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
“It would cost us 50% more to do what we’re doing with our Virtual Assistants! The talents we found are such beasts. They’ve caught on very quickly even compared to those we hire in person!”
“MyOutDesk has been instrumental in helping us find super talented VAs!” that fit our culture, help us grow our sales and handle our operations. They’re a wonderful company that provides great introductory training and we’re glad to be in business with them!”
“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.”
“MyOutDesk has exceeded our expectations! The interview process was super easy and we had very good candidates to chose from. Our VA is outstanding, learns quickly and has great language skills. We highly recommend MyOutDesk to anyone who needs an addition to their team.”
“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!”
“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.”
“My VA prepares most of the reports we have: for marketing, for sales, what we need to focus on for the next few weeks, our staff performance, our customer information. (Our VA) They also handle our marketing: our content, our materials, our fliers, the website design, and our templates to move forward.”
“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!”
“MyOutDesk is the perfect solution for my overall goals in the REO market. My virtual assistant has a lot of real estate knowledge, and what she doesn’t know, she picks up quickly. She has become a real asset to our team. I highly recommend MyOutDesk.”
“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.”
“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.”
“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.”
“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 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.”
“My experience with MyOutDesk has been great! My VA is responsive, hardworking, motivated, eager to learn & optimistic about prospecting for me. She values her job and appreciates the work. It’s a great addition to my business and I highly recommend MyOutDesk!”
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.
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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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