Frequently Asked Questions


1. What services do you provide for the mortgage industry?

We offer comprehensive virtual assistant support for mortgage professionals, including Pre- processing assistance, document management, client follow-ups, CRM management, pipeline updates, and other back-office administrative tasks. Our team is experienced in working with multiple Loan Origination Systems (LOS) such as Encompass, POINT, Arrive, and other secured product management systems.

2. Are your employees qualified and experienced?

Yes! All our virtual assistants undergo rigorous screening and training. They are highly skilled in mortgage back-office operations, familiar with industry software, and maintain strict adherence to operational protocols.

3. What software systems do you use?

Our team works with the following platforms to ensure seamless service delivery:

  • Microsoft 365 for document and workflow management

  • Encompass, POINT, Arive for LOS operations

  • Secure product management systems for sensitive data handling

4. What is your engagement model?

We provide flexible engagement models for part-time or dedicated full-time VA support, tailored to your business needs. Each partnership is designed to scale as your workload grows.

5. Do you have a minimum volume to partner with you?

No strict minimum. Our services are scalable, making them ideal for both small broker offices and larger mortgage companies.

6. Do you have on-shore operation centers?

Yes, we maintain on-shore operations to ensure seamless communication and support for U.S.-based clients. Our team is fully trained to comply with local regulations and industry standards.

7. Do you have experience working with LOS systems?

Absolutely. Our team has hands-on experience with multiple LOS platforms including Encompass, POINT, Arive, and other secured mortgage systems.

8. What are your data security policies?

Confidentiality and data security are the cornerstones of our operations. Our policies include:

  • Non-Disclosure Agreements (NDA): We encourage mutual NDAs with all clients.

  • Privacy and confidentiality: All client information is securely stored, processed, and never shared without permission.

  • Secure systems: Firewalls, anti-virus protection, limited internet access, dual-monitor workstations, and restricted external drives.

  • Document security: 128-bit AES encrypted data transfers, stored on secure U.S.-based servers with restricted user access.

9. What are your service timings and how is work controlled?

Our services are flexible and aligned with client requirements. We provide detailed reporting, task tracking, and regular updates to ensure full transparency and control over our work.

10. What are the benefits of outsourcing mortgage front-end & back-office tasks to your team?

  • Reduces operational costs

  • Scales workforce based on demand

  • Provides access to experienced professionals without recruitment overhead

  • Increases efficiency with secure, organized workflows

  • Ensures compliance with data security and industry standards

11. How do you ensure the privacy of my information?

We take client data privacy seriously:

  • Personal information (name, email, phone, company) is used solely for service delivery.

  • We never sell, share, or distribute personal info without consent.

  • Cookies are used only to improve service, not to access sensitive data.

  • GDPR compliance is maintained for EU clients.

  • Links to third-party websites are provided for convenience; we are not responsible for their privacy practices.

12. How do you secure your workstations and data servers?

  • Workstations: Paperless dual-monitor setup, no external drives, limited internet access, firewall and anti-virus protection.

  • Data servers: Secure online storage with 128-bit AES encryption, hosted in the U.S., restricted access, monitored continuously.

  • Employee credibility: Strict vetting, NDA agreements, and continual security checks.