TandemSourcing
The virtual assistant company built exclusively for mortgage and real estate
Independent loan officers, mortgage brokers, branch managers, and real estate teams that want an assistant pre-trained on loan-file and transaction workflows - contract-to-close, conditions, CRM, borrower communication - rather than a generalist VA.
At a glance.
- Support model
- Recruited, trained, and managed dedicated virtual assistants
- Commitment
- Not published
- Starting price
- Custom pricing
- Price basis
- No public pricing found
- Talent geography
- Philippines and Latin America (per job listings; confirm)
What stands out, and what still needs checking.
Exclusivity: mortgage and real estate only, with eight named mortgage roles (loan partner, processor assistant, mortgage CRM manager, mortgage marketing assistant, client care coordinator, pre-approval coordinator, mortgage operations assistant) and seven real estate roles. · Operator origin: the company says it was built by mortgage professionals out of their own mortgage business, and trains VAs on the systems it uses internally (agency-stated). · Concrete outcome language: lead response under 60 seconds, 100% checklist compliance on contract-to-close, weekly pipeline updates and service targets, start in 7-10 days (all agency-stated service targets, not guarantees). · Named agency-hosted case study: ASCEND Lending, with named quotes and before/after figures (founders' hours 50 to 20 per week; ~$35k/yr labor savings on the first seat, based on client-shared numbers).
No qualifying independent review-platform record found as of 2026-09-17. · No published pricing, contracts, or replacement terms; the only cost figure is one client's anecdote. · Very young brand with a thin footprint: no LinkedIn company page resolved, and independent traces are limited to the company's own job listings on Jobstore (Philippines) and Mexican job boards (TandemSourcing LLC). · "Built by mortgage operators" claim is not further substantiated on the site · founders are not named. · Headquarters and legal entity location are not published on the marketing site.
Full fee schedule and any minimum term; replacement guarantee and timeline; founder identities and the relationship to ASCEND Lending; talent geography per role; data-security and GLBA handling for borrower PII; whether the 60-second response and checklist-compliance targets are contractual; current mortgage client references beyond the single case study.
What we found and where it came from.
7 claims
Recruits, trains, and manages virtual assistants exclusively for mortgage and real estate companies; Tandem manages quality and retention while clients direct the work.
Eight mortgage roles listed - loan partner, processor assistant, mortgage CRM manager, mortgage marketing assistant, client care coordinator, pre-approval coordinator, mortgage operations assistant - covering application-to-funding support, document collection, conditions, pipeline, and borrower communication.
Lead response under 60 seconds, 100% checklist compliance on contract-to-close, start in as little as 7-10 days, weekly pipeline updates. Unaudited targets, not guarantees.
"Built by mortgage professionals" who train VAs on the systems used in their own mortgage business; founders not named on the site.
ASCEND Lending first-seat results - founders' hours from 50 to 20 per week, VA cost ~$25k/yr vs ~$60k/yr prior US assistant (~$35k savings), 30-40 hours/week relieved - with named quotes from Caitlyn Marcell and Stephen Page. Client-shared figures, agency-hosted.
Company job listings show a Philippines VA role (Jobstore) and a bilingual Spanish/English remote role in Mexico under "TandemSourcing LLC," indicating Philippines and Latin American hiring; not stated on the marketing site.
No rate card, packages, or hourly figures published anywhere on the reviewed site.
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