Mortgage Companies
Rapidly grow your mortgage business & generate massive revenue while cutting costs.
See How MyOutDesk Is Enabling Mortgage Companies To Grow & Scale
What a Virtual Assistant can do for Mortgage Companies
Administrative Assistance
- Coordinate and manage the executives’ and team members’ calendars.
- Manage and organize the company’s email inbox, responding to routine inquiries, forwarding inquiries to the appropriate team when needed.
- Handle miscellaneous administrative tasks, including phone calls and mail management.
Customer Support
- Respond to customer inquiries and requests for support via email, chat, or phone.
- Troubleshoot technical issues and guide customers through problem-solving steps.
- Assist new customers during the onboarding process, helping them set up their accounts.
- Handle customer billing inquiries, including payment processing and subscription changes.
- Escalate complex technical problems to the appropriate internal teams for resolution.
Sales Development
- Coordinate and schedule product demos with leads and prospects.
- Collect contact information and key data for lead qualification.
- Update and maintain the CRM system with lead interactions.
- Engage with leads after initial contact to nurture relationships.
Marketing
- Manage and schedule social media posts across various platforms.
- Creating marketing analytics reports, charts, and dashboards.
- Engage with the audience by responding to comments and messages.
- Assist in creating and editing content for blog posts, newsletters, and social media.
Related services
Inside Sales
Transaction Coordinator
Loan Processor
Get started
Hire a Virtual Assistant for your Mortgage company today
1
Book a personalized strategy session
2
Co-create your success plan
3
Get indispensable talent & resources
What Our Clients Are Saying
“We’re getting 150% of what we used to get and it’s less than half the cost of a really good recruiter. It’s turned out to be very, very good — the outcomes can’t be argued with!”
“My Virtual Assistants (VAs) helped me quintuple my income supporting our turnkey setup for our clients with our system and technology.”
“We kept focusing on the little things, I’m buying our time back—our VA has left me space for higher dollar-per-hour tasks, things only I can do. Our VA is an extension of me, they’re really good in administration; ROI-wise, immediately we got back a lot of money we’ve been missing from warranties, insurance follow-ups and inventory.”
“Make the mindset shift to being your own CEO. Why are you still entering your listings yourself? Our best clients are using MyOutDesk virtual assistants to do all of this. Do you want to make $2,400 a hour prospecting or waste time entering listings? It’s all about leverage.”
“Our Virtual Assistants are able to do the job better than the local people, raising the bar! They are more mature, more experienced, more grateful and more committed to what they were doing and raised the bar for all our other employees!”
“With my VA, I can reduce the costs and open up more revenue which I can give back to more clients with a better customer experience. My VA helps me build and market my brand over social media channels, edit my content and deliver them to the right audience—depending on which aspect of my businesses and personal life.”
Most of my processes are so administrative-heavy and burdensome — I can’t sell business and be tied down with all of it! My VA helped me start streamlining our systems, she knows everything going on — that high touch level of service that my clients need, she does it!
“MyOutDesk is a great option when you need a virtual assistant! They do all the heavy lifting to find the best candidate and assist with management in order to get up and running ASAP.”
“We’ve been very pleased with the amount of escrows opened by our MyOutDesk virtual assistants. I really like working with our virtual assistants – its a game changer and massive value to our real estate partners! I strongly recommend hiring a mortgage virtual assistant today, the return on investment you’ll see will be absolutely tremendous!”
“My experience with my VA through MyOutDesk has been wonderful. I was able to select a VA that fit my team. She responds in a very timely manner to tasks I request she does, works hard, and listens to my feedback. I was thankful for the interview process that took place at the beginning of my time with MOD. It was nice to have the final say in who joined my team.”
“Our Virtual Assistants are punctual, detailed, consistent, give us superlative work and are an important part of our team. This lets us increase business, frees up agents to go out on appointments and sell homes. We could not be more pleased with the level of work we receive from our virtual assistant team members!”
“It’s crazy how great MyOutDesk is – you guys go way beyond what I expected! We hired our first virtual assistant, named Mary, and she’s simply awesome. It was a tough choice, though, because we interviewed four separate VA candidates, and honestly I wanted to hire all of them!”
“It’s been great working with MyOutDesk – it’s been very beneficial and cost effective for me. I try to focus on staying top of mind with REALTORS® to generate new business, and my VA’s assist with tasks like loan pipelines, deal pipelines, & client interactions that reduce my ability to build relationships & acquire mortgage deals.”
“There are many tasks in real estate that are not dollar productive for a top producing agent—important but not necessarily the best use of my time. I started with some online work and I now have graduated to 3 full time virtual assistants with MyOutDesk. To think that someone half way around the world is a key member of my team is awesome. I’m contributing to our global economy and becoming more profitable at the same time. Simply awesome!!!”
“MyOutDesk has freed up my life! People say that time is money, but time is so much more valuable than money – and with MyOutDesk I’ve been able to get my time back and my life back. I’m spending less time working and making more money.”
Helpful Resources
In this article, we will cover the ideal job description for a Mortgage Loan Processor. The position may involve processing mortgage loan applications, gathering information about potential borrowers, and managing the loan-processing workflow. From this description, you should be able to determine how much knowledge is needed in order to recruit for the job role successfully.
We introduce the MOD Movement, a non-profit organization that aims to help impoverished communities around the world. We discuss its history, its mission and values, and the various projects it has undertaken. The article also features interviews with our leaders, volunteers, and beneficiaries.
Are you torn between Zillow and Realtor.com for your real estate needs? Discover the key differences, pros, and cons of each platform in our comprehensive comparison. Whether you’re a buyer, seller, or real estate professional, make an informed decision with our expert insights.
Ready to scale?
Find a virtual professional that meets your unique business needs and save up to 70% on hiring costs today.
