Mortgage & Lending Support Virtual Assistant
Loan Files Shouldn't Stall Waiting on Documents
- Borrower documents are collected and followed up on
- One person owns files, status updates, and conditions
- Conditions don’t sit, so loans keep moving to closing
No more rate locks expiring because conditions sat uncollected
4.8/5 avg.
- Leader in Managed Virtual Assistant Services
10,000+ Active Assistants Powering 10,000+ Companies
What Wing Assistants Get Done Every Day
Borrower followed up on outstanding documents. No conditions sitting uncollected.
- Updated in Encompass
Loan status sent to borrower and agent. No status requests left unanswered.
- Updated in LOS
Third-party vendor status checked across active loans. No appraisal or title delays going unnoticed.
- Checked in vendor portal
Pre-closing checklist sent to borrower. No missing items surfacing at closing.
- Sent via Floify
Your Mortgage & Lending Support Virtual Assistant Handles
Document Collection
- Follow up on borrower documents
- Track missing and received items
- Organize and label loan files
Borrower Communication
- Send document requests and reminders
- Provide status updates
- Respond to borrower inquiries
Pipeline Status Tracking
- Update loan status in LOS
- Flag loans at risk of delay
- Keep CRM notes current
Condition Management
- Track conditional approval items
- Follow up on conditions
- Flag items nearing expiration
Third-Party Coordination
- Check appraisal and title status
- Follow up with vendors
- Flag delays before closing
Processor Support
- Prepare and organize loan files
- Send pre-closing checklists
- Coordinate loan handoffs
How it Works
Be as involved (or uninvolved) as you prefer – our expert recruiters will guide you through every step, ensuring a smooth and seamless experience.
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Meet us to discuss
your requirements
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We shortlist talents
for your review
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We interview and
assess candidates
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The perfect Wing Assistant joins your team
Measured Results Across Teams
Real companies. Defined ownership. Measurable outcomes.
Quistem
Needed executive ops owned.
- 25% CEO time reclaimed
- 9 workflows offloaded
- 1,000+ days supported
Cybersecurity Startup
Needed outbound sales owned.
- 2,080+ hours delivered
- 22 sales workflows owned
- Sales system live (2 wks)
Provida Family Medicine
Needed clinic ops streamlined.
- 50% faster admin ops
- 35% fewer billing errors
- 25% faster claims
Idaho Legal Estates
Needed intake owned.
- 100+ hours reclaimed
- 13+ hours saved weekly
- 10 workflows fully owned
My Personal Mentors
Needed revenue stabilized.
- 30+ deals closed monthly
- 3,600+ clients supported
- 48-hr inquiry resolution
Delegate Everything but Leadership.
More Virtual Assistant Services
We offer 25+ distinct plans in sales, marketing, customer service, and other operational areas. We also have dedicated industry-focused services such as Real Estate Assistants, Healthcare Virtual Assistants and E-Commerce Virtual Assistants.
Speak to a Wing Expert and find the right fit for your business.
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Executive AssistantDiscover expert-tier talent to help with presentations, proposals and more
- Sales Development RepEngages with prospects, grows your sales pipeline and drives sales
- Personal AssistantManages your calendar both at work and outside of it
- Real Estate AssistantAll-round help for your property listings
- Top 1% of TalentStart in one function, then expand coverage as the business grows.
- Healthcare AssistantHelps co-ordinate appointments with patients, data-entry and insurance filing
Loan Files Look Active
—Until Conditions Start Stacking Up
You can’t chase documents and originate new loans at the same time. But conditions don’t collect themselves.
Your Wing Virtual Assistant stays inside your LOS and borrower communication until files are complete and loans are moving toward closing.
How Wing Keeps Loan Pipelines Moving
This isn’t a freelancer setup—one virtual assistant stays on your workflow, backed by support, so nothing stalls between the loan officer and closing.
Flexible, No-Commitment Monthly Support
Add support when pipeline volume increases or closing deadlines stack up. Scale back when things stabilize without changing how work gets handled.
NDAs and System-Level Access Control
Your assistant works inside your LOS and borrower communication tools with defined permissions. You control what gets accessed, updated, and submitted.
Secure and Compliance-Ready
Wing is SOC 2–certified and HIPAA-compliant. Data is encrypted in transit and at rest, with restricted and logged access.
Coverage That Doesn't Stall Before Closing
One assistant stays on your workflow day to day. If coverage expands, work continues without re-explaining or losing context.
We Meet Challenging Talent Needs and Ensure Ongoing Success
Our resources and systems are designed to deliver tailored solutions that go beyond the basics, empowering your business to thrive.
Operational Ownership, Powered by the Wing Workspace App
Wing doesn’t just assign an assistant. We run execution through a centralized, human + AI–powered workspace built to keep work moving around the clock.
- Real-time task visibility and status tracking
- Documented workflows with built-in oversight
- Structured handoffs and cross-time-zone continuity
Get it on
App Store
Get it on
Google Play
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Microsoft
Highly Rated by Operations & Leadership Teams
4.5
123 Reviews on Google
4.7
51 Reviews on Capterra
4.8
10 Reviews on Goodfirms
4.8
18 Reviews on Clutch
Hundreds of Stellar Client Reviews
Overall, I have been very pleased with each aspect of hiring my Wing VA. We were looking at a variety of virtual assistant programs; what made us choose Wing was the fact that their talent had specific marketing experience... Working with Wing is seamless. They have a robust platform that makes communicating with our VA incredibly easy. It also helps that they act quickly and are incredibly responsive...
Christine Mulvey
Director of Marketing
charlesgate.com
charlesgate.com
I've had the best VA experience so far after multiple tries. The app is easy to use to communicate and create tasks, there's loads of real-person communication, and my assistant was so capable at MANY things. He was so good that every week I found more things I could take off my plate and all for a low fixed price per month. Great value and it's taken a lot of stress off me.
Kelsey Galarza
Co-founder, Orange Marketing orangemarketing.com
Amazing service! Excellent customer support and the work done by my assistant Kirti S. from Wing is top notch. I’ve enjoyed the help and the genuine personality and willingness to learn. Also a big call out to Maryann U. my customer success manager. She is fantastic and so full of life.
Chris Mullaly
Founder and Managing Partner spiruscapitalpartners.com
Wing is an innovative software-powered interface to virtual assistants. Wing has provided a software-augmented virtual assistant service that's unique in the field. Just as important as the software platform is the quality of their assistants behind the scene. Their ability to organize and run a process of matching our needs with available talent was successful. Wing is easy to use.
Roy Chua
Principal AvidThink avidthink.com
Wing provides exceptional Virtual Assistant services and an accompanying productivity platform. Using Wing has been incredibly beneficial for our business, allowing us to explore some things in far more depth, or scale up some operations more effectively. Some of the benefits far exceed what you might expect from a virtual assistant in terms of capabilities and outside traditional administrative work.
Dylan Schiemann
Co-Founder &CEO
livingspec.com
livingspec.com
What I like best about Wing is the quality and reliability of their virtual assistants. We started with one assistant and were so happy with the experience that we’ve since onboarded additional VAs. I’ve also confidently recommended Wing to colleagues and contacts looking for virtual assistant services. The combination of strong support, trustworthy assistants, and a seamless experience is what sets Wing apart for me.
Marysa C.
Mid-Market (51-1000 emp.)
Mortgage & Lending Support Virtual Assistant Pricing
Choose part-time or full-time support. Bilingual assistance is available if needed.
Either way, one person stays responsible for your work, and nothing sits waiting or comes back half-done.
Full-Time
$1,599/Month
- 160 Hours per month
- Dedicated Mortgage & Lending VA
- Free replacement
- Customer Success Manager
- Rigorous quality control and supervision
- Wing Workspace App
- Your timezone—any hours you want
- Share with colleagues
- Unlimited file sharing/storage
Part-Time
$899/Month
- 80 Hours per month
- Dedicated Mortgage & Lending VA
- Free replacement
- Customer Success Manager
- Rigorous quality control and supervision
- Wing Workspace App
- Your timezone—choose from designated slots
- Sharing is limited
- 10 GB file sharing/storage limit