Mortgage Companies
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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
“A virtual assistant allows your team members more time to focus on their “one thing” without sacrificing client satisfaction. In our business, they do lead followup & transaction coordination. Our VA’s keep our followup time down and help our executives effectively focus.”
“Because we’re in an investments and securities business, our client information and handling needs a US-based person with advanced biometrics access — but our VAs are excellent for tasks that revolve around supplementary data collection and entry. Our VAs take in all the data, plots them in our systems and the systems drop them into our models for underwriting”
“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 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!”
“MyOutDesk is the best company out there. Hiring a VA is tough and finding a good one is almost impossible it seems sometimes. With MyOutDesk’s strict standards and pre-screening you truly just have to find a fit for your company because the rest of the screening has been done for you”
“We’ve found MyOutDesk VAs to be professional, attentive, very coachable and responsive to instruction. It’s been cost-effective, and certainly provides value based on their skillsets. In terms of recruiting, they understand our objectives and they’re highly focused on delivering on them.”
“I’ve had MyOutDesk virtual assistants for over 6 years now – our virtual assistants take care of the things that naturally slow me down. They’re going to make your systems better, and take care of things that you don’t see, and help keep you in the zone making money.”
MyOutDesk is the only VA company so far that I’ve kept someone long-term, I have the last few months, let go of like three or four different short-term professionals there, there was a lot of overpromise, underdeliver.
“Our VAs support our team in our marketing — from content editing, postings, ads, remarketing and sphere farming. We do a lot of lead gen, blogs and videos. They take off a lot of the busy work so we can produce the best output and result for our clients!”
“I have 2 VA’s with MyOutDesk. Our VA’s are amazing! They help us with BPO tasks, Craigslist, postlets, Facebook greetings, Zillow, IVR, metric spreadsheets, RealPro tasks, listing tasks, price reduction plans, finding comps, etc. I’m grateful for our VA’s daily!”
“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!”
“Our VA focuses on various aspects of the business and frees up time for our office administrator, who is physically in the office and being pulled in many directions that need extra focus and are extremely critical for us. Our VA also helps with our customer relations and support, they’re great with taking care of people!”
“I switched to an outsource Virtual Assistant about two years ago. I find they are more efficient than those in the USA because they don’t have all the distractions. They work very hard. MyOutDesk is great about giving support and making my billing easy. They are always trying to help with the training of my Virtual Assistants.”
“Once I realized that I needed help in order for my business to grow, I contacted MyOutDesk and the whole process was very smooth. I sent them a list of duties that I needed the assistant to perform. They matched my needs with a couple of candidates. I interviewed them, and then made my decision who to work with. Now, my database is organized, we set up my campaigns, and all my online presence and data research is take care of. I am very happy with the services and the results I realized. Best investment I made this year!”
“My Virtual Assistants (VAs) helped me quintuple my income supporting our turnkey setup for our clients with our system and technology.”
Helpful Resources
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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.
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