We recruit, train, and manage virtual assistants who understand loan files, CRMs, transactions, listings, and real estate operations
—so you can close more deals while working fewer hours.
Our VAs can work inside systems like
Every Tandem VA is trained specifically for mortgage and real estate operations including:
Three steps. Clear outcomes. Go‑live in days, not months.
We map your goals, workload, tools, and working hours.
Role match, training on your processes and tools and set clear goals.
Quality checks, coaching, regular reviews, and backup coverage.
What happens when leaders stop doing everything themselves.
Key outcomes from the first seat
Based on figures shared by the client:
Tandem wasn't created by a staffing company.
It was built by mortgage professionals who were frustrated with hiring, training, and managing administrative staff.
Everything we teach our virtual assistants comes from the systems we use inside our own mortgage business.
That's powerful.
Short answers now; we'll cover the details on a call.
Once you’re ready to get started, we start matching, interviews, pre-training, and onboarding. Most VAs are ready to begin within approximately one week of approval, often aligned to a Monday.
No — there are no deposits or setup fees. You simply prepay for your VA's committed 20- or 40-hour weekly seat each pay period, so there's nothing extra due upfront.
Billing is semi-monthly and paid in advance, based on a fixed rate for your VA's committed weekly hours — either 20 or 40. We track hours internally for coaching and quality, but your bill stays fixed rather than fluctuating week to week. If your VA is regularly hitting their hour cap, we'll flag it so you can upgrade seats instead of getting surprised by overages.
No. VAs are not permitted to exceed approved hours. Any additional time requires written approval, and all time is tracked and documented.
Scheduling is flexible and aligned to your preferences. VAs can work set daily blocks, split schedules, or after-hours shifts, depending on your needs.
We use structured accountability measures, including activity tracking, productivity monitoring, and regular performance reporting.
If performance issues arise, we will address them immediately. If needed, we provide a replacement at no additional cost, and can arrange temporary coverage to ensure continuity.
Yes. You may request a replacement at any time, with no penalties or replacement fees.
No. VAs are pre-trained prior to starting. Our onboarding process includes systems access, role alignment, and clear expectations to reduce your ramp-up time.
Yes. VAs can securely operate within your existing tools and systems, including your Loan Origination System (LOS), using approved access methods that protect your data and workflows.
Yes. We provide task-planning and workflow support, with hands-on guidance during the first 30 days to ensure effective delegation and utilization.
You can assign tasks in whatever format works best for you, including voice notes, end-of-day calls, screen sharing, or simple written task lists. Detailed written instructions are not required; we adapt to your communication style and help translate direction into execution.
Yes. VAs are well-suited for recurring responsibilities, such as follow-ups, administrative workflows, and routine operational tasks, provided they fall within approved hours and documented SOPs.
Yes. Personal administrative support is permitted, as long as it is included within approved hours and clearly defined expectations.
If immediate termination is required, we can deploy temporary coverage while sourcing and onboarding a replacement to minimize disruption to your operations.
We combine no setup fees, proactive management, real accountability, direct leadership involvement, and systems we actively use ourselves, resulting in higher reliability and long-term success.
While you can start at any time, early in the year is often ideal for clean onboarding, workflow setup, and establishing strong operating rhythms.
Stop hiring generic assistants. Build an operations team trained specifically for loan officers, mortgage brokers, real estate professionals, investors, and property managers.
