Lending Support That Simplifies the Financing Process
and borrowers can move forward with confidence and keep transactions on track.
Loan Application Assistance
Detailed support in preparing and submitting loan applications. From gathering required documents to reviewing files for accuracy, every step is managed to reduce errors, speed up approvals, and give borrowers the best chance at securing financing.
Pre-Approval Coordination
Coordinate with lenders to secure quick pre-approvals so deals don’t stall. Organized processes ensure clients have verified buying power early, helping real estate transactions move forward efficiently and giving both parties peace of mind.
Proof of Funds & EMD Coordination
Manage proof of funds letters and earnest money deposit tracking to meet strict deadlines. Ensure funds are documented, deposits are recorded, and requirements are met on time so deals progress without avoidable delays or compliance issues.
Lender Communication
Streamlined communication with underwriters, processors, and loan officers to keep applications moving. Regular follow-ups prevent bottlenecks, clarify requirements, and provide transparency so no step in the lending process is overlooked.
Draw Requests & Compliance
Coordinate construction draw requests while reviewing conditions and monitoring compliance requirements. Organized oversight ensures funds are released smoothly, timelines are met, and projects stay financially aligned with lender expectations.
Document Preparation & Audit
Ensure all lending documents are properly prepared, organized, and audited before submission. Minimize risks of rejection or delays by catching errors early and maintaining accurate, compliant files.
Closing Support
Coordinate final steps of the lending process, from verifying cleared conditions to preparing for settlement. Keep both lenders and borrowers aligned so closing day runs smoothly and without unexpected hurdles.
How we work
How We Work
Streamlined virtual lending workflows that simplify documentation, coordination, and closing—so you can fund faster.
Preparation
Gather documents, review requirements, and set up workflows for efficiency.
Coordination
Communicate with lenders, borrowers, and processors to keep steps aligned.
Execution
Manage applications, compliance checks, and proof of funds on time.
Support
Oversee final steps and ensure smooth settlements without delays.
Why Choose Us
Fast, reliable virtual support for smooth lending operations
- Lending-focused VAs with financial process expertise
- Organized workflows that minimize errors and delays
- Seamless communication with lenders, borrowers, and underwriters
- Secure handling of sensitive documents and compliance requirements
OUR tools & technolgies
Powered by Trusted Tools & Platforms
- Loan Management: Calyx Point, Encompass, Floify
- Document Handling: DocuSign, Google Workspace, Dropbox
- Communication: Slack, Zoom, Microsoft Teams
- Compliance & Tracking: Salesforce, HubSpot, Trello
- Reporting: Excel, Google Sheets, Power BI
Frequently Asked Question
Yes. We gather documents, review accuracy, and submit complete files to speed up approvals.
Absolutely. We coordinate with underwriters, processors, and officers to prevent delays.
We track proof of funds letters and earnest money deposits to ensure deadlines are met.
Yes. We monitor requirements and coordinate draw requests to keep projects financially aligned.
Definitely. We manage final conditions and settlement prep so closing runs smoothly.
Ready to streamline your lending process?
Let our VAs handle the details so you can focus on approvals and client relationships.