Mortgage VA | Mortgage Tech & AI Automation Specialist

Overview

Looking for part-time work (6 hours/day)

at $7.45/hour ($1,080.00/month)

Associates degree

Last Active

July 3rd, 2026 (6 days ago)

Member Since

July 12th, 2021

Profile Description

Most mortgage brokers don’t lose opportunities because they lack leads.

They lose opportunities because follow-up, CRM, documents, and backend systems are not organized enough to support the volume.

That’s where I help.

I help mortgage brokers, loan officers, and lending teams build cleaner backend systems through Mortgage VA support, CRM management, workflow automation, AI-assisted processes, SOPs, document tracking, and borrower follow-up systems.

I bring 4+ years of experience in GoHighLevel, CRM workflows, automations, lead tracking, email/SMS campaigns, funnels, forms, calendars, spreadsheets, and backend operations. I also completed a Mortgage VA Masterclass covering mortgage operations, documentation, CRM/LOS workflows, borrower communication, conditions tracking, compliance support, and loan file assistance.

What I Can Support:

CRM & Pipeline Organization
CRM cleanup, contact organization, custom fields, tags, pipeline stages, lead tracking, and follow-up visibility.

Borrower Follow-Up Workflows<8efe80624d780eba0c6493ec45140364>Email/SMS templates, missing document reminders, appointment follow-ups, nurture sequences, and task reminders.

Mortgage Tech & Automation Support
Workflow automations, lead routing, form connections, calendar workflows, CRM updates, and AI-assisted admin systems.

SOPs & Backend Process Documentation
Step-by-step SOPs for lead intake, discovery calls, document collection, CRM updates, borrower communication, and follow-up routines.

Document & Task Tracking
Spreadsheet trackers, Drive/Dropbox organization, file naming structures, pending requirements, and conditions follow-up support.

AI-Assisted Operations
Using tools like ChatGPT, Claude, and NotebookLM to summarize notes, draft emails, organize SOPs, create content workflows, and reduce repetitive admin work.

I am not just focused on completing tasks. I focus on building systems that make daily mortgage operations easier to manage.

My goal is to help you:

-Respond to leads faster
-Follow up more consistently
-Keep borrower communication organized
-Reduce manual admin work
-Improve pipeline visibility
-Create repeatable SOPs
-Keep your backend from becoming messy

If your mortgage business needs a tech-savvy VA who understands CRM, automation, SOPs, and backend workflow support, I’d be happy to help.