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
“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.”
“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.”
“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.”
“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!”
“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.”
“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.”
“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.”
“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.”
“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!”
“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.”
“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.”
Most of my processes are so administrative-heavy and burdensome — I can’t sell business and be tied down with all of it! My VA helped me start streamlining our systems, she knows everything going on — that high touch level of service that my clients need, she does it!
“People ask me how I can afford a virtual assistant. I can’t afford NOT to have one! Since hiring a virtual professional, my business has increased 322%. My VA handles my emails, phone calls, transaction work, everything I need help with. She’s like my partner.”
“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 was nervous about hiring my 1st VA but MyOutDesk came highly recommended and I could not be more pleased. It’s been a short period of transitioning but I find myself with more time now, which I know in the long run is going to pay off huge dividends as I continue to build my business. I love the fact that I have a coach in conjunction with my VA that keeps us both on the right path to success for us all!”
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