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
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What Our Clients Are Saying
“I’ve used MyOutDesk for several years now for transaction coordination, lead followup, media & marketing, etc. If it can be done behind a computer or phone, their VA’s will rise to the challenge. I highly recommend them to get more done without breaking the budget.”
“Our VA is a very important part of our business does a phenomenal job! She will learn anything we ask and doesn’t hesitate to self-inititate when necessary. Daniel Ramsey has done a fabulous job putting together the best of the best – We couldn’t be happier!!”
“We hired our original VA and quickly expanded to 3 — we’re rocking phone calls, hitting 250-350 a day outbound! They’re talking to our candidates, screening them, getting them through the process of enrollment and generating revenue for us, big time! Each of them could replace 3 people for me.”
“It’s been a very positive experience – easy to setup and get going. We use MyOutDesk VAs for healthcare recruiting – it gives us stability in the role and delivers a constant flow of applicants coming in. Our VA has a healthcare background, she knows the lingo, and she’s hungry to achieve! She likes the challenge. It’s a beautiful thing.”
“Our VAs don’t just answer the phones and coordinate calendars—they literally create productivity and create packages, streamlining marketing messages and proposals so we can leverage it and build better relationships with our clients”
“MyOutDesk has been incredible to work with. The time they have spent with me and helping me has been far and away more than I expected. I can’t remember ever working with a company that has been more helpful. I am thrilled to have found them and extremely excited about the opportunity we have in front of us to build our firm and grow profits. [I] highly recommend them.”
“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!”
“The truth is that top producers simply don’t have the time to follow up with all of the abundant leads that are available, which is why virtual assistants make so much sense, especially considering the cost savings. I have a VA, and it’s absolutely a been slam dunk for me.”
“There’s no ceiling to growing your business, there’s no ‘maximum amount of money’ that can be made in the mortgage industry. There’s no limit to how big your mortgage business can be, and if you just work follow this process, this is how you do it.”
“My Virtual Assistants (VAs) helped me quintuple my income supporting our turnkey setup for our clients with our system and technology.”
“MyOutDesk adds so much value – they don’t just provide the people, they train them! When you add a MyOutDesk virtual assistant to your sales team, that’s how people like me grow from being a nobody back in 2007 to making over $10 million in GCI last year.”
“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.”
“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.”
“I would highly recommend MyOutDesk for any of your Virtual Assistant needs. They were able to screen several VA candidates for the position that we needed and provided a high-quality candidate within 48 hours that currently exceeds our expectations.”
“The value for us is that we’re getting more phone calls answered, which means more properties that we’re leasing. So we’re leasing more properties faster throughout the month. We’re commission based, so that’s a big benefit to our business.”
Helpful Resources
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