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






“MyOutDesk allows us to scale more quickly & be more profitable! Our top reps in the USA are getting greater job satisfaction now because they’re able to focus more on developing relationships with clients rather than repetitive task-work.”






“MyOutDesk is where you’ll find real estate trained Virtual Assistants that can do everything that an assistant can do for you, except physically picking up a lockbox or paperwork, because they’re located remotely in the Philippines. They work the hours you want, in the timezone you’re in – and when you hire them for 8 hours a day, they actually work a full 8 hours a day – without the meetings, calls, bathroom breaks & everything else. They work, work, work, which is why they get so much done.”






“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!”






“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.”






“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.”






“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!”






“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.”






“A MyOutDesk virtual assistant can help your office provide a consistently higher level of service from recognition to communication, to the calendar, to anything you can imagine. Having my virtual assistant has just been transformational for me. I really love my VA, she’s fantastic!”






“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!”






“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”






“MyOutDesk has allowed me to start building my real estate team, starting with what I needed help with the most – lead generation. I’d highly recommend MyOutDesk to any agent like who is looking to get to the next level and ultimately build a real estate team.”






“MyOutDesk removes all of the extraneous work and lets you focus on working directly with people who support your business. We’ve been very happy with the quality of people they have available to work with, the ease of interacting with and training highly prepared candidates, and the efficiency of keeping accountability and compensation running smoothly.”






“We hired our first VA about 4 years ago, and they’ve become an essential part of the business. They do administrative work, ensure quality in our client info & leads, update the CRM, create reports, etc. If they’re gone, we start crying – they’re really that crucial.”






We replaced someone in the office who wasn’t the right fit, and our VA’s been with us for more than 6 years!
Helpful Resources
In this article, we will cover the ideal job description for a Mortgage Loan Processor. The position may involve processing mortgage loan applications, gathering information about potential borrowers, and managing the loan-processing workflow. From this description, you should be able to determine how much knowledge is needed in order to recruit for the job role successfully.
We introduce the MOD Movement, a non-profit organization that aims to help impoverished communities around the world. We discuss its history, its mission and values, and the various projects it has undertaken. The article also features interviews with our leaders, volunteers, and beneficiaries.
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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