Loans close when somebody keeps chasing the paperwork. A virtual assistant does that chasing, so your loan officers can stay out talking to borrowers and agents.
Virtual Assistant gives mortgage brokers, loan officers and lenders a dedicated virtual assistant from $240 a month. You choose the role and the hours, and a US account manager matches you within 1 to 3 business days.
The problem a virtual assistant solves
Each file needs documents from borrowers, conditions from underwriters and updates for agents, and all of it comes with deadlines. Loan officers spend hours on follow-up, and new leads wait while current files get attention.
What a normal week looks like with an assistant
Your assistant requests and organizes borrower documents, tracks conditions and deadlines and sends status updates to borrowers and agents. They update your CRM and LOS and follow up on old leads and past clients, so your pipeline stays visible.
The work to hand off first
- Borrower document collection and checklists
- Pipeline and CRM updates
- Status updates to borrowers and agents
- Lead follow-up and pre-approval scheduling
- Rate-watch and past-client outreach
- Closing date coordination
Your assistant already knows or will learn your tools, including Encompass, Arive, Floify, Salesforce, Jungo. See more on our page for virtual assistants for mortgage brokers and loan officers.
Which assistant to hire
Administrative Assistant
An administrative assistant collects documents, tracks each file's checklist and sends status updates.
Your day stops being reactive. Someone else sorts the inbox and the calendar first, so you start each morning with a short list of what actually needs you.
- Sort your email into urgent, needs a reply and can wait
- Send reminders and confirm attendance the day before
- Prepare templates for the letters and forms you use often
- Compare suppliers and summarize the best options
Administrative assistant packages start at $240 a month for 20 hours. Hire an administrative assistant for your business.
Lead Generation Assistant
A lead generation assistant follows up with leads and past clients and books calls for your loan officers.
Old leads get worked. Leads that went quiet get consistent follow-up instead of sitting in the CRM.
- Build targeted lists using tools like Apollo and LinkedIn Sales Navigator
- Run LinkedIn outreach
- Pass hot leads to you straight away
- Update HubSpot, Salesforce, Pipedrive or Close after each touch
You remain responsible for TCPA compliance in your campaigns. Lead generation assistant packages start at $260 a month for 20 hours. Hire a lead generation assistant for your business.
Digital Marketing Assistant
A digital marketing assistant keeps your email newsletter and agent outreach going.
You can see what is working. A simple weekly report turns the numbers into something you can act on.
- Segment and clean your lists
- Draft outlines and posts for your approval
- Keep your Google Business Profile updated
- Monitor Google Ads and Meta Ads
Digital marketing assistant packages start at $300 a month for 20 hours. Hire a digital marketing assistant for your business.
What stays with you
Assistants do not take loan applications, discuss rates or terms, or perform work that requires an NMLS license. Those stay with your licensed loan officers.
What it costs for mortgage brokers and loan officers
You pay the same clear price wherever you are, and you see the exact total before you order. Skilled VA prices for the roles above:
- Administrative Assistant: $240 for 20 hours, $456 for 40 hours or $864 for 80 hours a month
- Lead Generation Assistant: $260 for 20 hours, $494 for 40 hours or $936 for 80 hours a month
- Digital Marketing Assistant: $300 for 20 hours, $570 for 40 hours or $1,080 for 80 hours a month
Senior Specialists, with 5+ years in the field, cost 35% more. US-Based Specialists, who live and work in the United States, cost 90% more. If you would rather not commit to a monthly package, pay-as-you-go hours start at $14.40 an hour and stay valid for 90 days.
Why hire your assistant from Virtual Assistant
Your assistant works remotely and keeps the business hours of your time zone. You get a person who learns your business, with a team behind them when something needs fixing.
- They learn how you work: Your account manager turns your routine into a written checklist on the kickoff call, so you explain each job once.
- Your rules are followed: Assistants follow your scripts, your Do Not Call list and calling-hour limits.
- You approve the words: Emails, posts and blog drafts come to you in your voice before anything is published.
- A dedicated assistant: You work with one person who learns your business, not whoever is free in a shared pool.
- Start in 1 to 3 business days: Most clients are matched within 1 to 3 business days of payment, or within 24 hours with rush onboarding.
- NDA and secure access: Every assistant signs an NDA, and logins go through a secure vault, never by email.
A virtual assistant or an in-house hire?
An in-house hire makes sense when the job needs someone physically on site. For work done on a screen or a phone, a virtual assistant usually costs far less, because you pay only for working hours, with no recruiting, desk, equipment or payroll taxes to arrange. You can also start with 20 hours a month and grow, instead of committing to a full-time salary before you know how much work there is.
How to get started this week
- Build your package: choose a role, your hours and an experience level, and see your price straight away
- Pay your itemized invoice by card or crypto
- Your US account manager matches you within 1 to 3 business days and runs your kickoff call
- Your assistant starts on a written checklist of your first tasks for your business