Mortgage Companies
Rapidly grow your mortgage business & generate massive revenue while cutting costs.

See How MyOutDesk Is Enabling Mortgage Companies To Grow & Scale
What a Virtual Assistant can do for Mortgage Companies
Administrative Assistance
Customer Support
Sales Development
Marketing

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
Get started
Hire a Virtual Assistant for your Mortgage company today
1
Book a personalized strategy session
2
Co-create your success plan
3
Get indispensable talent & resources
What Our Clients Are Saying






“We’ve been very pleased with the amount of escrows opened by our MyOutDesk virtual assistants. I really like working with our virtual assistants – its a game changer and massive value to our real estate partners! I strongly recommend hiring a mortgage virtual assistant today, the return on investment you’ll see will be absolutely tremendous!”






“The truth is that top producers simply don’t have the time to follow up with all of the abundant leads that are available, which is why virtual assistants make so much sense, especially considering the cost savings. I have a VA, and it’s absolutely a been slam dunk for 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.”






“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.”






“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”






“We have used multiple MyOutdesk Virtual Assistants for several years, primarily in our Marketing department, but also in our Transaction Management department. We consider them one of our strategic competitive advantages that we can offer agents for an unbeatable package of benefits—leveraging these outsourced professionals.”






It’s more instrumental with our Virtual Assistants — we’re able to get more value for the price of what we pay for!






“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 Virtual Assistants (VAs) helped me quintuple my income supporting our turnkey setup for our clients with our system and technology.”






“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.”






“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!”






“As a loan officer, I want to create relationships with REALTORS®, and I use my VA to help me acquire the relationship. He setup 51 one-on-one meetings with agents in the first quarter I had him, which is awesome because acquiring the relationship is what acquires the mortgage. My VA is so good that my schedule is booked solid!”






“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.”






“(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!”






“Our VAs don’t just answer the phones and coordinate calendars—they literally create productivity and create packages, streamlining marketing messages and proposals so we can leverage it and build better relationships with our clients”
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.
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.
If you’re looking for the best real estate strategy to gain market share and capture more leads, here’s how to hire & train an ISA (inside sales agent). You can use LPMAMA to guide Real Estate ISAs through each of your calls so you can make sure that you always complete the details that you need, matched with a superb quality of call with our leads as you sound more conversational and free flowing.
Ready to scale?
Find a virtual professional that meets your unique business needs and save up to 70% on hiring costs today.