mortgage broker working with a mortgage virtual assistant

More leads, more clients, and more sales. This is what’s possible when mortgage brokers bring on remote talent. Learn the specifics by reading this article.


5 Ways Mortgage Brokers Can Tap Into Virtual Assistants and Teams

Have you considered how much time you could be saving? Or, how much more money you could be making?

Maybe you have, but you’re not sure how it’s possible. That’s where virtual assistants come in. These remote employees can handle tasks you don’t have time for, work outside of your normal office hours, and handle a wide variety of jobs. Virtual assistants can be useful to practically anyone in any industry, including mortgage brokers. Here are five ways mortgage brokers can use virtual assistants to streamline their operations and increase sales.

1. Bookkeeping

Do you find yourself spending a lot of time invoicing your clients, collecting money, doing tax preparation, and tracking expenses? If so, consider assigning these tasks to a virtual assistant. Let someone else focus on tracking money, while you focus on making money.

2. Customer Service

A virtual assistant can quickly answer any questions your clients have. A mortgage is an incredible expense, and for most people will be the biggest expense of their lives.

For your clients, it’s a daunting task. In fact, it’s one of the most stressful experiences in life. Let your virtual assistant provide the customer service your clients need. This can take some stress off your shoulders and help you improve productivity and focus.

A good mortgage virtual assistant can provide the customer care needed to keep your clients calm, collected, and informed.

3. Marketing

Marketing can be a huge time sink. This is especially true of social media. You will probably want to be on multiple social media platforms, creating and sharing content on a regular basis. Plus, there is content creation and scheduling posts.

Then there is traditional marketing. Do you have someone to help with email marketing? What about ad purchasing and management? Will you run a direct mail campaign?

Marketing alone could easily be a task for an entirely remote team.

4. Lead Generation and Closing

Generating leads is only useful if you can promptly follow up and turn them into your customers. Otherwise, you’re spending time and money for nothing.

Remember, it takes time for your customers to get to know you and trust you. Often, they may not even be sure of what they are looking for on initial contact. It may take time for them to close a deal.

That’s where a virtual assistant can come in. Along with generating new leads from your marketing efforts, an assistant can follow up with any inquiries from potential clients, such as visitors to your website. That way you’re not leaving money on the table.

5. Administrative Assistant

There are plenty of day-to-day tasks and last-minute tasks that might pop up. You can’t always get to things right away. That’s where a good administrative assist comes in. You can assign them to the more mundane tasks that may come up, whether it’s checking and responding to email, scheduling meetings, or uploading and filing documentation.

Mortgage Brokers Need Mortgage Virtual Assistants

Now that you know how mortgage brokers can use virtual assistants and remote teams, you should consider adding a virtual assistant to your team.

We can help. We can help you easily scale up and get you the help you need, whether it’s one virtual assistant or many.

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