Virtual Employees for your business
Services
Loan Servicing Activities

The Loan Servicing Associate is responsible for managing a variety of duties necessary for the effective loan servicing like custodial matters, managing loan portal etc. Our VAs are also trained to handle back office and organizational tasks. They can manage Emails/Calendars, Updating records, prepare documents and schedule appointments.

  1. Taking care of investors accounts
  2. Asset approval for new loans
  3. Funds transfer with current custodial
  4. Documents for funds transfer and other formalities
  1. Adding new leads/investors to CRM
  2. Creating email campaigns
  3. Crating separate groups for loans
  4. Tracking status via follow ups and reminders
  1. Drafting borrower related loan docs –
    1. Platform License Agreement,
    2. Memorandum,
    3. Loan Agreement,
    4. Operating Agreement,
    5. Deed of Trust, and,
    6. Promissory Note
  2. Drafting investor related documents –
    1. Note Purhase Agreement,
    2. Notes, and
    3. Banking information forms
  3. Creating templates for necessary documents
  1. Creating/managing listings
  2. Updating investor’s records
  3. Pulling out investor list
  4. Sending documents for e-signature
  5. Sending reminders for signing the documents
  1. Handling investor related queries
  2. Work on new leads
  3. Sending proposal to clients
  4. Managing calendar of clients
  5. Scheduling meetings
  1. Creating and sending investor statement
  2. Creating and sending borrower statement
  3. Payoff calculations
  4. Updating banking information
  1. Sending follow up emails via LI
  2. Adding connections and endorse skills

Our Services comes with listed Features

  • A dedicated business-class virtual assistant
  • Your VA has 7+ years in their field of expertise
  • Meeting your assistant before deciding to sign up
  • Private dashboard to track your hours
  • Access to our entire team for specialist tasks
  • Upgrade, downgrade or cancel at any time
  • A trained backup to cover vacations or sickness
  • Your VA integrated into your team and systems
  • No extra charge for additional users
  • No hidden fees or add-ons
  • Direct access to your VA
  • 100% satisfaction guarantee