Get more leads & loans approved

On-demand access to a full-stack team with specific competencies and skill levels — so you can focus on high-impact work

Register your interest
Talk to our Customer Experience team

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.

Register your interest

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.

Loved by the companies we work for:

“I was just reviewing our KPIs this morning and wanted to let you know what a fantastic job you’re doing.”

Andrew Farnham, Independent Music

“Leah is an amazing problem-solver. She has already created processes and is making the business run ways better than the way it was before.”

Adrienne, Second Chance Credit

“Super impressed with her work. Her accuracy and attention to detail is amazing.”

Adam, ProxyRack
“Love, love, love the newsletter… This is probably one of the best newsletters we’ve ever sent out with formatting and graphics.”
Heather, VGentle
“Ryan is an absolute rockstar. Not only is he extremely talented, he’s reliable. I can’t sing his praises enough.”
Ab Rost, STP LLC

“Camille is doing awesome! You can tell she has the experience for the role.”

Paula, UDT Online
“Von is very proactive, shows initiative, and requires minimal instruction to get going. He has been an excellent addition to the team.”
Breyel Black, Queenhood