For mortgage brokers and loan origination teams
Give your loan team a clear view of borrower replies, open requests and next actions. Knows The Drill recruits and prepares your assistant for the responsibilities agreed before handoff. Borrower-file work is included only after your qualified team reviews the duties, hiring arrangement and any required licensing, supervision and access.
Find your assistantA borrower sends an attachment, the processor asks for another item, and the loan officer needs an update before a call. When those conversations sit in different places, someone has to reconstruct what arrived, what was reviewed and what is still outstanding.
Define the assistant's role with your firm's qualified reviewers before assigning borrower-file work. Where that scope is permitted for the agreed hiring arrangement, the assistant can maintain the administrative trail. Keeping receipt separate from review helps the licensed team see which decisions are still theirs to make.
The work to hand off
Once your qualified team has cleared these duties for the role and hiring arrangement, use its approved requests, channels and follow-up intervals. The assistant can track replies and coordinate the next contact. Questions about eligibility, rates or acceptable documents go to the responsible loan professional.
What you get back: A borrower contact log with responses and assigned next actions
Where document handling is authorized for the specific role, your assistant can work from your processor's checklist to label files and log receipt. Missing or unreadable attachments are flagged for the team. Receipt remains separate from review: your qualified professionals evaluate the contents and decide whether a condition is cleared.
What you get back: A document checklist showing received, awaiting review and outstanding items
Record milestones and next actions confirmed by the responsible team member in your agreed system. Your assistant can identify stale updates, request clarification and prepare a pipeline summary. Conflicting information returns to its owner with the source and time of each update.
What you get back: A pipeline summary with confirmed statuses and unresolved questions
Coordinate borrower calls and other appointments using availability and instructions from your team. Before each conversation, assemble the latest requests, contact history and open questions. Timing changes or unconfirmed milestones are flagged so the loan professional can give the appropriate update.
What you get back: A meeting calendar and concise file brief for each scheduled call
Illustrative workflow
This example applies only where your qualified team has approved the activities for the hiring arrangement and any required licensing, supervision and access are in place. Use it to separate collection from review.
Assistant preparesSend the approved request through the agreed channel and record its owner and follow-up date.
Your loan team decidesThe requirement, acceptable documents and instructions for the borrower.
Assistant preparesLog receipt, organize the file and note missing attachments or an unanswered question.
Your loan team decidesWhether the document needs clarification or further review.
Assistant preparesPlace it with the designated reviewer and keep the condition's review status visible.
Your loan team decidesWhether the document satisfies the requirement and the condition can be cleared.
Assistant preparesTrack the team's approved next request and record the borrower's response.
Your loan team decidesAny explanation, alternative documentation or change to the requirement.
Assistant preparesRecord the authorized decision and prepare a summary of remaining items for the next call.
Your loan team decidesLoan progression, borrower advice and any timing commitment.
Illustrative example — not a client record
Use this example only after your firm has cleared document handling for the role and hiring arrangement. It keeps received files separate from the loan professional's review and condition decisions.
Ready to hand over when: The loan team can trace the request, see exactly what arrived and what is missing, and verify that receipt has not changed the condition status.
Download the blank template (CSV)No email required. The file includes field names and guidance, with blank spaces for your own inputs. Use it to describe the work during matching; keep private client information out of an initial inquiry.
Shape the role around the workload
Managed support provides a dedicated, full-time assistant. Direct-hire responsibilities, hours and employment terms are agreed during matching.
Your qualified team determines which activities are permitted for the specific role and hiring arrangement. Calling a task administrative, or providing supervision, does not by itself settle licensing requirements. Agree the permitted scope before assigning work or access.
Recruit. Prepare. Hand over.
First, we discuss your niche and the work you want your assistant to own. Then we recruit and prepare them in depth for the industry and responsibilities agreed with you before handoff. The matching conversation defines the skills, tools and preparation time your role needs.
We assess English fluency, practical problem-solving and independent judgment, so your assistant can work through the next step and recognize when to bring you in.
A dedicated, full-time assistant through our service, with ongoing support from our team. One monthly fee.
Explore managed supportWe recruit and train an assistant for you to hire directly into your team. You manage the day-to-day. One placement fee.
Explore direct hiringThe examples on these pages are a starting point. Bring the broader range of work you want covered to the matching call. We agree responsibilities, preparation time, working hours, fees and terms before you start.
Show us where borrower follow-up, missing documents and status requests pile up. We will help define an assistant role around the work your loan team needs organized.
Explore other ways to organize the work around your team.
