Professional, trustworthy, and competent is how I would describe Virtual Assistants at Wishup. In just a few months, they've really impressed me with their services and made my life much easier.
Pranay Gupta
Co-Founder - 91Springboards
Hire a Virtual Assistant for Mortgage Brokers Starting at $1,299/month
ZillowCalyxUWM
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
Tasks You Can Outsource to Our Non-Licensed Mortgage Broker Virtual Assistant
Delegate non-core work to your mortgage virtual assistant and get 100+ tasks done in hours
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
You get a VA who’s done this before and done it well
Start delegating tasks in 60 minutes to your VA
These Stories Prove We Understand Your Business Inside-Out
Mortgage teams, real estate groups, and property managers - we’ve done it all
Why Hire Virtual Assistant for Mortgage Broker from Wishup?
Top 0.1% of virtual assistants. Pre-vetted, trained in 120+ tools, and skilled in 200+ tasks.
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.
Hire a Mortgage Broker Virtual Assistant Skilled in 120+ Tools
From LOS platforms to AI-driven automation, our VAs bring expertise across 70+ AI tools and 50+ no-code solutions
Zillow
Pull listing data and track buyer and seller leads
Calyx
Set up loan files and process applications in Calyx
UWM
Submit and track loans in UWM's broker portal
ARIVE
Move loans from application to closing faster
Encompass
Update loan files, conditions and milestones
DocMagic
Prepare disclosures and closing documents on time
Class Valuation
Order appraisals and chase report status
LendingPad
Keep pipelines, docs and borrower updates current
6 Reasons We’re the Uncontested Leader in VA Services
Best choice
Freelance Platforms
Wishup
Other VA Companies
Onboarding Time & Availability
Up to 3 weeks (waitlist)
60 minutes (always available)
1 to 2 weeks (waitlist)
Talent Quality & Training
Unclear (No training)
0.1% (Trained in 120+ nocode/AI tools)
1% (Pre-vetted only)
Dedicated Account Manager & VA Knowledge Transfer
❌ No
Yes
❌ No
VA Interview Success
❗No success data
90%+ pass rate
❌ No interviews
Free Bookkeeper + Business Tools (Apploye, Pipedrive, etc.)
❌ No
Free Bookkeeper ($500) + Tools ($500)
❌ No
Rated & Recommended by Clients Worldwide
Our clients say it best. Read how our VAs support their daily operations
I never considered hiring a virtual assistant for my business but Wishup was different, my virtual assistant exceeded expectations! It is more affordable than I thought and the help she provides on a daily basis is incredible!
Lance Rodela
Founder & CEO - Shift Health Inc. (Y Combinator S19)
Throughout the day, I just drop WhatsApp voice notes like, 'Hey, please send an email to so-and-so…' and it's done. That mental load is off my head and into a system I trust. At the end of the day, I have 20 drafted emails ready to review, 90% perfect.
TA McCann
MD - Pioneer Square Labs, Angel Investor, Serial Entrepreneur (Startups acquired by Google & BlackBerry)
They have been efficient, productive, and always willing to go the extra mile. Since partnering with Wishup, we've experienced a significant improvement in our overall efficiency.
Dr. Aleksandra Gajer
Founder - The Gajer Practice
I appreciate the value a Wishup VA can bring to a business. The VAs of Wishup are very understanding and well trained in multiple skillsets, making them indispensable.
Niels Van De Bergh
Growth Consultant - Growth-Mechanics
Utilizing a remote admin workforce has saved us money by making sure all our physical spaces are used for billable services.
Trish O'Brian
Pediatric Occupational Therapist & Owner - Springboard Therapy Practice
These knowledge workers are so smart, educated, and articulate and also seek clarification to understand me as an individual and what I'm looking for. They are also very talented as critical thinkers.
Deb Coviello
Founder - Illumination Partners, LLC
I couldn't be more thrilled with my Wishup VA. It took me a few weeks to get the time to organize the work to assign initially, but it's been the best business decision for me this year.
Andrew McDermott
Founder - Convia Media
Working with Wishup has given our small and rapidly growing business the ability to move faster while simultaneously freeing up many hours a week. As a result, we can now focus on our strategy.
Jason Gorman
Founder and Managing Partner - Jackrabbit LX
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.