Get $1,000 Benefits — Free Bookkeeper ($500) + Business Tools ($500)

Get $1,000 Benefits — Free Bookkeeper ($500) + Business Tools ($500)

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Unlimited 1:1 Consulation

Hire a Virtual Assistant for Mortgage Brokers Starting at $1299/m

Delegate pre-underwriting prep, loan origination support, pre- & post-funding audits, and other non-core tasks

Onboard in 60 Minutes
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Top-tier Partnerships that Fuel Growth

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What Happens When Mortgage Brokers Let Go (with Wishup)

75%

Cost Savings vs Local Processors

150%

Loan Processing Capacity

4.8/5

Average Client Satisfaction Rate

Our clients say it best. Read how our VAs support their daily operations

Rated & Recommended by Clients Worldwide

Delegate non-core work to your mortgage virtual assistant and get 100+ tasks done in hours

Tasks You Can Outsource to Our Non-Licensed Mortgage Broker Virtual Assistant

Pre-Underwriting File Preparation

Collect, name, and organize income, asset, credit, and property docs; verify completeness and stacking so your underwriter receives clean, ready-to-review packages.

LOS Data Entry & Hygiene

Enter borrower data in your LOS, attach docs, keep fields accurate, and maintain milestone dates so files stay audit-ready and easy for licensed staff to review.

Pre- & Post-Funding QC Checklists

Run checklist reviews for disclosures, signatures, and trailing documents; match closing instructions and ensure files are complete for audits.

Closing Package Preparation

Assemble non-licensed portions of closing docs, balance checklists, confirm parties and dates, and hand off for licensed finalization and delivery.

CRM & Pipeline Updates

Update contact records, track loan stages, note conditions, and trigger task reminders so no lead, file, or follow-up slips through the cracks. Delegate and get started.

Client Document Follow-Ups

Request missing pay stubs, bank statements, IDs, and signatures; confirm receipt and upload to the file with time-stamped notes for full transparency.

Scheduling & Coordination

Book calls and milestones with borrowers, lenders, realtors, title, and insurance; send confirmations and calendars to keep all parties aligned.

Appraisal & Title Coordination

Order appraisals, track status, obtain title commitments, clear routine items, and upload reports—administrative coordination only, no legal advice.

Weekly Pipeline & KPI Reports

Compile status snapshots, turn-time metrics, doc aging, and condition counts; surface bottlenecks so brokers can prioritize and close faster.

Hiring Elite Talent Has Never Been This Simple

1

Discuss your daily challenges and long-term goals

Mortgage teams, real estate groups, and property managers — we’ve done it all

These Stories Prove We Understand Your Business Inside-Out

Top 0.1% of virtual assistants. Pre-vetted, trained in 120+ tools, and skilled in 200+ tasks.

Why Hire Virtual Assistant for Mortgage Broker from Wishup?

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Expertise Across Industries

Our Virtual Assistants have hands-on experience in 55+ industries, so they quickly understand your business.

Virtual Assistants with 99.9 Percentile Score

You get a fast-learning, highly capable professional who can handle complex tasks with accuracy

7 Day Money-Back Guarantee

If you’re not completely satisfied with your VA, we’ll refund your money — no questions asked.

6 Reasons We’re the Uncontested Leader in VA Services

Onboarding Time & Availability
Talent Quality & Training
Dedicated Account Manager & VA Knowledge Transfer
VA Interview Success
Replacement & Money-Back
Free Bookkeeper + Business Tools (Apploye, Pipedrive, etc.)
Wishup
60 minutes (always available)
0.1% (Trained in 120+ nocode/AI tools)
✅ Yes
✅ 90%+ pass rate
✅ Yes
✅ Free Bookkeeper ($500) + Tools ($500)
Freelance Platforms
Up to 3 weeks (waitlist)
Unclear (No training)
❌ No
❗No success data
❌ No
❌ No
Other VA Companies
1 to 2 weeks (waitlist)
1% (Pre-vetted only)
❌ No
❌ No interviews
❌ No
❌ No

6 Reasons We’re the Uncontested Leader in VA Services

Onboarding Time & Availability

Wishup60 minutes (always available)
Freelance PlatformsUp to 3 weeks (waitlist)
Other VA Companies1 to 2 weeks (waitlist)

Talent Quality & Training

Wishup0.1% (Trained in 120+ nocode/AI tools)
Freelance PlatformsUnclear (No training)
Other VA Companies1% (Pre-vetted only)

Dedicated Account Manager & VA Knowledge Transfer

Wishup✅ Yes
Freelance Platforms❌ No
Other VA Companies❌ No

VA Interview Success

Wishup✅ 90%+ pass rate
Freelance Platforms❗No success data
Other VA Companies❌ No interviews

Replacement & Money-Back

Wishup✅ Yes
Freelance Platforms❌ No
Other VA Companies❌ No

Free Bookkeeper + Business Tools (Apploye, Pipedrive, etc.)

Wishup✅ Free Bookkeeper ($500) + Tools ($500)
Freelance Platforms❌ No
Other VA Companies❌ No

Other Services Offered by Wishup Virtual Assistants

View All Services

Manage Your Workforce Easily

Provide real-time feedback, manage projects, hire top-tier talent and get EOD reports—all from one app. Download the App Now!

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FAQs About Virtual Assistant for Mortgage Brokers

You can onboard a VA within 60 minutes and start assigning work immediately.

All our virtual assistants sign a comprehensive Non-Disclosure Agreement (NDA) upon joining, reinforcing our commitment to secure, compliant, and ethical handling of sensitive data.

Yes, we offer custom hiring options, including a part-time virtual assistant for mortgage brokers (20 hours/week at $1299) and a full-time VA (40 hours/week at $1999).

Absolutely. Our services are designed for seamless scalability to match the growth of your operations. You can scale up or down easily whenever you need.

Anyone running a brokerage service, big or small, is eligible to get a virtual assistant. A VA would be a valuable addition to their team, helping them perform routine tasks and reducing their workload.

You have a few options: 1. Shift the VA’s Role. 2. End the Contract: Virtual assistants typically work on flexible contracts, so you won’t be locked in long-term unless you've agreed to a permanent arrangement. 3. Re-skill or Transition the VA: This could be anything from email marketing to customer service, depending on their skills.