1. Toronto, Canada
Toronto Eaton Centre
250 Yonge Street, Suite 2201
Toronto, Ontario M5B 2L7
Metro Manila, Philippines
Paragon Plaza, Lower Ground Floor
162 Epifanio De Los Santos Ave.
Mandaluyong City, Philippines
Tel: 1-800-356-5520 Fax: 1-800-311-4001
Email: info@tasknetwork.ca
TaskNetwork.ca
MORTGAGE VIRTUAL ASSISTANT
• Save Time & Money
• Skilled Offshore Workforce
• Security, Privacy &
Confidentiality
• Scalable & Flexible
• Superior Technology
• Satisfaction Guaranteed
$7.90 / HR
Mortgage Process Management:
• Preliminary application data entry
to Filogix
• Client document preparation for signing:
disclosure, application form, mortgage
commitment, mortgage life insurance,
amortization schedule, customer consent
form etc.
• Collecting and managing all supporting
documentation from your client (purchase
and sale agreement, MLS listing, income
documents, down payment confirmation,
void cheque etc.)
• General review of supporting documentation
• Organizing and converting documentation
to PDF
• Submitting documentation to the lender
for review
• Following-up with and updating the lender,
lawyer, underwriter, credit administrator,
client, appraisal company, referral source,
realtor etc.
• Ordering appraisals
• Ensuring file is “broker complete” within
SLA
• Uploading supporting documentation to
your brokerage
• Preparing brokerage application checklist
for commission payment
Deal Status Confirmation:
• Confirming with the lender that the file
is complete
• Confirming with the lender that the
instructions have been sent to the
solicitor
• Confirming with the solicitor that
instructions have been received
• Confirming with the client that the
documents have been signed at the
solicitor’s office
• Closing day follow-up with the
solicitor/lender/funding department
• Confirming funds have been received
Administrative Support:
• Call answer and voice support
• Lead management and follow-up
• Update and manage customer contacts,
referral partners, and lender database
• Ensure database is “CASL” compliant
• Email management
• Schedule management
• Marketing and sales support
• Social media management
• Customer retention management
• Payroll and commission support
• Customer service support
Outsource your administrative work and stress to us,
so you can focus on sales and revenue-generating tasks!
Your full-time dedicated virtual assistant can assist you with the following tasks: