What Is a Mortgage Virtual Assistant & How They Streamline Your Workflow

In a business where timing, precision, and compliance matter most, every mortgage professional hits the same wall: too much admin work, not enough time for deals. That’s where a Mortgage Virtual Assistant (VA) steps in.

At BrokerVA, our Mortgage VAs are trained to take over the non-borrower-facing work that eats up your team's day—everything from file setup to post-close QC—so your team can stay focused on clients and closings.

What Does a Mortgage Virtual Assistant Do?

Loan Setup & Pre-Review: Organizing borrower docs, running AUS, and preparing files for submission.

Disclosure Prep: Drafting and reviewing disclosure packages.

LOS & CRM Management: Keeping your systems updated with accurate borrower and loan data.

Closing Support: Tracking funding docs, balancing CDs, and coordinating title paperwork.

Post-Close QC: Stacking files, preparing audit packages, and clearing conditions.

These tasks are essential, repeatable, and time-consuming—making them ideal to delegate.

Benefits of a Mortgage VA

Save 60–70% on staffing costs

Speed up file movement across the pipeline

Keep loan officers focused on sales and strategy

Reduce errors and compliance risk with trained, licensed VAs

Scale your team without increasing headcount

At BrokerVA, all VAs are licensed or operate under a licensed branch in 25+ states. They’re also onboarded by a dedicated HeadVA who ensures alignment with your systems, lenders, and workflow.