Processing support that keeps files moving.
Non-licensed assistants who chase documents, track conditions and keep your LOS and pipeline current.
Processors drown in follow-up.
Most of a processor's day is follow-up: missing documents, expired statements, conditions waiting on a third party. A dedicated assistant can own that follow-up.
ExecWing processing assistants send needs lists, label and upload documents, track conditions, order services you approve and update borrowers and agents with your templates.
They never take applications or discuss rates or terms.
Tasks your assistant owns
Documents
- Needs lists and reminders
- Upload and label to LOS
- Completeness checks
Conditions
- Condition tracking
- Third-party orders
- Closing coordination
Updates
- Borrower and agent status emails
- Pipeline reports
- Post-close trailing docs
Tools
Your assistant works in your accounts, under your access policies.
Ideal client
- Brokers and small lenders
- Processors with heavy pipelines
- Loan officer teams
What we do — and what we don't
SAFE Act: no taking applications or offering/negotiating terms. Borrower NPI handled under your GLBA program.
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 | Standard scope for a single team or leader. |
| Growth | $2,300/mo | Broader scope with reporting and process ownership. |
| Executive | $2,700/mo | Senior specialist with 3+ years of US-client experience. |
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 Processing Assistants 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 documents. You share SOPs or record short walkthroughs; they turn them into written checklists. |
| Week 2 | First owned workflows They take ownership of needs lists and reminders and upload and label to LOS, with your review on every item. ExecWing QA reviews output against the checklist. |
| Weeks 3–4 | Expand scope Add conditions work such as condition tracking. Review shifts from every item to daily spot checks. |
| Day 30+ | Steady state Updates joins the routine. You get a weekly scorecard and a monthly review of what to delegate next. |
Mortgage Processing Assistants: common questions
Licensed?
No; non-licensed clerical support only.
LOS access?
Via roles your admin assigns.
Data security?
GLBA-aware handling in your systems with MFA.
Cost?
From $1,900/mo.
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.