Virtual Assistant task falls into one of two categories: Administrative or Voice. If you can think of any tedious, repetitive, low-level task in your business that falls into either one of those categories, and that you spend time on… you will definitely benefit by outsourcing these to a Virtual Assistant. Our mortgage virtual assistant services follow the latest standards of the mortgage industry and will help you to maintain the momentum with changing mortgage industry.
What a VA can do for you?
- Collect basic documents from borrower to issue a pre-approval letter
- Keep track of the day-to-day tasks, respond to customer inquiries
- Loan document management from Loan Officer to Processor
- Create a set of loan documents with the help of your software
- Verify the documents, organize, upload and send the documents to borrower for signatures
- Follow-up with the borrower for pending documents
- General social media marketing (Creating ad and posting)
- Mortgage lead generation and follow-up
- Your loan processing software management
- Online research, data entry and email management.
