Click Virtuals was founded on a simple observation: the best loan officers don't do everything themselves — they delegate everything that doesn't require their license. We built the system to make that possible for any mortgage professional, starting with just one task.
Click Virtuals is a task-based virtual assistant service built exclusively for the mortgage industry. You browse a catalogue of 484+ pre-built tasks, add the ones eating your time, and a trained mortgage VA executes them using proven SOPs — with no training, no management, and no long-term commitment required.
Every task is priced transparently. Every VA is trained for their specific role. And when you submit your first quote, our AI generates a personalized playbook — a step-by-step game plan for how to delegate your business and get your time back.
"The best loan officers delegate everything that doesn't require their license — and they do it from day one."
— Keith Goeringer, CEO & Founder
When you submit a quote request, our AI reads your task list and builds a personalized playbook — a phased, prioritized game plan for how to delegate your business and what to expect at each stage.
It's not a generic checklist. It's a custom plan built around your specific tasks, your role, and your business goals. Download it as a PDF, copy it to share with your team, or use it as a roadmap for your first 90 days with a VA.
We're not a general VA marketplace. Everything here was built specifically for mortgage professionals.
Every Click Virtuals VA is trained specifically on mortgage marketing, compliance norms, realtor relationship models, and borrower communication. You don't have to explain your industry — they already know it.
We've built a catalogue of 484+ mortgage-specific tasks, each with a step-by-step SOP. Your VA doesn't improvise — they execute a proven process so results are consistent every time.
Day Virtuals, Night Virtuals, Loan Officer Assistants, ISAs, and Processors each handle the exact tasks their role owns in a mortgage operation. You get the right person for the right work.
When you submit a quote request, our AI reads your task list and generates a personalized game plan — a step-by-step playbook for how to delegate, prioritize, and get your business running on autopilot.
Most tasks are completed within 24–48 business hours. You get results fast — no lengthy onboarding, no waiting weeks to see progress.
Start with a single task to see the quality of work. There are no retainers, no commitments, and no minimums. Most clients start with one task and expand from there.
Every task in the catalogue shows you the estimated time and cost before you add it to your list. No surprises, no hidden fees — just clear, honest pricing.
Click Virtuals was built by mortgage industry veterans who lived this problem firsthand. We understand what it means to be a top producer and what it costs when you're doing work that doesn't require your license.
If a task doesn't meet your expectations, we'll revise it at no additional charge. Quality is non-negotiable — we're not done until you're happy with the result.
CEO & Founder
Keith built Click Virtuals after watching top-producing loan officers burn out doing work that didn't require their license. A mortgage industry veteran, his insight was simple: the best LOs delegate everything except the relationship. He created the 484+ task catalogue and the SOP system that powers every VA on the platform.
"The best LOs delegate everything except the relationship."
COO & Co-Founder
Arpit leads the operational side of Click Virtuals — the systems, processes, and VA team that deliver results for every client. His expertise in building scalable virtual teams ensures that every task is executed to standard, every time, with no management overhead on your end.
"We built systems so you don't have to — just pick a task and go."
Browse the catalogue and build your first task list in minutes
Submit your quote — our AI generates your personalized playbook instantly
Your trained VA executes the task using a proven SOP
Results delivered — review, request revisions, or add more tasks
Consistent outreach and marketing running without your daily involvement
A full delegation system in place — you focus on closing, your VA handles the rest