Virtual assistants for
Virtual Assistants for Mortgage Brokers and Loan Officers
Less admin. More of the work that pays.
A mortgage virtual assistant handles the administrative side of a loan pipeline: borrower document collection, file organization, status updates to borrowers and referral partners, CRM and LOS administration in tools like Encompass, Arive, Floify, and Jungo, and pre-approval and closing logistics. Loan advice, pricing, and origination stay with the licensed loan officer.
A loan officer's income is made on conversations and lost on paperwork. Every hour spent chasing a bank statement or updating a realtor is an hour not spent originating. Our mortgage VAs run the document and communication side of your pipeline inside your LOS and CRM, under the licensed officer's direction.
Managed by VA Hub PRO. Fast replacement at no extra cost.
Updated
The VA Hub PRO model
We work inside the tools you already use
DocuSign
Not on the list? We learn it. Your VA is trained on your specific setup during onboarding.
What we actually do
What our mortgage VAs handle
Borrower document collection
Needs lists sent, documents chased, uploaded and organized to your checklist.
Pipeline updates
LOS and CRM statuses kept current so every file shows where it really is.
Borrower communication
Status updates and next-step reminders in your voice, escalations to the LO.
Referral partner updates
Realtors and referral sources kept informed at each milestone, automatically and personally.
Pre-approval logistics
Applications completed from intake, authorizations gathered, files packaged for the LO.
Closing coordination
Dates confirmed, conditions tracked, parties reminded until funded.
Lead follow-up
Inbound inquiries answered fast, appointments booked, nurture sequences run in your CRM.
Database nurture
Past clients touched on anniversary and rate triggers you set, logged in your CRM.
Licensed work stays licensed
Mortgage is regulated at every step. Your VA never takes an application as the originator, quotes rates, discusses loan options, or advises a borrower. They collect, organize, update, and remind, so the licensed loan officer spends their time on the conversations that require the license. NMLS rules and your compliance team define the line; our SOPs enforce it.
Software we work in
Your VA works inside your LOS, point-of-sale, and CRM.
- Loan origination: Encompass, Arive, LendingPad, and your point-of-sale (Floify, Blend)
- CRM and follow-up: Jungo, GoHighLevel, Follow Up Boss, Total Expert
- Documents and signatures: your POS portal, DocuSign, Google Workspace or Microsoft 365
- Communication: your LOS email and text tools, in your voice
Your first 30 days
- Week 1: LOS and CRM access under your permissions; needs-list templates, status scripts, and escalation rules documented
- Week 2: your VA runs document collection and borrower updates live, with the LO reviewing every message
- Weeks 3 and 4: referral-partner updates and lead follow-up added; the weekly pipeline report starts
Where the line is
A mortgage VA does not originate, quote, structure, or advise. They do not take applications as the originator or discuss rates, programs, or terms with borrowers. Everything they handle is administrative, and everything that needs the license goes to the loan officer.
Mortgage brokers and loan officers
Is this you?
Here is what you get.
Who this service is for
- Loan officers doing their own document chasing at night
- Brokers whose processor is drowning in status calls
- Teams that want every realtor updated without the LO making the call
- Branches standardizing pre-approval and closing logistics
What is included
- A mortgage-admin-trained VA under confidentiality agreement
- Needs-list, status-update, and closing SOPs documented for your shop
- LOS and CRM kept accurate and current
- Weekly pipeline and outstanding-conditions reporting
- Management and fast replacement by VA Hub PRO
Meet your operator
One accountable operator, backed by our team.
You are not renting hours. You are handing off a result to an assistant who owns it, trained before day one, working inside your software, and managed by VA Hub PRO so you never manage a freelancer again.
Vetted and background checked
Trained on AI tools and GoHighLevel before day one
Managed and quality-reviewed by VA Hub PRO
Replaced fast at no extra cost if it is not a fit
Every operator is
- Background checked and under confidentiality agreement
- Trained on AI tools and GoHighLevel before day one
- Fluent English, clear in writing and on the phone
- One accountable operator, backed by the VA Hub PRO team
- Managed and quality-reviewed, replaced fast if it is not a fit
Simple, managed pricing
Flat monthly plans, not per-task billing. Every plan includes vetting, training, day-to-day management, and fast replacement at no extra cost.
Part-time
$1,200/mo
20 hours per week
Full-time
$2,000/mo
40 hours per week
Managed by VA Hub PRO. Fast replacement at no extra cost.
Frequently asked questions
What does a mortgage virtual assistant do?
A mortgage virtual assistant handles borrower document collection, file organization, pipeline and CRM updates, borrower and referral-partner communication, pre-approval logistics, and closing coordination in tools like Encompass, Arive, Floify, and Jungo. Advice, pricing, and origination stay with the licensed loan officer.
Can a VA act as a loan processor?
A VA can run the administrative side of processing: collecting and organizing documents, tracking conditions, and updating statuses and parties. Whether they can carry more depends on your lender's rules and your compliance policy, which we scope with you. Licensed activities always stay with the LO.
How do you handle borrower data and privacy?
Access is limited to the files and modules the role needs, through your LOS and CRM permissions and a password manager you control. Assistants are background checked and under confidentiality agreement, and your compliance team can audit activity in your systems.
Which LOS and CRM platforms do your VAs know?
Encompass, Arive, LendingPad, Floify, and Blend on the origination side; Jungo, GoHighLevel, Follow Up Boss, and Total Expert for follow-up. Your VA learns your specific setup during onboarding.
Can they keep my realtors updated?
Yes. Milestone updates to referral partners on every file, in your voice and on your schedule, are one of the highest-value tasks a mortgage VA runs. Realtors who always know where their buyer's loan stands keep sending buyers.
Can the VA follow up with leads?
Yes, within your compliance rules: fast first response to inbound inquiries, appointments booked on your calendar, and nurture sequences run in your CRM. Any conversation about rates, programs, or qualification is handed to the LO.
How quickly can a mortgage VA start?
Usually within about a week of the discovery call. Operators are trained on CRM and follow-up systems before placement, so onboarding is about your LOS, your checklists, and your compliance rules rather than the basics.
How much does a mortgage VA cost?
VA Hub PRO runs on flat monthly plans, not per-task billing. Part-time is $1,200 per month for 20 hours a week and full-time is $2,000 per month for 40 hours. Every plan is managed: we vet, train, and supervise your assistant, and replace them at no extra cost if it is not the right fit.
Ready to hand this off?
Book a discovery call. We will map what you should delegate, what should be automated, and what it costs. No pitch you did not ask for.
Managed by VA Hub PRO. Fast replacement at no extra cost.
Discovery call this week. Your operator usually starts within about a week after.