help you with lifestyle planning!

 

We currently offer:

Email Management
Detox your inbox, set up folders, labels & filters. Delete and block spam, keep your emails under control & highlight those needing attention.

Diary & Calendar Management
Booking and managing your appointments as needed, including meeting requests etc.

Meetings, Conferences & Event Planning
Meeting, conference & event planning including research of venue, catering suppliers, speakers/entertainment & corporate gifts.

Expenses Invoicing & Credit Control
Process your expenses into your preferred claim forms or set up a new system. Email out invoices and chase those falling due and past due.

Lifestyle Management
If there’s just not enough hours in the day then let us help. Researching gifts, holidays, booking restaurants, events or researching a cheaper utility provider, they’re all things we can help with. We could even help you find a removals firm and help organise your house move!

 

New services are constantly being added, so if you cannot see a service you are looking for then please contact us as it may be a something we can offer.