Top-tier Partnerships that Fuel Growth








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
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?
Expertise Across Industries
Our Virtual Assistants have hands-on experience in 55+ industries, so they quickly understand your business.
Virtual Assistants with 99 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.
Hire a Mortgage Broker Virtual Assistant Skilled in 120+ Tools

6 Reasons We’re the Uncontested Leader in VA Services
6 Reasons We’re the Uncontested Leader in VA Services
Onboarding Time & Availability
Healthcare Experience
HIPAA Awareness
Tool Knowledge
Replacement & Money-Back
Business Tools (Apploye, Pipedrive, Hiring Credits, etc.)
Other Services Offered by Wishup Virtual Assistants
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!

