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Mortgage

Virtual Mortgaging Solutions Like Never Before

Being in the mortgage business is all about money.

But it also comes with heavy-duty tasks like handling loan audits, loan disclosures, title searches, branding, credit check, and whatnot (phew!)

Building a mortgage company is all fun until you face the hassles and challenges of maintaining its size as the market scales up and down.

Having a mortgage Virtual Assistant is like having a robot — but with a personality, software skills, mortgage lending knowledge, and the ability to execute strategies without your hands-on.

Refinancing existing loans, taking loans against a house as collateral, switching loans from one provider to another, or availing of the mortgage loan benefits of the U.S. Department of Veteran Affairs — our VAs know the mortgage business inside out.

Jumbo loans and loans for new home buys? Our VAs can navigate that too.

Double Your Business With Virtual Mortgage Assistants

Do the words “Clear to Close” get your heart pumping? Then you are at the right place.

We offer experienced VAs to mortgage companies and loan officers to assist in day-to-day tasks, from documentation and data entry to providing mortgage lending knowledge and liaising with realtors.  Our VAs assist with the actual work using tools and processes as followed in the mortgage industry or as prescribed or suggested by the loan officer — making the actual tasks from the loan origination stage to the closing stage a cakewalk.

Our reliable Virtual Assistants for mortgage work across timezones to see you to the finish line of every deal.

Administrative Support

Backend jobs breaking your backs? Relax! Our VAs are here to save your backs and eyes. Whether evaluating credit scores, preparing loan disclosures, or doing loan audits, our uber-precise VAs complete every task with zero information leaks.

Building Realtor Relationships

Struggling with acquiring relationships and setting appointments with real estate agents? Let our VAs do the cold calling to new contacts while you get busy nurturing your newly acquired leads.

Database Compilation

Keeping the CRM database updated is essential in mortgaging. No lead escapes the eyes of our hawk-eyed VAs as they verify and enter each lead into Excel or different CRM software.

Calendar Management

No more running late or missing appointments because our VAs take their calendar duties very SERIOUSLY! Scheduling and tracking appointments with new leads and existing clients, reorganizing, rescheduling, or canceling appointments, keeping a record of meeting minutes, and scheduling follow-ups — leave it all to our super-efficient VAs.

Email Support

Mailing deal details or replying to the queries of your clients or business partners — our VAs are the best proxies in town.

Customer Support

‘Customer is king’ – our VAs ensure your clients feel the same way. They stay in touch with prospects, make outbound calls to agents, follow up with mortgage brokers, receive incoming calls, and keep track of prospects and their queries.

Sorting and filing documents

Mortgage VAs help loan officers organize and file completed documents from clients and mortgage banks.

Flagging qualification issues

Loan processors can leverage our efficient virtual mortgage assistants to review clients’ financial documentation and flag incomplete documents.

Review document compliance

This includes checking W2s, pay stubs, Form 1003, bank statements, K-1s from the past two years, tax returns, rental history, and associated documents.

Third-party document review

Besides reviewing third-party documents, our VAs ensure appraisal fee payment and validate property titles. This also involves checking insurance policies and homeowners’ insurance proof.

Background verification

Our VAs assist in verifying background data related to employment (VOE), deposit (VOD), mortgage (VOM), property sale location & history, and appraisal signature and registration.

Underwiting Services

Employing the latest technology and tools, our VAs are adept at handling automated underwriting systems and using LOS. They offer loan clearance assistance and review fraud, title, and appraisals to ensure applicants check all the tick boxes of credibility.

Loan Processing Support

Lengthy close cycles giving you nightmares? Not anymore! Our uber-cool VAs ensure a smooth sail through loan processing.

Automate workflows, save time, and build meaningful relationships with clients. Set more goals and accomplish them quickly with our VAs at your service.

Tools in Our Pocket

Leverage the best of our mortgaging VAs with hands-on experience handling different tools. What’s more? You save some big bucks on multiple subscriptions!
All Data Enrichment Cold Emailing CRM

Frequently Asked Questions

A mortgage VA is a remote employee who helps mortgage companies and loan officers perform various administrative tasks like credit checks, loan audits, loan disbursals, and more.
Mortgage companies and loan officers deal with sensitive and confidential information daily, from social security numbers to salary slips. Data breaches and financial risks often keep these companies from outsourcing tasks. At Uber Remote, we have data confidentiality agreements, NDAs, encrypted tools, and other measures in place to ensure data privacy and security. We also have legal arrangements with our VAs to safeguard clients from any unethical practices.
The services mortgage VAs offer are so extensive that it is similar to having a physical assistant. From connecting with clients over different sites to working on loan audits and disclosures, they will make your company’s operations more efficient. Our qualified mortgage VAs also have experience using top-notch tools and software to make mortgage tasks smooth sailing.

Leave The Worry to Us Right Here

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A-89, Sector 19, Noida, Uttar Pradesh, India, 201301

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