Mortgage Virtual Assistant

Keep files moving and borrowers informed. Your mortgage VA supports doc collection, LOS updates, status calls, and milestone reminders.

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Mortgage Virtual Assistant managing loan files and documentation

Trusted by Leading Mortgage Companies

Certified by industry leaders and trusted by mortgage professionals across the US

Our Mortgage VA Workflow Process

Comprehensive support across the entire loan lifecycle—from pre-qualification to post-closing QC

Loan Setup & Processing

Document organization
LOS cleanliness
Lender registration (for non-del)
Initial disclosures
COC's (Change of Circumstance)
Appraisal ordering
Initial submission review

Closing and Funding

Closing disclosure
CD balancing
Doc drawing
Funding conditions
Warehouse line registration

Post-Closing and QC

Trailing documentation
Finalizing LOS final figures
File stacking
Audit preparation

Pre-Qualification Checklist

Review pre-qualification documentation
Ensure complete income, asset, credit, and property documents
Confirm 1003 completeness
AUS run

We Work With Your Tech Stack

Some of our client's tools. Our mortgage VAs have hands-on experience with the exact systems your company uses daily. Click on any tool to learn more.

Calyx

UWM

United Wholesale Mortgage

ARIVE

DocMagic

Encompass

CLASS VALUATION

LendingPad

Rocket Mortgage

Flōify

Pre-Qualification Support

Our mortgage VAs handle pre-qualification documentation review and ensure your loan files are ready for processing from day one.

Review pre-qualification documentation

Ensure complete income, asset, credit, and property documents

Confirm 1003 completeness

AUS run (Automated Underwriting System)

Use Cases

Your mortgage VA handles the coordination that keeps your loan pipeline moving.

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Loan File Setup

Loan file setup and doc checklists

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Document Collection

Borrower and partner outreach for missing docs

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LOS Updates

LOS updates and conditions tracking

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Status Communications

Status calls/emails and calendar coordination

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Pipeline Summaries

Weekly pipeline summaries for LO/processor teams

Why Ocean VA

Operational expertise that keeps deals moving and clients delighted.

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Dedicated Teammate

Aligned to your preferences and tools, working as an extension of your team

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Bilingual English-Spanish

English-Spanish support for customer and vendor communications

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Flat Monthly Pricing

Starting at $1,300/mo - no surprises, no lock-ins

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American-Owned Operations

Security, continuity support, and reliable service you can trust

Ready to save on time & up to 70% on costs?

Find the time that works best for you & book a FREE discovery call today.

Ocean Virtual Assistant Solutions

30 min
Video Call or Phone Call

Outcomes You Can Expect

Real results that improve your mortgage operations.

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Fewer Stalled Files

Fewer stalled files and clearer status

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Better Experience

Better borrower experience

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More Time to Originate

More time for loan officers to originate

Transparent Pricing — No Startup Fees

We don't hide our pricing—we believe in transparency. One simple plan—scale up or down anytime.

Full Time Plan

Starting at:

$1,300/ monthly

40 hours/week

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No Startup Fee
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No Lock-In Contract
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Flat Monthly Fee
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No Additional Fees Ever
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No Cost VA Replacements
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No Equipment Expense
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No PTO Expense
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No HR Issues

Get Started

Need fewer hours? Ask about our Part-Time plan

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Compare: Full-time US employee costs $40K-60K/year + benefits

In-house Employee: $40,000-$60,000/year + benefits (~$50,000-$75,000 total)

Ocean VA Full-Time: $15,600/year

Your Savings: $24,000-$44,000/year (60-70%)

Calculate Your Savings →

Frequently Asked Questions

VAs collect borrower docs, update LOS/CRM records, track conditions, coordinate with title/appraisal, manage status updates, and schedule calls.

We follow strict data-security practices with principle-of-least-access, NDA/SOP adherence, secure tools, and audit-friendly workflows.