The Virtual Assistant Built for Mortgage Brokers and Lending Offices

A VRA mortgage and lending VA handles borrower communication and follow-up, appointment scheduling and calendar management, CRM and pipeline database management, invoicing and reporting support, general admin support, and social media and marketing campaign support — the day-to-day workload of a busy lending office, without touching sensitive loan file work.

No. VRA’s mortgage and lending virtual assistants provide administrative and marketing support only — scheduling, CRM management, borrower follow-up, and marketing campaigns. They do not log into a Loan Origination System (LOS), and do not collect, view or store sensitive borrower data such as Social Security numbers, credit reports, or loan file documents.

VRA is not SOC 2 certified. SOC 2 is generally scoped to vendors who handle sensitive borrower data inside systems like a Loan Origination System, and VRA’s mortgage assistants are not given LOS access — they don’t collect, view or store Social Security numbers, credit reports or loan file documents. Access and permissions are set by you and can be revoked at any time, and every engagement is backed by VRA’s $1 million Errors & Omissions insurance policy. Whether that satisfies your vendor management policy is your call to make.

That is what the check-ins are for. If a 14, 30, 60 or 90-day check-in surfaces a skill your office needs, VRA gives your assistant access to the matching course and trains them in it — so you keep the person who already knows your pipeline instead of starting over with someone new.

Both. A VRA assistant works the same way for a solo mortgage broker as for a multi-person lending office — borrower follow-up, pipeline admin, scheduling and marketing, under your direction. Smaller brokerages often get more out of it, because there is nobody else absorbing the admin. Pricing does not change with the size of the office: $1,500 a month full-time or $800 part-time, flat.

It is the unlicensed half of that role. A VRA assistant does the administrative and marketing work a loan officer assistant does — loan pipeline tracking, borrower follow-up and appointment scheduling, referral partner communication, CRM hygiene, invoicing and reporting. What they do not do is the licensed half: no taking applications, no collecting income, asset or credit details, no LOS access, and no underwriting or condition-clearing work. Every VRA mortgage assistant completes a four-module program that includes compliance boundaries for unlicensed staff, so that line is trained rather than assumed. The full comparison is here.

Once you select your assistant, they can start within 24 hours of selection. Before that, matching begins with the Needs Assessment and a DISC and Keller Personality Assessment on every candidate, and you interview the ones we put forward. An assistant reaches 90% proficiency in your systems within 5 business days of starting with you.

$1,500 a month for a full-time assistant at 40 hours a week, and $800 a month for part-time at 20 hours. It is a flat monthly rate rather than an hourly one, with no hidden fees and no upcharge for industry specialization. The rate covers reserved hours, matching and onboarding, and check-ins at 14, 30, 60 and 90 days, and if the fit is wrong you can swap in a different assistant at any point at no extra cost.

Mostly by who else is in the queue. Where assistants are shared across several clients, your work waits behind theirs, and turnaround depends on how busy the pool is that week. VRA places one assistant with one office, and a full-time assistant works for you exclusively, so the limit is the hours you reserve rather than someone else’s backlog. Coverage runs standard US business hours on a schedule you set, with evenings and overnight available on request at the same rate and no after-hours upcharge.

Part-time exists for exactly this. $800 a month covers 20 hours a week and $1,500 covers 40, flat, with the same matching process and the same trained assistant either way. An office can start at twenty hours against one busy season, and increased coverage is available at any time.