Who This Is For
My Role
Think of me as your:
- Strategic Partner: We’ll work together to identify your goals and develop a plan to achieve them.
- Efficiency Expert: I’ll streamline your systems and processes, freeing up your precious time.
- Tech Whisperer: No more tech headaches! I’ll solve problems and help you leverage technology to your advantage.
- Right-Hand Person: Consider me an extension of your team, handling tasks with professionalism and attention to detail.
What I Do as Your OBM
Think of me as your:
- Strategic Partner: We’ll work together to identify your goals and develop a plan to achieve them.
- Efficiency Expert: I’ll streamline your systems and processes, freeing up your precious time.
- Tech Whisperer: No more tech headaches! I’ll solve problems and help you leverage technology to your advantage.
- Right-Hand Person: Consider me an extension of your team, handling tasks with professionalism and attention to detail.
Areas of Support
During our initial discovery call, we decide together which blend of the operational areas below I will oversee in order to best meet your current business needs and strategic goals.
This allows us to customise and prioritise what tasks and responsibilities to entrust me with managing on an ongoing basis as your online business manager.
Bundle Packages
Essentials
- Brokers needing foundational OBM support
- Tailored tasks discussed during discovery call
- Focus on essential operational and administrative support.
- 5 Hours / week
Growth
- Growing businesses needing more consistent support
- Customised services to enhance efficiency
- Scalable solutions for operations, client management, or marketing
- 10 Hours / week
Premium
- Brokers ready to scale operations and delegate extensively
- Comprehensive operational management
- Support for strategic projects and client retention
- 20 Hours / week
Elite
- Established brokers requiring dedicated full-time OBM support
- Fully customised, full-time support
- Includes all operational, strategic, and client-focused tasks
- Custom
How It Works
All Your Questions Answered Quickly & Easily
An Online Business Manager (OBM) is a professional who helps streamline and manage your business operations. I handle the day-to-day tasks, oversee teams, implement systems, and ensure smooth processes, so you can focus on growing your business.
As an OBM specialising in mortgage brokers, I can assist with improving operational efficiency, managing client communication, ensuring GDPR compliance, and streamlining mortgage application processes. I help you focus on revenue generation while I take care of the back-end operations.
I offer a range of OBM services, including:
- Operational support and task management
- Mortgage application management
- Client intake processes and workflow optimisation
- Compliance and security management (GDPR)
- Strategic planning and revenue growth
- Bilingual support for English and Spanish-speaking clients
The best way to determine your package is to schedule a discovery call. During the call, we’ll discuss your specific needs, goals, and challenges, and I’ll help you choose the most suitable service package based on the number of hours and tasks required.
Yes! Your OBM package can be customised based on your needs. The hours and services included in each package are flexible and can be tailored during our discovery call to ensure you get the support you need.
I pride on my commitment to client success. My experience combines expertise with a personalised approach, ensuring that your business receives the attention it deserves. I am dedicated to helping you achieve sustainable growth and success in the online business landscape.
I understand that every business is unique. Therefore, my service agreements are flexible, with no rigid minimum contract periods (do keep in mind, though, that retainer services require a minimum commitment of three months.)
We’ll work together to tailor the duration and scope of my services to suit your specific business needs. It’s all about finding the right fit for you!
I take GDPR compliance seriously and implement secure data management processes to protect your clients’ sensitive information. Your business and your clients’ privacy are always top priorities.
Simply reach out to schedule a discovery call. We’ll discuss your business, identify areas of support, and determine the best OBM package for your needs. From there, we’ll get started on streamlining your operations and driving growth!
No problem! As your business grows, your needs may change. You can easily upgrade or adjust your service package at any time to ensure you’re getting the support you need.