Unlicensed Virtual Assistant Support For Alberta Mortgage Brokers + Realtors

BTAB offers digital organization and unlicensed virtual assistant support for Mortgage Brokers and Realtors in Alberta. This hourly package provides you with real-time virtual access to the Chaos Coordinator to give you the necessary support to turn your to-do list into a done list!

Unlicensed Support

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Unlicensed Support ▪

The perfect solution for your organizational needs.

BTAB's hourly services are here to revolutionize the way you approach organization and client relationships. This hourly package provides you with personalized, real-time virtual access to the Chaos Coordinator so that you have the necessary support to turn your to-do list into a done list! 

Perfect for Mortgage Brokers and Realtors who could benefit from professional unlicensed administrative support.

WHAT YOU GET 

→ 1.5-hour onboarding call to strategize the scope of work

→ Updating and organizing your Client Relationship Management (CRM) to enhance client relationships and foster repeat business 

→ Digital organization (including but not limited to Google Drive, email, and calendar data entry) 

→ Organization and distribution of client gifts, birthday cards, and other appreciation recognition and follow-up in a digital format 

→ Personal appointment management for both personal and professional appointments including self-care, health/wellness, and work-related appointments

→ Consistent check-ins holding you accountable to your goals, tasks, and to-do lists by following up regularly and providing you with support and time management tools 

→ 30-minute monthly call to discuss future projects and answer questions

HOW IT WORKS

  1. Book a Discovery Call: Let’s discuss your need for support and learn if we’re a good match to work together. 

  2. The Onboarding Process: Includes completing the Client Questionnaire and contract, providing password-safe logins and a payment method for monthly purchases made on your behalf, a 1.5-hour onboarding call, and reviewing how we communicate during business hours (via WhatsApp, text, and email).

  3. Direct Access to The Chaos Coordinator: Contact me during business hours via Text, Email, or WhatsApp for anything that comes up that you need virtual support with that fits within the scope of services that are offered.

Hi, I’m Shayla, The Chaos Coordinator.

I help Canadian professionals and working moms get rid of their personal chaos by supporting them with those tasks that often get pushed off to the ‘one day’ list — one day, I’ll get around to organizing my G-Drive, or getting through all those emails, or posting items for sale on Facebook Marketplace.

Well, that ‘one day’ has finally arrived! 

I work one-on-one with clients and offer personalized support so that they feel incredibly accomplished while managing what’s most important in their lives.