Still Spending Your Days in the Pipeline?
Manually reviewing files, chasing documents, emailing borrowers back and forth? Fielding status checks from agents, realtors, or borrowers? Losing hours to onboarding instead of closing?
You’re not alone. Most lenders start here.
MOVE helps them move faster—without burning out the team.
Intake Specialist
File setup, borrower onboarding, doc requests, LOS updates
Underwriting Assistant
Initial review, checklist prep, conditions tracking, document validation
Loan Officer Assistant
Calendar management, pipeline follow-ups, lead CRM updates, borrower communication
Custom Role?
Whether it’s marketing, compliance prep, or post-close coordination—we’ll help you fill it.
Remote Talent. In-House Feel.
You don’t have to train. You don’t have to manage. You just have to plug them in—and let them work.
Vetted for U.S. lending workflows
Trained on tools like Encompass, LendingPad, Jungo, Velocify, CRM + LOS
Time-zone aligned for borrower and LO support
Structured onboarding and clear documentatio
“My MOVE assistant handles pipeline updates, borrower calls, and LOS like someone who's been in lending for years.”
– Branch Manager, Private Lending Group
Why Move
We’re not Upwork. We’re not a temp agency. We’re your recruiting, training, and onboarding partner—built for fast-paced lending teams.
Pre-vetted lending-trained support staff
Custom role matching based on your systems and volume
Hands-on onboarding (tools, tone, LOS, SOPs—done for you)
Dedicated Client Success Manager
Built-in performance tracking and fast replacements
Outspend vs Outsmart
One of our clients put it best:
“I didn’t need more processors. I needed breathing room—someone who’d keep the pipeline moving without babysitting.”
We learn your loan volume, workflow gaps, and preferred tools.
Discovery Call
You choose the roles. We define the outputs, cadence, and comms.
Role Mapping
Talent Sourcing & Vetting
We match you to skilled assistants trained in U.S. lending workflows.
We set up tools, calendars, naming conventions, templates, and docs.
Onboarding
We track performance, replace fast, and optimize as your pipeline grows.
Ongoing Support
Results You Can Expect
10–20 hours/week returned to your team
Zero ghosting, churn, or time zone issues
Faster onboarding of borrowers
Cleaner handoffs to processing and underwriting
Fewer “status check” emails from realtors and agents
More time to focus on origination—not babysitting
Still Unsure?
Try MOVE for 30 days.
If your assistant doesn’t deliver—we refund your first month. No stress. No long onboarding. Just smart support.
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My industry isn’t listed—can I still find a virtual assistant through MOVE?Absolutely. At Move Your Business, we work with professionals across a wide range of industries. Even if the specific role you are looking for is not listed among our primary service areas, we have experienced virtual assistants who understand your space. Reach out to us—we’re happy to discuss your needs and explore the right fit.
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What’s the first step to getting started?We begin with a brief consultation to learn more about your business, goals, and specific support needs. This helps us identify a virtual assistant whose skills, background, and working style align with your requirements. Once we find the right match, we’ll guide you through a smooth and efficient onboarding process.
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What types of tasks can a virtual assistant handle?Our virtual assistants are experienced in a variety of roles, including executive assistance, client intake, marketing support, social media management, bookkeeping, customer service, and more. Whether you need administrative help or specialized support, we’ll match you with someone equipped to deliver.
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Can I scale the support up or down as my needs change?Yes. We offer flexible support that grows with you. Whether you’re launching a new product, preparing for busy seasons, or scaling back temporarily, we adjust your support plan accordingly—without locking you into rigid contracts.
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How do you ensure quality and reliability?Every virtual assistant we work with is thoroughly vetted through a multi-step process, including skills assessments, background checks, and communication evaluations. We stay involved after the match is made to ensure consistent performance, offer support, and make adjustments if needed.
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Is this service only available in specific countries or time zones?No—Our global virtual assistance ensures you get the support you need, no matter where you are. We will match you with the right virtual assistant whose availability and expertise align with your time zone, schedule, and business goals.
