Delegate non-core work to your mortgage virtual assistant and get 100+ tasks done in hours
Collect, name, and organize income, asset, credit, and property docs; verify completeness and stacking so your underwriter receives clean, ready-to-review packages.
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.
Run checklist reviews for disclosures, signatures, and trailing documents; match closing instructions and ensure files are complete for audits.
Assemble non-licensed portions of closing docs, balance checklists, confirm parties and dates, and hand off for licensed finalization and delivery.
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.
Request missing pay stubs, bank statements, IDs, and signatures; confirm receipt and upload to the file with time-stamped notes for full transparency.
Book calls and milestones with borrowers, lenders, realtors, title, and insurance; send confirmations and calendars to keep all parties aligned.
Order appraisals, track status, obtain title commitments, clear routine items, and upload reports-administrative coordination only, no legal advice.
Compile status snapshots, turn-time metrics, doc aging, and condition counts; surface bottlenecks so brokers can prioritize and close faster.
Mortgage teams, real estate groups, and property managers - we’ve done it all
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.
From LOS platforms to AI-driven automation, our VAs bring expertise across 70+ AI tools and 50+ no-code solutions
From LOS platforms to AI-driven automation, our VAs bring expertise across 70+ AI tools and 50+ no-code solutions
Our clients say it best. Read how our VAs support their daily operations
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. I have been able to delegate lots of administrative work and have a good amount of time to work on other serious concerns. I will highly recommend the services provided by Wishup.
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! I get more work done with my VA helping me with important tasks like email management, calendaring, bookkeeping and much more. Highly recommended for any tech founder trying to balance time and productivity.
My EA helps turn my yearly goals into an hour-by-hour schedule. 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. That workflow is incredibly powerful. It's not something Siri can do, it takes a human.
Wishup's VA has successfully handled a variety of tasks for us, including email marketing, social media management, managing contractor/vendor communication, and handling administrative tasks. 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. Our VA has freed up our time to focus on providing our clients with the best possible care.
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.
We have found the Wishup VAs to be a key part of our team at Springboard Pediatric Therapy. Utilizing a remote admin workforce has saved us money by making sure all our physical spaces are used for billable services and created an environment that has all the right, positive and happy therapy vibes.
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.
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.
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. The Wishup team will be a significant contributing factor to our future success.
Good people are hard to find. Finding and keeping a really good admin was a challenge for us. Wishup provided an experienced admin and even trained them on topics and software specific to our business.
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.
