Mortgage Virtual Assistants
Expert Mortgage Virtual Assistants Empowered By An AI Co-Pilot Trained On Your Business To 5X VA Productivity.
Our Mortgage Virtual Assistants Work Exclusively For You!
Stop Chasing Conditions—Free Up Your Loan Production with a Mortgage VA
Every “pending condition” email and missing doc chase steals hours from your originations. Our Mortgage VAs own your condition logs, client reminders and status updates—eliminating hold-ups and giving you back the time to win more business.
Who Needs Mortgage Virtual Assistants?
Mortgage Brokers & Lenders — balancing dozens of loan files, rate locks and borrower calls
Loan Officers — needing support to keep pipelines current and clients engaged
Bank Mortgage Departments — requiring consistent back-office help for high-volume processing
Refinance Specialists — overwhelmed by documentation, compliance checks and status updates
Wholesale & Correspondent Lenders — seeking reliable VA support for batch processing and reporting
What Can Our Mortgage Virtual Assistants Do?
Below is a list of key tasks our Mortgage VAs can handle for your business.
- Loan Pipeline Management
Track application stages, update status notes, and move each file smoothly toward closing.
- Document Preparation & Verification
Collect, format and verify income, asset and credit documents to ensure every package is complete.
- CRM & Database Maintenance
Keep your Encompass, Calyx or Salesforce records accurate—manage contacts, tags, reminders and deal stages.
- Client Follow-Up & Appointment Scheduling
Qualify leads, book rate-lock reviews, appraisal appointments and closing disclosures—and send timely reminders.
- Pre-Approval & Pre-Qualification Support
Generate pre-approval letters, verify credit scores and income documentation, helping prospects move faster.
- Underwriting Coordination & Status Updates
Liaise with underwriters, submit additional info, monitor conditions and keep borrowers informed at every step.
- Reporting & Compliance Support
Prepare HUD statements, compliance checklists and weekly pipeline reports so you stay audit-ready.
X Virtual Assistant Services
Hire a Virtual Assistant for Admin, Marketing, Sales, Customer Support & More.
Executive Assistants
Manage your calendar, email inbox, meetings, completes tasks, follow ups, travel, and reservations—so you stay organized, on time, and focused on high-level work.
Sales & Lead Generation
Your XVA handles cold calling, lead qualifying, appointment setting, skip tracing, CRM management, and text/email outreach—so you can close more, faster.
Customer Support
Deliver 5-star service to your clients with a trained XVA who handles calls, emails, chats, tickets, and follow-ups using your tone and tools.
Administrative Assistant
Delegate data entry, inbox cleanup, file management, scheduling, organization, and task follow-through—without missing a beat.
Marketing & Social Media
Your XVA manages social media, runs ads, creates content, responds to DMs, and helps grow your online presence—so your brand stays active and visible daily.
Accounting & Bookkeeping
Stay on top of invoicing, expense tracking, reports, reconciliation & more so you can focus on growth.
Why Choose X Virtual Assistants?
Delegate With Confidence
Your X Virtual Assistant (XVA) is powered by a custom AI built specifically for your business—so they complete tasks faster, with fewer errors and less time spent training, freeing you to focus on growth.
The X Factor
We handpick the Top 1% of Virtual Assistants—highly skilled & experienced, accent-neutral, confident, and professional—so you get exceptional results from day one.
Perfect Fit Guarantee
Our rigorous screening, matching, and training ensures you’ll "Match" with your XVA. But if for any reason it’s just not the right fit, we’ll replace them—at no additional cost.
What's It Like Hiring X Virtual Assistants?
Barbara R.
Insurance Agent, Allstate
My executive VA handles lead outreach, emails, and scheduling. I’m writing about 30% more business with way less stress and admin work..
Steve W.
CEO - PFC
Between vendor calls, venue coordination, and constant travel, I needed serious support. My XVA stepped in and now handles it all—so I can focus on growing the brand globally.
Tracy G.
Realtor - EXP Realty
I used to miss calls and follow-ups constantly. Now my XVA keeps every lead warm, every showing scheduled, and every email answered.
Why Our X Virtual Assistants Are 5X More Productive
Our AI-Empowered X Virtual Assistants Work Smarter, Faster, & More Efficiently.
- AI-Powered Productivity - Your XVA is backed by a custom-trained AI that knows your business. From SOPs to tools, they get the answers they need fast—so they execute without bottlenecks.
- Industry-Specific Expertise – Our X Virtual Assistants are matched on your needs and industry so they can start making an impact from day one.
- Matched Talent in the Top 1% - We only hire high-performance professionals—no beginners or gig workers. Then we pair you with your ideal match based on your tools, leadership style, and workflow.
- Scalable & Flexible Hiring – Month to month, no hiring headaches—just reliable support as needed.
- Performance That Scales With You - We provide your assistant with ongoing training, coaching, and AI updates—so they stay sharp, grow with your business, and remain 5X more productive than traditional hires.
Love Your VA or We Replace Them Free
We’re confident you’ll love your XVA—handpicked from the top 1% and trained for your business. But if it’s not the perfect fit, we’ll replace them at no cost—no stress, no questions asked.
Simple, Transparent Pricing
X Virtual Assistant
$1,975/Month
Equivalent to a $5,000/month in-house hire—with zero overhead or HR headaches.
YOUR X VIRTUAL ASSISTANT
5X MORE PRODUCTIVE
TO HELP YOU GROW
Have A Question?
Save 20+ Hours Per Week
If you don't have an assistant...YOU are the assistant!
You’re not supposed to be stuck doing admin work.
Hire smarter and buy back your time.
How much do you value your time?
Every hour you spend on admin tasks is an hour you're not closing deals, building strategy, or growing your company.
Hiring an XVA gives you back 80% of your time spent on admin tasks to focus on the 20% high-impact tasks—and finally step into the role of CEO, not assistant.
Frequently Asked
Questions
If this is your first time exploring virtual assistant services, you likely have some questions. Discover our most commonly asked questions here or feel free to contact us using any method below!
How does the X Virtual Assistant hiring process work?
It’s fast, easy, and tailored to your needs. After a quick discovery call, we match you with a fully trained, AI-empowered XVA within 24–48 hours. We handle all the screening, skills testing, and onboarding—so you don’t have to. You simply plug them in and start delegating.
What can an XVA actually do for my business?
Everything from inbox and calendar management to lead generation, customer support, reporting, social media, bookkeeping, CRM updates, and more. Whether you’re a solo founder or leading a team, your XVA frees up your time and handles the busy work that slows you down.
What makes your X Virtual Assistants different from others?
We only hire the top 1% of applicants—and then we go further. Every XVA is trained on AI, certified in productivity systems, and matched to your specific business needs. They’re not generalists—they’re elite-level support staff backed by automation, advanced training, and human support.
How are your VAs 5X more productive than traditional hires?
It comes down to three things:
Elite Talent – We only hire highly skilled, accent-neutral, detail-oriented VAs.
AI Empowerment – We build a private, business-trained AI to guide them.
Workflow Systems – Every XVA is trained in efficiency, automation, and daily performance tracking.
Result: They get more done, make fewer mistakes, and need less supervision.
How does the AI actually help my Virtual Assistant?
Think of it like a second brain—trained specifically on your business. Your AI gives your XVA instant answers to SOPs, tools, templates, and even step-by-step software guides. No need to explain things twice or waste hours on retraining. Tasks get done faster, with better accuracy.
Do you build a custom AI just for my business?
Yes. During onboarding, our AI team builds a personalized GPT trained on your docs, tools, tone, and workflows. It becomes a 24/7 knowledge base for your XVA—helping them complete tasks up to 5X faster and with fewer errors.
How fast can I get started with an XVA?
Most clients are matched within 24–48 hours. Once matched, we begin onboarding and AI setup immediately. You can delegate your first tasks within a few days—with no long ramp-up or confusion.
What kind of businesses do you typically support?
We work with fast-growing U.S. startups, agencies, real estate teams, health practices, e-commerce brands, and small business owners who need reliable, full-time support. If you need to scale without hiring in-house, we’re built for you.
How much does an XVA cost per month?
Our flat-rate pricing is $1,975/month for full-time support—160 hours per month, no hidden fees. That’s over 80% less than hiring a U.S. employee and delivers 5X the output thanks to our AI-powered systems.
Do you offer part-time or hourly plans?
At XVA, we believe your business deserves our full focus. That’s why each of our Virtual Assistants is dedicated exclusively to one client — you. No split shifts or divided attention — just full-time, loyal support that drives real, long-term growth
Do I need to train my Virtual Assistant myself?
Nope. We handle it for you. Your XVA comes pre-trained on business tools, communication standards, and AI productivity. Plus, during onboarding, we train them on your specific systems using a custom-built AI knowledge base. You delegate, they execute.
What if I don’t have SOPs or documentation for tasks?
That’s totally fine. Our team can help you extract key workflows, and we’ll train both your XVA and the AI using your existing tools, preferences, and voice. You don’t need to prepare documents—we build the structure for you.
Will my XVA be trained on my tools and software?
Yes. Your XVA will be trained on the exact tools you use—from CRMs and inboxes to project management platforms, scheduling apps, and industry software. If needed, your custom AI will also guide them step-by-step inside your tools.
What if the VA isn’t the right fit for my company?
We offer a 30-day satisfaction guarantee. If your XVA isn’t a perfect match, we’ll provide additional training or replace them—fast and free. You’re never stuck. We take full responsibility for making the match work.
How do I communicate with my XVA daily?
However you prefer—Slack, Zoom, email, text, or your CRM. Your XVA adapts to your preferred tools and routines, and can even manage your calendar, inbox, and daily standups to stay aligned.
How do you track my XVA’s performance and hours?
We use advanced time tracking, daily check-ins, and AI-generated activity reports. You’ll see what’s been done, what’s pending, and where your time is being saved—without micromanaging.
What are your data security and privacy practices?
All XVAs work through secure logins, 2FA, VPNs, and NDA-backed protocols. We use tools like LastPass or Bitwarden to manage credentials safely, and our AI is hosted securely with strict privacy access.
Are there long-term contracts?
None. We offer simple, flat-rate monthly pricing with no lock-ins, and no surprises. You can cancel, pause, or upgrade anytime.
What kind of support do I get after I’m matched?
You get ongoing access to our client success team, AI engineers, and performance managers. We provide strategy support, training resources, and check-ins to ensure your XVA keeps leveling up.
Why should I choose X Virtual Assistants over hiring in-house or working with freelancers?
We combine the dedication of a full-time hire with the speed of AI and the structure of a managed solution. You save 80% on costs, get 5X more output, avoid the hiring/training hassle, and scale faster—with none of the overhead.
Build your perfect remote team TODAY!
Schedule a quick call with us, and we’ll explore how an X Virtual Assistant can help you grow.