Team Member Ready for Placement

Marco is a dedicated and enthusiastic professional with a Bachelor of Science in Psychology. He enjoys spending his free time going to the beach, listening to music, watching anime, playing video games, and indulging in Netflix marathons. Marco also loves traveling, driving around the city, and has a fondness for the mountains and the beach. His diverse interests and hobbies, coupled with his educational background, make him a well-rounded candidate for the Australian Real Estate space.

Onboarding Training and Assessment

At Affordable Staff, we ensure that every team member not only masters administrative tasks but also gains a deep understanding of Australian business practices and cultural nuances. This preparation is vital for effective client support. Our training starts with real estate, providing a comprehensive overview of general administrative competencies, ensuring our trainees are versatile and capable of handling a wide range of administrative tasks.

The second phase of our training program focuses on Mortgage Broker Assessment. This intensive two-week course immerses trainees in document processing modules, where they learn to understand various types of documents and their roles in the loan application process. Trainees are trained in following naming conventions and editing standards, with their skills assessed through quizzes and individual tasks. They are also introduced to fundamental mortgage concepts and familiarised with commonly used tools such as CRM systems. Tasks include data entry and loan application management, offering a complete view of preparing a loan application.

We also emphasise communication skills, enhancing them through grammar checks, situational chats, and lender call simulations. By the end of this phase, our trainees will be proficient in handling mortgage-related tasks, meeting the high standards expected by our clients.

Affordable Staff Tools Training

Tools Training is a crucial part of our training program, ensuring our team members gain proficiency in essential software used in daily operations. Our team members are introduced to LastPass for password management, Outlook for email and calendar organisation, TechSmith for capturing and recording, Hubstaff for time tracking, Zoom and Teams for virtual communication, OneDrive for file management, and Trello for project management.

For those completing our Mortgage Broking Foundations course, we place a significant emphasis on Nexus CRM and BrokerEngine. Mortgage broking VAs spend considerable time honing their skills through practice and repetition using these tools, ensuring they become highly adept and efficient. Team members undertaking the additional two-week, high-intensity Mortgage Broking course will gain expertise in areas such as document processing basics, document editing standards, Broker/VA communication, and scenario-based training.

This comprehensive approach ensures he is well-equipped to handle a variety of tools and tasks, leading to increased efficiency and productivity in mortgage broking support roles.

Additional Tools Proficiency

Marco demonstrated proficiency with several key tools and software. He effectively utilised BrokerEngine, AFG Flex, ApplyOnline, SharePoint, PropertyMe, Canva, ADL Forms, Arosoftware, Snug, RP Data/Core Logic, and Birdeye. His hands-on experience with these tools has equipped him with a comprehensive skill set for managing administrative tasks and supporting mortgage broking functions efficiently.

Additional Skills and Notable Experience

Marco has gained valuable experience in a variety of administrative tasks at Affordable Staff. His skills and experience can be categorised as follows:

• Data Management
  • Entering data with the help of the deals submission guide, fact find forms, and notes from brokers.
  • Organising files on SharePoint and maintaining digital records.
  • Entering data to include tenants’ names, bond reference numbers, and other relevant information.
• Document Handling
  • Generating sales contracts and property for sale contracts.
  • Creating brochures with property status to be reflected on clients’ websites.
  • Generating property reports and updating property databases.
• Marketing and Communication:
  • Creating advertisements on social media and updating existing ads.
  • Copywriting for property advertisements and drafting property descriptions.
  • Designing promotional materials using Canva.
• Property Management:
  • Assisting with property sales tasks and coordinating property viewings.
  • Creating listings and indicating property information on various platforms.
  • Uploading photos of properties for sale, including floor plans, and editing images as needed.

Learning Ability and Work Proficiency

Marco is a steady worker with a logical, critical, and keen mind. He shows continuous progress in his work and actively engages in discussions and raises questions when necessary. His written communication is excellent, he listens attentively, and his verbal communication skills are strong. He follows instructions with ease and works well with hands-on practice. Although he took some time to adapt to tasks, especially with document identification, his ability to follow instructions improved over time with practice. He is well-organised and requires minimal supervision, although he needs support when learning new systems and processes.

Interpersonal Skills and Personal Characteristics

Marco is a composed and pleasant individual, maintaining a steady energy level. He is reliable and enterprising, showing a strong readiness to accept responsibility. His smart and resourceful nature makes him a valuable team member, and his steady and patient interest in work ensures consistent performance. He is orderly and well-organised, with a friendly, cordial, and amiable demeanor that allows him to cooperate well with others. Punctual, thoughtful, outgoing, and modest, Marco also possesses a logical and critical mind, continuously improving his work. He is cooperative, polite, and receptive to feedback, making him a great fit for any team.

Suitability

Marco is greatly suitable for any real estate, property management, or general administrative position. He is also suitable for a voice role if given proper training on call handling.

Why Marco is Suitable for the Role

Marco is a compliant and trainable team member with no behavioral or attitude issues. His eagerness to learn and improve his skills, coupled with his good work ethic and professionalism, make him a valuable asset. Despite taking longer to catch up compared to his peers, he has shown excellent admin skills and the ability to follow processes. His familiarity with the industry and tasks will serve him well in excelling in his role. Quiet and sometimes tense, Marco is cooperative, polite, and receptive to feedback, making him well-suited for the Australian real estate space.