Mortgage virtual assistant

A virtual assistant who works alongside your loan officers and processing team, handling the administrative work that keeps loan files moving from application to close.

What they do

• Collect, organize and follow up on borrower documents
• Update the loan origination system and track file status
• Schedule appointments and send status updates on process steps
• Coordinate with title, appraisal and underwriting contacts

Works with

Loan officers, processors, underwriters and borrowers' agents, alongside your in-house mortgage team.