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
“Our VAs have migrated to bill payments, a lot. Time value of money is important in all aspects, and our VA’s have contributed to that level of accuracy. It’s just a beautiful thing. We also pair our VAs with our local project managers to get ready for the expansion we’re foreseeing.”
“(Our) VA in the property management side focuses on contracts, credit checks, application verifications, repair coordination, tenant/appointment viewings and vendors— she speaks really well and connects nicely with our tenants and property managers!”
“They (VAs) do so much support for our processors and loan officers — they make sure the documents are complete, they handle a lot of calls and verifications, data entry, follow-ups with 3rd parties. We still do a lot of in-house processes with our loan officers and processors, but our VAs make everything flow smoothly, bridging the gaps and saving 50-60% at least!”
“Working with MyOutDesk has really been a dream. It has allowed me to cost effectively outsource the prospecting part of my business. The investment is nothing compared to the return I am getting from listings, opportunities, and brand exposure they provide me.”
“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.”
“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.”
“Our agency goes hand-in-hand with our property inspections since we cater mainly to them but we’ve worked with other service industries. Our VAs handle two aspects: social media, helping them with posts, designs and content; and marketing, activating campaigns and maintaining them in automation sequences. They’re incredible!”
“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’ve had systems in place for a while, but since getting our VA, we’ve noticed more time devoted to our buyers and seller and actually more time to be able to follow up on leads rather than following up on checklists of listings and closings. MyOutDesk is a very innovative and cost effective company and they strive hard to please. Our VA is excellent. She’s very service focused and picked up the flow of operations quickly.”
“Our first VA does a lot of the research we need in building our clients storybrand and sphere of connections, providing them with support; while our second VA helps our clients with their processes and inventory-related things. They both assist our copywriters in publishing, along with some website maintenance. They’re excellent in all those!”
“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!!!”
“My virtual assistant made me $43,000 in commissions less than half an hour ago, so if you’re still on the fence about hiring one, my advice is: just do it. The ROI on our virtual assistants is amazing – it’s definitely going to finish the year over 20x.”
“I’m not going to be able to make $250,000 a year if I’m spending half my time doing $10 an hour work. That’s why we’re such big fans of virtual assistants and automation – because we need to delegate those tasks off to technology, virtual assistants, and team members so that we can get back to doing the high value work that makes us real money.”
“We have two people, we brought on within a week of each other. They’re in two different parts of our business: one is on the sales side, one is on the support side, so we got to see kind of both of those in action — they also folded in our culture so easily!”
“The whole team at MOD has been fantastic to work with. Very professional from start to finish. We look forward to a long working relationship with them.”
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