This is for you if
You are spending too much time chasing documents and updating case notes.
Your pipeline feels messy or stressful to stay on top of. You are doing compliance admin yourself because it feels quicker than explaining it.
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:
Client onboarding and document chasing,
Pipeline and case management,
Packaging cases and supporting submissions,
Compliance admin and suitability letter support, diary management and general admin,
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.
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.
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.