Stop Chasing Docs.
Start Closing Loans.
Focus on origination and realtor relationships. Let our pre-vetted Virtual Assistants handle the processing, conditions, and CRM management.
⚡ Instant Match
We select VAs familiar with US mortgage workflows from our bench.
🛡️ Supervised Daily
Includes a FREE Project Manager to ensure nothing slips through the cracks.
💰 Maximize ROI
Reduce overhead by 50%. Expert help starts at just $6/hr.
Loan Support & Admin Tasks
Your VA handles the busy work so you can focus on borrowers.
Document Collection
Chase down pay stubs, W2s, and bank statements from borrowers (stipulations).
LOS Data Entry
Input data into Encompass, Calyx, or Arive to prepare files for underwriting.
CRM Management
Update pipeline status, manage drip campaigns, and schedule follow-ups with leads.
Order Third-Party
Coordinate appraisals, title work, and insurance verifications efficiently.
Calendar & Scheduling
Book closing appointments and meetings with referral partners.
Marketing Support
Create flyers for open houses, post on social media, and manage email newsletters.
The SageDoer Advantage
Why Mortgage Brokers choose our "Managed VA" model.
Pre-Vetted Talent
We select candidates who understand the urgency of rate locks and closing dates.
Free Supervision
A dedicated Project Manager oversees your VA daily at no extra cost to you.
Backup System
If your VA is out, we provide backup support so loan files don't stall.
Daily Reports
Receive a clear summary of files touched and tasks completed every day.
Transparent Pricing
Scale your loan volume without bloating your payroll.
Part-Time
Ideal for solo brokers needing admin help.
- 20 Hours / Week
- Dedicated Mortgage VA
- Free Project Manager
- Daily Activity Reporting
Full-Time
For high-volume teams & processing support.
- 40 Hours / Week
- Dedicated Mortgage VA
- Free Project Manager
- Daily Activity Reporting
Deployment Process
Share Requirements
Tell us your LOS (Encompass, etc.) and specific support needs.
Match
We assign a qualified VA from our pool. No long interview process.
Onboarding
Our PM helps setup access to your CRM and loan files securely.
Growth
Your VA handles the processing tasks; you focus on origination.
Frequently Asked Questions
Can they work in my specific LOS (Encompass, Calyx, etc.)?
Yes. We match you with VAs who have general data entry experience. You will need to provide them with access and a walkthrough of your specific workflow, but our Project Manager ensures they learn quickly and follow your SOPs.
Is my client data secure?
Security is our priority. We recommend using LastPass or similar tools for access. Our Project Managers monitor activity to ensure data is handled professionally and only during working hours.
Can they call borrowers directly?
Yes. They can handle outbound calls for document collection or lead follow-ups. We ensure they have a good command of English to represent your brand professionally.
Do I have to pay extra for the Project Manager?
No. The Project Manager is "Complimentary Dedicated Supervision" included in your hourly rate. They act as your point of contact and quality assurance lead.
Close More Loans, Do Less Paperwork
Get a dedicated Mortgage VA + a Project Manager today.
Get Started Now