Fund More Deals.
Stop Chasing Files.
Stop losing your days to document collection, CRM data entry, and manual lender submissions. Hire a specialized Commercial Finance Virtual Assistant to manage your loan files so you can focus on structuring deals and building lender relationships.
Deal_Pipeline
Project: 24-Unit Multifamily RefiDoc Collection
Loan Amount: $4.5M
Missing Guarantor SREO
Scrubbed initial package. Schedule of Real Estate Owned is missing signatures. Sent 2nd reminder to borrower via DocuSign.
Secure Portal
Tax Returns Filed
Proficient in Commercial Finance Stacks
Structure Deals.
Not Folders.
You are the rainmaker. You shouldn't be the one spending three hours politely asking a borrower for their 2022 tax returns for the fourth time. Let a dedicated professional handle the operational friction of loan processing so you can focus on driving revenue.
Document Collection
We ruthlessly chase down borrowers for missing T-12s, rent rolls, personal financial statements (PFS), and tax returns, ensuring your loan file is bulletproof before submission.
CRM Pipeline Hygiene
We keep Pipedrive, Salesforce, or your custom CRM immaculately updated, moving deals through stages, logging notes, and setting follow-up tasks so nothing falls through the cracks.
Lender Portal Data Entry
Stop re-typing the same application data. We take your scrubbed file and manually input the 1003 or commercial application details into various bank and private lender portals.
Application Scrubbing
We act as your first line of defense, reviewing all incoming documents for missing signatures, blurred images, or outdated dates before the underwriter ever sees them.
Rate Sheet Management
We organize and update incoming daily/weekly rate sheets and matrices from your wholesale lending partners so you always quote accurate pricing.
Borrower Status Updates
We send proactive weekly status updates to borrowers and referral partners (CPAs, Realtors) so they aren't constantly calling you to ask "where are we at with the loan?"
Why Choose Sagedoer for Finance Ops?
Managing a freelance VA with access to sensitive borrower PII, tax returns, and banking data is incredibly risky. Access thoroughly vetted operational support through one dedicated manager at no extra charge.
| Feature | Standard Freelance VA | The Secure Choice Sagedoer Managed VA |
|---|---|---|
| Cost Profile | $15 - $35+ per hour (Upwork) | Cost-effective flat hourly rate. Scales with your volume. |
| Industry Knowledge | Requires training on what a T-12, PFS, or DSCR is. | Understands standard loan documents and commercial finance terminology. |
| Data Security (PII) | High risk. Often uses personal computers to download tax returns. | Strict enterprise NDAs, secure workspace protocols, and controlled access. |
| Quality Assurance | You must personally verify they didn't miss a signature on the 1003. | Dedicated Project Manager acts as your QA and single point of contact. |
| Coverage Reliability | If they take a week off, your deals stall in underwriting. | Cross-trained backup coverage ensures zero drop in loan processing. |
Our Ops Workflow
Seamlessly integrate expert support into your loan processing pipeline.
Audit Pipeline
We review your current CRM stages, document collection tools (Floify/ShareFile), and lender submission process to design a delegation plan.
Secure Access
Our project manager configures restricted, role-based access to your systems, ensuring borrower PII and financial data remains secure.
Persistent Execution
Your PM takes charge, ensuring the VA executes follow-ups, scrubs files, and updates pipeline stages accurately every single day.
Pay Only for Output
We charge exclusively for the VA's actual scheduled time. Your dedicated project manager's QA supervision is completely free.
Simple, Transparent Pricing
Flexible support that scales with your deal volume.
Part-Time
20 Hours Per Week
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management QA supervision
- Zero setup or onboarding fees
- No monthly membership charges
Full-Time
40 Hours Per Week
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management QA supervision
- Zero setup or onboarding fees
- No monthly membership charges
Trusted by Commercial Finance Professionals
"Before Sagedoer, I was spending 4 hours a day just asking clients for their updated P&Ls and uploading files to different bank portals. Now my VA handles the entire pipeline prep. My origination volume doubled in 6 months."
David M.
Managing Director (CRE Brokerage)"The biggest bottleneck was scrubbing the initial packages. If a signature was missing, underwriting would kick it back. Having a dedicated VA act as my QA layer has saved me from looking unprofessional to my lenders."
Sarah L.
Principal (Business Capital Advisors)Frequently Asked Questions
Do they understand commercial loan documentation?
Yes. Our finance VAs are trained to recognize and organize standard commercial documentation, including Trailing 12-month financials (T-12), Rent Rolls, Personal Financial Statements (PFS), Schedule of Real Estate Owned (SREO), and standard tax returns. They know what to look for before submitting a package.
Can they handle data entry into different lender portals?
Absolutely. A major bottleneck for brokers is manually re-keying application data into 5 different wholesale lender portals to check rates. Your VA can take a finalized 1003 or commercial app and handle all the manual portal submissions on your behalf.
How do you ensure borrower financial data is secure?
Data security is our top priority. All Sagedoer VAs operate under strict enterprise-grade NDAs. We never download borrower files to local personal drives. We recommend you provide restricted access to a secure cloud environment (like ShareFile, Floify, or Encompass) where the VA works entirely within your controlled infrastructure.
Close the Deal.
We'll Handle the Docs.
Stop losing origination volume to messy pipelines and missing tax returns. Hand over your loan processing ops to our specialized virtual assistants.
Request Ops Support
Strictly confidential. Protected by Sagedoer enterprise security standards.