Virtual Assistants for Mortgage Companies

MyOutDesk mortgage VAs cost up to 70% less than hiring an equivalent in-house team member. You get a dedicated, full-time professional without the overhead of benefits, office space, or equipment. Pricing varies based on the role and skill set, so we recommend booking a consultation to get a quote tailored to your team.

Our mortgage VAs support day-to-day operations including borrower document collection, loan file organization, condition tracking, LOS data entry, pipeline status updates, rate lock monitoring, borrower and agent communication, appointment scheduling, pre-qualification call support, closing coordination, social media management, email campaigns, review monitoring, and referral partner outreach. Your licensed loan officers and processors retain all decision-making authority for origination, underwriting, rate quoting, and compliance.

We work with mortgage brokerages, retail lenders, wholesale lenders, individual loan officer teams, branch offices, correspondent lenders, credit unions, and community banks. Our VAs adapt to the specific workflows, platforms, and compliance requirements your team uses.

Our VAs are comfortable learning mortgage industry platforms including Encompass, Byte, Calyx Point, Velocify, Surefire CRM, BNTouch, Jungo, and similar systems. Most teams will need to train their VA on their specific LOS and workflows, just like any new hire. We support you through onboarding and help make sure your VA gets up to speed as quickly as possible.

No. Our VAs are administrative support professionals, not licensed mortgage loan originators. They do not originate loans, take loan applications, quote rates, recommend loan products, or provide financial advice. They handle the operational legwork, like collecting borrower documents, entering data into your LOS, tracking conditions, and following up on outstanding items, so your licensed team can focus on origination and closing.

Every MyOutDesk VA is dedicated to your mortgage company full-time. They are not shared with other clients. Your VA works exclusively for you during their scheduled hours, learns your loan process and systems, and becomes an integrated member of your team.

Most teams are matched with a qualified VA and begin onboarding within 7 days. We handle recruiting, vetting, and background checks before presenting candidates, so you can move quickly once you select your VA.

Yes. Your MyOutDesk VA will sign any NDA or confidentiality agreement your company requires before starting work. Every VA also signs a comprehensive MyOutDesk confidentiality agreement covering borrower data and financial records.

Your VA can support your processing team by collecting borrower documents, tracking outstanding conditions, entering data into Encompass, Byte, or your LOS, organizing loan files, monitoring document expiration dates, and following up with borrowers on missing items. Your licensed processors and underwriters retain authority over file review, submissions, and compliance decisions.

Yes. Your VA can update loan statuses and milestone dates in your LOS, track rate locks and lock expiration dates, flag at-risk loans for your loan officers, maintain borrower and referral partner records in your CRM, and compile pipeline reports and production summaries for your team meetings.

Your VA can coordinate closing logistics by scheduling with title companies and appraisers, following up on outstanding documents, sending closing reminders to borrowers and their agents, and keeping all parties updated on timelines. Your loan officers and processors handle final file review, compliance checks, and closing disclosures.

Yes. Your VA can field incoming calls from borrowers and real estate agents, send loan status updates and milestone notifications, schedule appointments and pre-qualification calls for your loan officers, follow up on no-shows, and send post-close follow-up messages. They route coverage, rate, or compliance questions to your licensed team.

Yes. Our VAs can manage your social media accounts, draft content highlighting your team's expertise and market insights, build and send email campaigns through BombBomb, Surefire, Constant Contact, or your email platform, monitor online reviews on Google and Zillow, and help nurture relationships with real estate agents and referral partners on behalf of your team.

Every MyOutDesk VA signs a comprehensive confidentiality agreement and can sign your company's own NDA. Our operations are SOC 2 aligned, and all VAs work on secured, monitored workstations. Your VA only accesses the systems and data you grant them permission to use.

Yes. Many of our mortgage clients start with one VA and add more as their pipeline grows or as they open new branches. We can match you with additional VAs who specialize in different areas like loan file preparation, pipeline management, borrower communication, or marketing.