Streamline Your Mortgage Operations with a Dedicated Virtual Admin Assistant
Our GetNinja Virtual Assistants provide end-to-end estimating and takeoff support for General Contractors and Subcontractors—specializing in Civil, MEP, HVAC, Roofing, and more. They can work with tools like PlanSwift, Bluebeam, or be trained on the estimating software of your choice. From organizing bid documents to preparing detailed takeoffs and RFIs, our VAs help you stay competitive, save time, and focus on growing your business.
- Save up to 160 hrs/mo
- Flat monthly pricing
- CRM & Phone included
A Mortgage Assistant is a remote professional who supports brokers, loan officers, and lending teams by managing essential tasks throughout the loan process. They handle responsibilities such as organizing mortgage files, collecting and tracking documents, scheduling client meetings, updating CRMs, and ensuring compliance with lending requirements. By taking on these time-consuming duties, mortgage assistants free up professionals to focus on building client relationships, structuring loans, and closing deals more efficiently.
What is a GetNinja Mortgage Virtual Assistant
Why Hire GetNinja Mortgage Virtual Assistants?
Prepares Loan Applications
Collects borrower details and organizes financial documents to ensure accurate and timely submissions.
Manages Client Communication
Coordinates calls, emails, and schedules to keep clients informed at every step of the mortgage process.
Coordinates with Lenders
Works with banks, brokers, and underwriters to resolve issues and move applications forward efficiently.
Reviews Financial Documents
Verifies income, credit history, and asset records to support accurate and fair mortgage qualification.
Tracks Deadlines
Monitors application stages, approval timelines, and closing dates to prevent costly delays or missed milestones.
Supports Compliance
Ensures forms meet legal requirements and industry regulations to reduce risk and avoid processing errors.
Core Services Offered by GetNinjaMortgage Virtual Assistants?
CRM & Pipeline Management
Using tools like Jungo CRM, Salesforce, and Encompass, your VA updates leads, tracks loan files, and ensures smooth pipeline progress.
Document & Compliance Support
With Floify, Encompass, and Calyx Point, your VA collects missing paperwork, verifies accuracy, and checks compliance before submission.
Meeting & Calendar Support
Through Google Calendar, Outlook, or Calendly, your VA books client meetings, coordinates with partners, and sends timely reminders.
Email & Communication Support
Using Outlook, Gmail, or CRM systems, your VA organizes the inbox, replies to routine inquiries, and ensures quick client responses.
Why Choose GetNinjaMortgage Virtual Assistants?
Our VAs understand mortgage processes inside and out—managing loan files, gathering documents, and supporting smooth transactions.
Skilled in Encompass, Calyx Point, Floify, Jungo CRM, and LendingPad, they integrate seamlessly into your workflow for faster, more accurate results.
With attention to detail, our assistants help reduce errors, ensure compliance, and keep every loan file audit-ready.
Each VA is guided by our coaching system and admin oversight, giving you confidence that tasks are always handled professionally.
Whether you’re a solo loan officer or a growing brokerage, our services expand with your client volume and seasonal demands.
Save time and costs compared to hiring in-house while still receiving expert-level mortgage admin support.
Who Can Benefit from A Mortgage Virtual Assistants?
- Mortgage Brokers
Focus more on building client relationships and closing loans while your VA manages document collection, pipeline updates, and CRM tracking. Mortgage brokers can streamline operations, reduce administrative stress, and keep deals moving smoothly.
- Loan Officers
Spend more time advising clients and less time buried in paperwork. With the help of a mortgage VA, loan officers can track applications, follow up on missing items, and ensure timely communication with borrowers and lenders.
- Lending Teams & Firms
Enhance team efficiency by delegating repetitive tasks such as compliance checks, scheduling, and data entry. Mortgage VAs integrate seamlessly with tools like Encompass and Calyx Point, keeping operations organized and compliant.
- Real Estate Agents
Provide added value to clients by partnering with a mortgage VA who can coordinate with lenders, prepare documents, and track financing milestones. Agents benefit from smoother transactions and fewer delays in the closing process.
Testimonial
Sucess Stories
Real words from real clients. Pulled from recent Get Ninja engagements.
Frequently Asked Questions
Our FAQs section addresses the most common questions about our mortgage virtual assistant services, giving you clarity on how we can support your lending process. From document management and compliance checks to CRM updates and client communication, we outline exactly what our assistants can do. If you need more details, our team is always available to provide personalized guidance.
Mortgage VAs are trained in the specific workflows and compliance standards of the mortgage industry. They understand industry jargon, tools, and the importance of document accuracy and client confidentiality.
Yes! While our VAs come trained in popular tools, they are flexible and fast learners. We’ll support any additional training you may require for your custom systems.
Absolutely. We offer flexible scheduling and can assign a VA to work in your preferred time zone for seamless collaboration.
You can communicate via email, Slack, Zoom, Microsoft Teams, or any platform you prefer. We tailor communication to your needs.
Yes. All our VAs sign strict confidentiality agreements and are trained in data security best practices. Your information is always protected.