This is for you if
You are spending too much time chasing documents and updating case notes.
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Your pipeline feels messy or stressful to stay on top of. You are doing compliance admin yourself because it feels quicker than explaining it.
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You want support from someone who actually understands how the mortgage process works.
You are ready to get some of your time and headspace back.
What we help with
I provide practical, hands-on operational support across the mortgage journey, including:
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Client onboarding and document chasing,
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Pipeline and case management,
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Packaging cases and supporting submissions,
Compliance admin and suitability letter support, diary management and general admin,
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Small process improvements to make things smoother and easier to scale.
How working together works
Most clients work with me on a monthly retainer so I can properly integrate into their process and remove the day-to-day admin load. This allows me to get to know how you work and support you in a way that actually makes a difference.
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If you need short-term support or help getting systems set up, that can be discussed. The aim is to create something that works for how you operate, not force you into a rigid package.
Why work with Alexandria.Works
You are not hiring a generic virtual assistant.
You are working with someone who understands how mortgage businesses operate and where things tend to bottleneck.
I work quietly in the background to keep things moving, reduce admin pressure, and help create calmer, more reliable processes behind the scenes.
Need a ready-made Fact Find?
I've created a brand-free, interactive Mortgage & Protection Fact Find built specifically for UK advisers and brokers. Open it in your browser, complete it on screen with your client, and print or save as a PDF, no software, no login, no subscription.
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Covers the full advice journey including income and affordability, protection needs analysis, assets and liabilities, mortgage requirements and more. Auto-calculating totals built in.
Want it branded to your firm?
Get in touch at hello@alexandria.works.
Instant download.