Keep Your Loan Officers Closing.
Let Us Handle the Dialing.
Stop wasting your top producers' time on cold outreach and voicemail drops. Hire a specialized Virtual Assistant to pound the phones, scrub trigger leads, reactivate past clients for cash-out refis, and warm-transfer pre-screened borrowers directly to your desk.
Trusted by Top-Producing Loan Officers & Branch Managers
Outbound Dialing & Intake
You Quote the Rates. We Mine the Leads.
An MLO making 200 cold dials a day is wasting their license. Our offshore Virtual Assistants operate as your dedicated Front-Line Intake Team, filtering the noise and transferring only qualified, interested borrowers.
Speed-to-Lead Dialing
Calling inbound internet leads, Zillow inquiries, or LendingTree forms within 5 minutes of receipt. We beat the competition to the punch and secure the initial conversation.
Database Reactivation
Pounding your CRM of past clients when rates drop. We run targeted campaigns offering Annual Mortgage Reviews to uncover Cash-Out, HELOC, or Rate/Term opportunities.
Trigger Lead Triage
When a past client's credit is pulled by another lender, our VAs instantly jump on the phone to intercept the deal, retaining your portfolio before they sign elsewhere.
1003 Pre-Screening
Without acting as licensed originators, VAs gather essential intake data: estimated home value, current balance, credit score estimate, and loan purpose, updating the CRM.
Live Warm Transfers
Once intent is established, the VA puts the borrower on brief hold, summarizes the file to you, and executes a seamless "Warm Transfer" so you can pitch rates and lock the loan.
Document Chasing
Following up relentlessly via phone, text, and email to collect missing W-2s, paystubs, bank statements, and IDs to keep the file moving smoothly to processing.
Compliance & Licensing Disclaimer: Sagedoer Virtual Assistants act exclusively in an administrative and intake capacity. They do not quote interest rates, discuss specific loan terms, negotiate rates, or take official mortgage applications, ensuring full compliance with the SAFE Act and state lending regulations.
An MLO Should Only Speak to Interested Borrowers.
Every minute your Loan Officer spends leaving voicemails, listening to busy signals, or dealing with unqualified leads is a minute they aren't structuring loans or building Realtor referral partnerships. Reclaim their pipeline.
Maximize Dialer Efficiency
Our VAs can plug into Mojo, PhoneBurner, or Velocify and execute 300-400 dials a day, filtering through the "No's" to find the "Yes's".
Consistent Calendar Fill
Wake up to a calendar full of booked discovery calls with pre-screened homeowners looking for cash-out refis or debt consolidation.
Dramatically Lower CPA
Paying an in-house assistant $25/hr + benefits to dial is expensive. Our offshore VAs deliver the exact same call volume at a fraction of the overhead.
Outreach VA
How We Deploy Your Dialing Team
A structured onboarding process ensures your VA understands your scripts, target avatars, and CRM logic.
Tech & Script Setup
We provide the VA access to your dialer (Mojo/Velocify) and practice your exact Refi and Cash-Out scripts.
Database Action
VA begins pounding the phones, tackling trigger leads, dead leads, and past clients based on your priority list.
Pre-Screening
When a lead shows interest, the VA collects basic info (LTV, FICO estimate, goal) without giving licensed advice.
Warm Handoff
The VA executes a live warm transfer to your LO, or books the appointment directly onto their calendar.
Scale Your Pipeline affordably.
Simple flat-rate pricing based on hours dialed. No hidden fees or complex commission splits.
Est. $560 USD / Month (4 Weeks)
- Ideal for solo Loan Officers
- Trigger lead response & database calls
- Appointment setting & CRM updates
- Zero setup or onboarding fees
- Fluent English speakers
Est. $960 USD / Month (4 Weeks)
- Perfect for busy Brokers & Branches
- High-volume outbound predictive dialing
- Live Warm Transfers to Loan Officers
- Document chasing (1003 follow-ups)
- Dedicated Account Manager included
Frequently Asked Questions
Common questions from Branch Managers and Brokers.
Are your VAs licensed Loan Officers?
No. Our VAs act strictly in an administrative, lead-generation, and intake capacity. They do not quote rates or negotiate loan terms, keeping you fully compliant with state and federal lending laws.
How is their English proficiency?
We strictly vet for neutral accents and high English fluency. Because they are on the phones all day representing your brokerage, clear communication is our top priority during the hiring phase.
What dialers or CRMs do they use?
Our VAs are adaptable and work within your existing tech stack. Common platforms include Velocify, Jungo (Salesforce), Mojo Dialer, PhoneBurner, BNTouch, and RingCentral.
How do "Warm Transfers" work?
When the VA identifies an interested borrower, they place them on a brief hold, call your direct line to summarize the borrower's intent (e.g., "$50k cash-out, 720 FICO"), and seamlessly bridge the call.
Stop Leaving Deals on the Table.
Submit your requirements below, and let our Project Managers match you with a dedicated, high-energy Refinance Outreach Virtual Assistant.
Consult with Sagedoer
Tell us about your dialer setup, call volume goals, and current bottlenecks.