Click. Create Your Plan.
Send to Our VAs.
Know Exactly What It Costs.
Mortgage loan officers, branch owners, and brokers use Click Virtuals to delegate the marketing, outreach, and admin work that keeps them from closing loans. Browse 900+ tasks, build your plan, and let a trained VA handle the rest.
You Didn't Get Into Mortgages
to Do Admin Work.
Every hour you spend on marketing tasks, follow-up emails, and social media is an hour you're not on the phone building relationships and closing deals.
Spending hours every day on tasks that don't require your license
Missing follow-up calls because admin and marketing keep piling up
Watching your pipeline stall while you write emails and social posts
No consistent outreach system because there's never enough time
Delegate Everything
That Isn't Closing.
Click Virtuals gives mortgage professionals access to a team of trained VAs who handle your marketing, outreach, and admin — using proven SOPs built specifically for the mortgage industry. Pick a task, send it to us, and get results back fast.
Email Campaigns
Drip sequences, newsletters, and follow-up emails to your database
Realtor Outreach
Systematic outreach to build and nurture your realtor referral network
Content Creation
Social posts, blog articles, and video scripts tailored for mortgage pros
Lead Magnets
Downloadable guides, calculators, and offers to capture new leads
Paid Ad Management
Facebook and Google ad setup, copy, and campaign management
Affiliate Marketing
Partner outreach and affiliate program setup to expand your referral base
Three Steps to Getting Your Time Back
No onboarding calls, no lengthy setup. Browse, build your list, and we get to work.
Browse the Catalogue
Explore 900+ mortgage-specific tasks — from realtor outreach and email campaigns to social content and lead magnets. Find exactly what's eating your time.
Build Your Task List
Add tasks to your list, review the time estimates and pricing, then send your quote request in seconds. No contracts, no minimums.
Your VA Executes It
A trained mortgage VA runs each task using proven SOPs built for the mortgage industry. You get results back fast — no training, no management overhead.
The Right VA for Every Part of Your Business
Click Virtuals VAs are trained by role — not as generalists. Each specialization covers the exact tasks that role handles in a mortgage operation.
Handles daytime marketing, outreach, and content tasks during business hours.
Keeps your pipeline moving after hours — follow-ups, scheduling, and prep work.
Supports your LOA workflow with admin, status updates, and borrower communication.
Inside Sales Assistant tasks — lead follow-up, appointment setting, and CRM management.
Loan processing support — condition clearing, document management, and milestone tracking.
Text Past clients to Start New Conversations in CRM
Invite Referral Partners to Lunch and Learn through Text Messages
Invite Referral Partners to Zoom Classes via Facebook Messenger DM
Request Pictures from Realtors for Closings or Transactions
Comment on 10 Referral Partner Posts on Social per day
Create Conversations with Referral Partners on FB messenger
Built by Mortgage Pros, for Mortgage Pros.
Click Virtuals was founded by Keith Goeringer after watching top-producing loan officers burn out doing work that didn't require their license. The insight was simple: the best LOs delegate everything except the relationship.
Together with COO Arpit Toshniwal, Keith built a catalogue of 900+ mortgage-specific tasks with proven SOPs — so any loan officer can delegate like a top producer, starting with just one task today.
"The best LOs delegate everything except the relationship."
"We built systems so you don't have to — just pick a task and go."