Скачать или смотреть 🏡 Remote Leverage Review: Swift Mortgage Company (faster pre-quals, cleaner files)

At Remote Leverage https://remoteleverage.com, we help lenders hire top-tier, English-speaking VAs—fast. In this client review, Swift Mortgage Company shares how a dedicated VA took over lead intake, doc chase, realtor updates, and LOS hygiene—so the team could focus on borrowers and closings.

What you’ll hear in this review

Why they chose Remote Leverage (quality talent, clear process, fast turnaround)

Onboarding plan: role scorecard, SOPs, secure access, weekly KPIs

Results: quicker pre-qual timelines, fewer file fall-offs, cleaner notes, happier partners

Common tasks a Mortgage VA can own (with licensed supervision)

Lead intake & pre-qual questionnaire; route to LO/processor

Doc collection & chase: W-2s, pay stubs, bank statements, VOE/VOI requests

1003 application assistance (data entry), conditions checklist, milestone updates

Realtor/borrower updates, appointment scheduling, inbox/calendar/CRM (Jungo/Shape)

LOS/portal hygiene (Encompass, Calyx Point, Blend/Floify) and pipeline reports

VAs do not quote rates, pull credit, or give loan advice.

Why Remote Leverage

Hire direct. No recurring fees.

6-month replacement guarantee

Client-facing, English-speaking talent vetted for professionalism

Next steps

Comment “REVIEW” for our Loan Intake & Doc-Chase SOP + Realtor Update template.

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