CLIENT EXAMPLES

Industry virtual assistants for mortgage brokers

Want an example of one of our BrokerVA's
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Harry

Underwriter

BS Finance

Loan Officer Assistant

Dranreb

Processor

BS Engineering

Processor

Khaye

Closer

BS Finance

Specialist

Meet Harry

He is a Loan Officer Assistant at BrokerVA.
He has three primary roles with his client:

High-quality contact follow up

Prequalifies borrowers

Registers and discloses files

Manages contacts: Every day of the week he follows up with a subset of contacts in the client's Bonzo CRM to move them along the pipeline. He has text-based scripts to follow for each day.

Pre-qualifies borrowers: Whenever a new loan application comes in, he is introduced to the clients and is able to text them directly for additional documentation and clarification questions. His SOP is to prequalify the borrowers the same day all the documents and information are collected, and follow up on outstanding items every day. He runs credit, calculates income and sets up the entire file.

Registers, discloses, and sends files to processing: When new contracts come in, he registers, discloses and sends files to the processor the same day.

Other highlights:

Borrower communication is thru text and email

Sends a message every morning when he starts

Sends EOD report of all his tasks for the day

The BrokerVA Processor

The BrokerVA Processor is a full-service, fully trained Processor. They have at least 5 years in industry experience in processing US mortgage loans, are logic and math oriented, and are process driven.

Register loans with any wholesale lender
Run AUS and resolve AUS issues, disclos
Order all third party items (title, HOI, HOA certs, appraisals, VOE's)
Collect all PTD conditions, communicate with underwriting and order the CD
Ensure balancing and funding

Dranreb

Processor

BS Engineering

Processor

Khaye

Closer

BS Finance

Balances CD

Closing

Funding (non-del)

Specialist

The BrokerVA Specialist

The BrokerVA Specialist has the same qualifications and experience as our LOA's and Processors but they are specialized in certain areas. These BrokerVA's are great for larger teams and branches. Roles include:

Pipeline manager
Disclosure desk
Funding desk
Trainer

Our team members can also train to do anything you need like social media follow ups, Canva and graphics, back office and CRM.

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