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Services

We provide you with reliable, remote employees trained specifically in Mortgage Brokerage

We are the only virtual assistant company that specializes in training virtual assistants in mortgage brokerage that actually has your assistant work for a real American mortgage brokerage company before they work for you.

Administrative Task

  • Answering Customer Inquiries
  • Scheduling Appointments
  • Managing E-mails
  • Data Entry
  • Filing Documents
  • Sending Follow-up Reminders
  • Organizing Digital Files
  • Updating Calendars
  • Ordering Office Supplies
  • Preparing Invoices

Customer Service

  • Conducting Initial Borrower Screening
  • Communicating with Clients about Application Statuses
  • Sending Newsletters
  • Coordinating Post-Closing Follow-ups
  • Handling Customer Complaints
  • Gathering Client Feedback
  • Facilitating Remote Client Meetings
  • Providing Information about Loan Programs
  • Conducting Barrower Interviews
  • Assisting with Loan Modification Requests

Marketing

  • Creating Social Media Content
  • Assisting with Marketing Campaigns
  • Developing Client Education Materials
  • Preparing Marketing Reports
  • Managing Mailing Lists
  • Creating and Sending Promotional Materials
  • Researching Local Market Trends
  • Organizing Webinars and Events
  • Monitoring Social media Engagement
  • Collaborating on Content for Newsletters

Compliance and Documentation

  • Preparing Loan Application Packets
  • Compiling Compliance Documentation
  • Assisting in Underwriting Preperation
  • Creating and Updating FAQ's
  • Assisting with Closing Disclosures
  • Supporting Compliance Checks
  • Preparing Due Diligence Reports
  • Tracking Industry Regulations
  • Conducting Quality Assurance Checks
  • Assisting with Audit Preparations

Data Management Analysis and Additional Tasks

  • Tracking Application Statuses
  • Monitoring Loan Origination Systems
  • Analyzing Lead Conversion Rates
  • Creating Performance Reports
  • Compiling Market Analysis Reports
  • Maintaining Process Documentation
  • Analyzing Operational Efficiency
  • Building Dashboards for Performance Tracking
  • Preparing Financial Projections
  • Researching Industry Best Practices
  • Updating CRM Systems
  • Creating Presentation Slides
  • Assisting with Risk Assessments
  • Developing and Implementing Follow-up Strategies
  • Tracking Employee Performance
  • Managing Client Onboarding Processes
  • Assisting in Strategic Planning
  • Conducting Market Research
  • Creating Charts and Graphs for Presentation
  • Assisting with Mergers and Acquisitions
  • Supporting Business Development Strategies
  • Facilitating Communication Between Departments
  • Managing Feedback Loops with Clients
  • Drafting Internal Communications
  • Monitoring Competitor Activity
  • Helping with Crisis Management Planning
  • Supporting Sales Team with Documentations
  • Assisting with Technology Troubleshooting
  • Coordinating with Appraisers
  • Developing Marketing Strategies
  • Assisting in Investors Relations
  • Preparing Client Reports and Summaries
  • Collaborating on Policy Updates
  • Preparing for Training Sessions
  • Managing Partnership Communications
  • Implementing New Software Solutions
  • Researching Loan Programs
  • Tracking Industry Certifications and Training
  • Conducting Training Workshops
  • Preparing Risk Management Plans
  • Supporting Compliance Officers
  • Creating Strategic Business Plans
  • Assisting with Customer Retention Strategies
  • Analyzing Client Profiles and Needs
  • Developing Scripts for Client Communication
  • Compiling Data for Marketing Campaigns
  • Tracking Industry News
  • Conducting Employee Training
  • Leading Process Improvement Initiatives
  • Managing Large-Scale Project
  • Coordinating with Title Companies
  • Monitoring Loan Performance Metrics
  • Analyzing Client Satisfaction
  • Researching and Implementing New Tools
  • Managing Digital Marketing Campaigns
  • Preparing Quarterly Business Reviews
  • Conducting Competitor Analysis
  • Facilitating Interdepartmental Communication
  • Assisting with Branding Efforts
  • Supporting Long-Term Strategic Initiatives
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Email help@lenderassistants.com a client relations representative will schedule a 1-on-1 meeting to see how we can help you grow.

Professional Affiliations

Proud professional member of:
National Association of Mortgage Brokers (NAM)
Mortgage Bankers Association (MBA)
National Association of Professional Mortgage Women (NAPMW)
National Association of Hispanic Real Estate Professional (NAHREP)
National Association f=of Independent Housing Professionals (NAIHP)

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