Virtual Assistant for Mortgage Brokers
A mortgage file is only as fast as its slowest document. Pay stubs, bank statements, tax returns and gift letters trickle in, and every missing page pushes the closing date closer to trouble.
Meanwhile your referral partners want updates and new applicants need a call back today. A mortgage virtual assistant keeps files moving and relationships warm while you focus on structuring loans.
What your VA handles
Document collection
Your VA sends borrowers a clear checklist, follows up on missing items, checks uploads are complete and legible, and updates the file in your LOS.
Application follow-up
Started-but-unfinished applications get a friendly call and text. Your VA answers basic process questions and books a call with you when needed.
Referral partner outreach
Realtors and financial planners get regular updates on shared clients, plus check-ins and market notes that keep you top of mind for the next referral.
Milestone updates
Borrowers and agents hear from your VA at each stage: application received, appraisal ordered, conditional approval, clear to close.
Pipeline tracking
Your VA keeps your CRM and pipeline accurate so you can see every file's status and closing date at a glance.
Past client nurture
Closed clients get anniversary check-ins and refinance alerts when rates move, which turns one loan into several.
A dedicated VA, backed by AI
We set up AI and automation so borrowers aren't left waiting. An AI assistant answers common questions any time, like 'What documents do I need?' or 'Where's my file?', using the status in your system.
Automated reminders chase outstanding documents on a schedule, and your VA steps in when a borrower goes quiet or a document looks wrong. Referral partners get automatic milestone emails, with your VA adding a personal note when it matters.
When rates move, your phones and inbox fill up overnight. Your VA and the automated sequences work through past clients and open applications in an organized way, so the borrowers most likely to benefit hear from you first. You spend your time on the conversations that turn into funded loans instead of sorting lists.
How it works
Getting started is simple. We begin with a short call about where your hours go, then match you with a VA whose experience fits your industry. During the first week they shadow your process, and we write it into a playbook so the work stays consistent even on days your VA is out. You review their work, give feedback, and add tasks as trust builds.
Pricing
Our virtual assistants start at $20 an hour, with a 40-hour minimum to get started. You get a dedicated assistant trained on your business, a written playbook of everything they handle, and one point of contact on our team. AI voice agents, chatbots and workflows are scoped separately based on your volume.
Frequently Asked Questions
How much does a mortgage virtual assistant cost?
Rates start at $20 an hour with a 40-hour minimum. Brokers often find faster document collection alone shortens their turn times enough to justify it.
Can a VA act as a loan processor?
They handle the admin side of processing: collecting documents, ordering items and communicating with parties. Underwriting decisions and licensed activities stay with you.
Which systems do your VAs use?
Encompass, Arive, LendingPad, Floify, BNTouch and Salesforce, plus your email and calendar.
Is borrower data protected?
Yes. VAs use secure logins, sign confidentiality agreements and follow your compliance policies. Files stay inside your systems.
How soon can a VA start?
Usually one to two weeks. We begin with your active pipeline and document checklist.
Get a virtual assistant for your mortgage brokers business
Tell us where your week goes and we'll show you which tasks a VA and a little automation can take off your plate. No long contracts.