Move loan files forward without burning out your processors.
Dedicated, non-licensed assistants who collect documents, track conditions, update your LOS and keep borrowers and agents informed — so your licensed team stays on the work that requires them.
A loan file is a relay race of paperwork.
Between application and closing, a loan file passes through dozens of hands and hundreds of documents. Pay stubs, bank statements, VOEs, appraisal orders, title, insurance, conditions from underwriting — each one needs requesting, receiving, naming, checking against a list and following up. When a processor carries too many files, the bottleneck is rarely skill. It is the volume of chasing.
An ExecWing assistant takes the administrative side of the file. They work from your checklists inside your loan origination system, request missing items, label and upload documents, track conditions, order third-party services you authorize and send status updates to borrowers, agents and loan officers using your templates.
The line between administrative support and licensed activity matters in lending. Our assistants do not take applications, discuss rates or terms, or offer or negotiate loans. Those are activities governed by the SAFE Act and state licensing rules, and they stay with your licensed loan originators.
Tasks your assistant owns
Document collection
- Send needs lists and borrower reminders
- Label, stack and upload documents to the LOS
- Check documents against your checklist for completeness
- Track expirations on statements and pay stubs
Pipeline & conditions
- Maintain the pipeline report your team reviews daily
- Track underwriting conditions and owners
- Order appraisals, title and VOEs you approve
- Coordinate closing dates with title and agents
Communication
- Status emails to borrowers and agents from templates
- Calendar management for loan officers
- CRM updates for past-client and referral follow-up
- Post-close document chasing and filing
Tools
Your assistant works in your accounts, under your access policies.
Roles that fit
- Processing assistant supporting licensed processors
- Loan officer assistant (non-licensed tasks)
- Post-closing and trailing-document coordinator
- Marketing and CRM assistant for referral partners
Compliance notes
Assistants perform clerical and support duties only. They do not take loan applications, quote or discuss rates or terms, or offer or negotiate loans — activities that require licensing under the SAFE Act and state law.
Borrower data is nonpublic personal information under the Gramm-Leach-Bliley Act. Assistants work only in your systems under your information-security program and access controls.
Your compliance team should review the scope of any offshore support against your investor, warehouse and state requirements.
How this maps to our plans
One dedicated, full-time assistant. Month-to-month, 30-day cancellation, $3,000 buyout if you want to hire them directly.
| Plan | Price | When it fits |
|---|---|---|
| Core | $1,900/mo | Document collection and LOS data entry. |
| Growth | $2,300/mo | Adds pipeline and condition tracking. |
| Executive | $2,700/mo | Senior assistant to a branch manager or producing LO. |
Full plan details on the pricing page. Founding clients: 50% off the first month (first 5 clients).
A realistic first 30 days
How a typical Mortgage & Lending engagement ramps. Your plan is set on the fit call and adjusted to your SOPs.
| When | What happens |
|---|---|
| Week 1 | Access, tools and shadowing Your assistant gets accounts in Encompass, Calyx, Arive and shadows the current process for document collection. You share SOPs or record short walkthroughs; they turn them into written checklists. |
| Week 2 | First owned workflows They take ownership of send needs lists and borrower reminders and label, stack and upload documents to the LOS, with your review on every item. ExecWing QA reviews output against the checklist. |
| Weeks 3–4 | Expand scope Add pipeline & conditions work such as maintain the pipeline report your team reviews daily. Review shifts from every item to daily spot checks. |
| Day 30+ | Steady state Communication joins the routine. You get a weekly scorecard and a monthly review of what to delegate next. |
Mortgage & Lending: common questions
Are your assistants licensed loan originators?
No. They perform non-licensed administrative work only and do not take applications or discuss rates or terms.
Can they work in Encompass?
Yes, within the roles and permissions your admin assigns. Many LOS platforms support granular role permissions.
How do you handle borrower data?
Assistants work only inside your systems, use MFA, sign confidentiality agreements and follow your information-security program.
How fast can someone start?
Typically one to two weeks from the fit call, depending on your requirements.
Related guides
Mortgage Condition Tracking: A Processing-Support Playbook
How mortgage brokers and lenders can organize document collection and underwriting condition tracking with non-licensed processing support staff.
Read the guide →Security & ComplianceThe FTC Safeguards Rule: A Plain-English Overview for Small Firms Using Assistants
A plain-English overview of the FTC Safeguards Rule for small financial firms — tax preparers, mortgage brokers, dealers and others — and how it affects working with remote assistants.
Read the guide →Get your evenings back.
Book a 20-minute fit call. We'll map the work you want off your plate and tell you honestly whether a dedicated assistant is the right move.