Virtual assistants for mortgage brokers and loan officers
Move loans to closing faster. Your assistant collects borrower documents, updates the pipeline and keeps realtors and borrowers informed at every step.
Roles for mortgage brokers, loan officers and lenders
Skilled VA prices. Every role comes as a monthly package, pay-as-you-go hours or a one-time project.
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From $240/mo · $14.40/hr on demand
Administrative Assistant
Inbox, calendar, documents and everyday admin.
Hire this role -
From $260/mo · $15.60/hr on demand
Lead Generation & Cold Calling
Prospect lists, cold calling and appointment setting.
Hire this role -
From $240/mo · $14.40/hr on demand
Customer Service Assistant
Email, chat and phone support for your customers.
Hire this role
What your assistant handles
Your account manager turns these into a written checklist on your kickoff call.
- 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
Administrative Assistant packages
Skilled VA prices. Choose any role and experience level on the order form.
Starter
20 hours a month · ≈5 hrs/week
$240/mo
$12.00/hr
For founders and busy professionals who need the inbox, calendar and follow-ups handled.
Choose StarterGrowth
40 hours a month · ≈10 hrs/week
$456/mo
$11.40/hr · save 5%
A steady part-time assistant for a growing business, with a weekly check-in call.
Choose GrowthProfessional
80 hours a month · ≈20 hrs/week
$864/mo
$10.80/hr · save 10%
A half-time dedicated assistant with daily updates and a trained backup VA.
Choose ProfessionalFull-Time Dedicated
160 hours a month · ≈40 hrs/week
$1,632/mo
$10.20/hr · save 15%
Your own full-time assistant working your business hours, as part of your team.
Choose Full-Time DedicatedHire for your mortgage brokers and loan officer business in your state
Administrative Assistant pages for every state, with your local time zone.
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
Hiring a virtual assistant for mortgage brokers and loan officers
Still unsure? Open the chat and ask an account manager directly.
How much does a virtual assistant for mortgage brokers and loan officers cost?
Monthly packages start at $240 for 20 hours at the Skilled VA level. Pay-as-you-go hours start at $14.40 an hour with no monthly commitment. Senior Specialists cost 35% more and US-Based Specialists 90% more.
Which role should mortgage brokers, loan officers and lenders hire?
Most start with an Administrative Assistant. Lead Generation & Cold Calling and Customer Service Assistant are also popular. One package can cover more than one kind of work: tell your account manager on the kickoff call.
Will my assistant know Encompass and Arive?
Many of our assistants already work in Encompass, Arive, Floify, Salesforce, Jungo. If yours uses something else, your assistant learns your setup during onboarding and writes it into a checklist.
Is my business and client information safe?
Every assistant signs an NDA, and logins are shared through an encrypted vault in your account, never by email.
How fast can an assistant start?
Most clients are matched within 1 to 3 business days of payment. Add rush onboarding for $49 and your assistant starts within 24 hours.
Other industries we support
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Hire your assistant for mortgage brokers and loan officers this week.