ONBOARDING: VA - Loan Assistant

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You must complete this Onboarding to finalize your order & launch!*

If we do not receive a completed Onboarding Form within 7 days, we automatically cancel the Campaign & issue a refund.

I understand and am ready to go!

Can we do this over a call instead?

Yes! We can book a call to complete the Onboarding at your convenience.

Click "Let's Begin" below. We'll skip ahead to final comments & scheduling.

Confirming Your Info

Account Email ID*

This is the Email ID you use for your REVAS+ Account (should be pre-filled, but please make sure).

Best Contact Phone Number*

Can We Text You On This Number?*

Yes, this is a good number for Texts.

No, please do not text this number.

NOTE: We will only be texting for matters directly related to this Campaign.

Virtual Loan Assistant: Campaign Overview

How would you best describe your business role?*

Check all that apply.

Branch Manager / Banker

Loan Officer / Mortgage Lender

Mortgage Broker

Hard Money Lender / Broker

Direct Private Lender

Other

How would you best describe your business role?*

How many Closings do you expect per month?*

1 - 5 Closings Per Month.

5 - 15 Closings Per Month.

15 - 30 Closings Per Month.

30+ Closings Per Month.

What Tasks will you be delegating to your US-based Virtual Loan Assistant?*

Check all that apply. We can change & adjust this later as well.

Prospect Follow Up & Nurturing

Appointment Setting & Calendar Management

Processing Loan Applications.

Sending Pre-Approval / Denial Letters.

Borrower Document & Signature Collection.

Producing Closing Document Packages.

Other.

Loan Origination Software

What Loan Origination Software (LOS) do you use?*

Check all that apply.

We don't use any LOS.

We have an in-house proprietary system.

Encompass.

Calyx Point.

LendingPad.

Floify.

Byte.

Other.

What Loan Origination Software do you use?*

Will the Loan Assistant be working directly out of the LOS?*

Yes, the Loan Assistant will be working directly out of the LOS.

No, we will provide a separate system / spreadsheet for the Loan Assistant.

Do you have a LOS User Account that you want the Assistant to use?*

Yes, I have the Login Info handy & can share it now.

Yes, but I don't have the Login Info handy.

No, please get it from me later.

This is a secure Form, and we will NOT share or re-use this info!

CASE SENSITIVE! Please be sure the Password for your ISA's CRM Account looks correct.

CRM Software System

Do you have a CRM you'll be using to track these Leads?*

Yes, we have a CRM.

We use a Spreadsheet.

No, we don't have any type of CRM.

What CRM are you using to keep track of your Leads?*

Do you have a CRM User Account that you want the Assistant to use?*

Yes, I have the Login Info handy & can share it now.

Yes, but I don't have the Login Info handy.

No, please get it from me later.

This is a secure Form, and we will NOT share or re-use this info!

CASE SENSITIVE! Please be sure the Password for your ISA's CRM Account looks correct.

Phone System

Do you already have a Phone System you want the Assistant to use?*

We will provide a dedicated local Phone Number that can make & receive Calls and Texts... but if you have a Phone System you'd prefer us to use, that is also fine!

Yes, we already have a Phone System in place.

No, we will be using REVAS's Phone System.

What Phone System do you have that the Assistant will be using?*

What Area Codes would you prefer for the Assistant's Caller ID?*

The best practice is to choose Area Codes in the same location as your Clients.

Documented Procedures & Training

Do you have Standard Operating Procedures or Training you'd like the Assistant to follow?*

We will be building a done-for-you Standard Operating Procedure as part of the set up process, but if you already have anything documented, it will give us a head start.

Yes, we have SOP(s) and / or Training Materials.

No, we do not have any documented Procedures & Training available.

Is it convenient for you to upload your SOP(s) and / or Training Materials right now?*

Even if you only have some (but not all) Files ready to Upload, the more we can knock out right now, the better!

Yes, show me the Upload box.

Yes, I can link to it in the Cloud.

No, please get it from me later.

Upload your SOP(s) and / or Training Materials here:*

You can use this box to Upload multiple Files.

Drop files here or

Max. file size: 128 MB.

Link to your SOP(s) and / or Training Materials in the Cloud here:*

Conclusion

Any final questions or comments you'd like to add?*

Yes, one last comment or question.

No, that's everything! Let's move on to scheduling the Onboarding Call.

What final question(s) or comment(s) would you like to add?*

Virtual Loan Assistant Onboarding Form

ATTENTION: Your Virtual Assistant Order Is STILL PENDING!

Confirming Your Info

Virtual Loan Assistant: Campaign Overview

Loan Origination Software

CRM Software System

Phone System

Documented Procedures & Training

Conclusion

Book a Strategy Session Call

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