Bespoke, all-around solutions for the mortgage industry
The mortgage industry is equal parts about people and paperwork. Building relationships and closing contracts — but also gathering documents, looking up credit scores, processing files for underwriting, and so on. And because a large segment of the industry is commission-based, competition is fierce.
A common paradox for those in the industry is how to scale the business when time is tied up taking care of existing clients.
If you had more time to focus on high-impact work like meeting people, networking at local events, or getting to know the lenders better — could you close more deals? Absolutely. And time is exactly what we’re offering.
Mortgage back-office, done for you
Delegate what you shouldn’t be doing, what you don’t like doing, and what you’re not very good at — so you can do the things that only you can do best.
General Office Management
Repetitive administrative and receptionist tasks that can be delegated to a General Virtual Assistant
Inbox and calendar management
Meeting and event reservations
Loading new applications into the CRM
Sorting and filing documents
Transcription of meeting recordings
Customer Support
Client-facing and industry-specific tasks that call for the skills and experience of a Customer Experience Specialist
Customer support on chat, email and phone
Following up with clients on documents
Following up on passed loans
Organizing receipts and disbursements
Calling the bank to monitor status of loan
Marketing & Creative
Collaborative work between a Graphic Designer, Web Developer, Marketing Specialist, et al
Creating and managing online content
Email marketing and newsletter
Designing brochures, flyers, presentations
Editing photo and video content
Website updates
Brokers
Processors
Underwriters
Escrow Officers
Getting Started
1. Choose a service plan
Each plan we offer includes a fixed number of hours that your Cloud team will work on your account. Every 30 days, those hours are replenished. Any unused time will roll over for 30 days. You can add time a la carte or upgrade your plan at any time.
3. Onboard your team
The best part? A team leader will manage your team. No need to deal with five or six different people. Just onboard your team leader, and she’ll onboard everyone else.
2. Build your team
We’ll ask you to fill out a “Getting Started” questionnaire so we can match your functions with the right people. You’ll have the opportunity to interview your team members, and add or switch roles as your needs change.
4. Start delegating
Start delegating tasks to your team leader. Once you sign up, you’ll have access to our project management platform, where you can view tasks, time spent on your account, what’s next on the list of deliverables. You can add tasks and give feedback in real time.
Not ready to sign up today? Talk to our Customer Experience team
FAQs
How involved will I be?
During the first 30 days, we recommend a high level of involvement from you to facilitate knowledge transfer, as well as build rapport and loyalty with your crew. Think of it as compounding interest — the more time you invest upfront in training and process building, the less time will be required for ongoing management. Beyond that, be as much or as little involved as you want to be. You can simply sign off on the final output, or you can be hands-on at every stage.
What if the work volume fluctuates?
Each role in your team has flexible hours. If the volume is high, team overtime is uncapped. If the volume is low, unused hours will rollover into the next billing cycle.
