Extend Your Team
Mortgage virtual assistants and managed teams for lenders and brokers
Mortgage lenders, brokers, and branches that want either a dedicated loan officer assistant or a managed document-processing/post-closing team, and solo LOs or branches closing roughly 8-28 loans a month who fit the packaged subscription plan.
At a glance.
- Support model
- Dedicated virtual assistants, managed service teams, and a subscription loan-officer plan
- Commitment
- Month-to-month on subscription plan; other terms not published
- Starting price
- Custom pricing
- Price basis
- No public pricing found
- Talent geography
- Philippines indicated (job-board presence); confirm directly
What stands out, and what still needs checking.
Three distinct mortgage offerings: dedicated mortgage VAs/loan officer assistants, managed operations teams (document processing, post-closing, borrower communication, intake desks), and a packaged subscription VA plan for loan officers. · The subscription plan is unusually well-specified for the niche: six named non-regulated tasks (document collection, CRM entry, calendar management, referral outreach, social scheduling, post-close review requests), month-to-month, sized for shops closing 8-28 loans a month, with a 10% grace buffer, dedicated point of contact, and structured onboarding (agency-stated). · Explicit non-licensed scoping on the subscription plan ("no mortgage license required," tasks listed as non-regulated). · Senior-positioned talent: assistants average 5-15 years of experience per the homepage, behind a proprietary five-step vetting process (agency-stated). · Full back-office wrapper: compliance, payroll, and HR support handled by the company (agency-stated). · Loan officer recruiting service through an exclusive partnership with MVP Execs · a genuinely differentiated adjacent offer for mortgage bankers and brokers.
No qualifying independent review-platform record with verifiable reviews found as of 2026-09-17 (Outsource Accelerator and virtualassistantassistant.com are directories/aggregators, not review platforms). · No published pricing anywhere, including the headline subscription plan. · Vendor metrics unaudited: 99% retention, 40-60% cost reduction vs entry-level US employees, and a case study of building a 187-person fintech support team in 30 days at 52% lower cost (no client named). · Talent geography not disclosed on the site; Philippines delivery inferred from job-board presence. · Mortgage is one vertical of a generalist high-growth staffing company, not a mortgage-exclusive specialist.
The subscription plan's actual price bands by loan volume; what the 10% grace buffer covers; dedicated-VA pricing and minimum terms; where assistants are located and their hours; borrower-PII safeguards and GLBA handling; which subscription tasks are excluded as licensed activity; references from lenders of the buyer's size.
What we found and where it came from.
7 claims
Dedicated mortgage virtual assistants/loan officer assistants covering borrower communication, loan setup and processing support, document collection, CRM and pipeline management, disclosures support, and post-closing; plus managed teams for document processing, post-closing, borrower communication, and intake desks.
"The first subscription VA service built for loan officers" - six non-regulated tasks, one flat monthly plan sized to loan volume, month-to-month, for solo LOs and branches closing 8-28 loans/month, 10% grace buffer, dedicated point of contact, structured onboarding. No price published.
Exclusive partnership with MVP Execs providing a managed loan-officer recruitment engine for mortgage bankers and brokers.
Virtual assistants average 5-15 years of experience behind a proprietary five-step vetting process ("Smart Talent System"); US-based executive team; 99% retention claim.
40-60% staffing-cost reduction vs entry-level US employees; case study of a 187-person fintech customer-support team built in 30 days at 52% lower operational cost (client unnamed).
Philippine delivery indicated by the company's Jobstreet Philippines employer profile; not disclosed on the marketing site.
No rate card, packages, or dollar figures published on the reviewed pages, including the /pricing URL.
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