Hire a mortgage virtual assistant
A mortgage virtual assistant takes the administrative load off loan officers and processors: chasing documents, updating the LOS and CRM, ordering third-party items, and keeping borrowers and agents updated. Built from a proven, compliance-first mortgage support playbook.
What they handle
- Borrower document collection and condition tracking
- LOS and CRM data entry and milestone updates
- Ordering VOEs, payoffs, and other third-party items
- Agent and borrower status updates using approved templates
- Past-client and database nurture campaigns
- Pre-approval letter prep for LO review
Tools they use
- Arive
- Encompass
- LendingPad
- GrowthToro CRM
- Shape / Total Expert
What we screen for
- Mortgage process fluency
- Compliance awareness
- Accuracy
Typical schedule
Full-time is most common.
Popular in
Questions about hiring a mortgage virtual assistant
Can a mortgage VA talk rates with borrowers?
No. Under the SAFE Act, only licensed MLOs can take applications or offer or negotiate loan terms. Mortgage VAs stay strictly administrative and route rate and term questions to the licensed loan officer.
How long does it take to hire a mortgage virtual assistant?
Most placements take about 14 days from discovery call to start date, including skills testing and your finalist interviews.
What does it cost?
A one-time placement fee ($2,000–$3,000 depending on plan) plus the VA’s hourly wage. Managed plans add a monthly fee of $300 for the first VA plus $75 for each additional VA.
Related reading
Ready to hire your mortgage assistant?
Tell us what you want off your plate. We will send a role scorecard and a plan within one business day.