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Virtual Assistants

VAvirtual assistants
    • 8 years ago Richard
      Participant

      Hey folks,

      We are getting to the point where we need to setup a VA to manage some of the more mundane tasks.  We only have a few investors and 12 notes but this looks like is it going to scale pretty quickly this summer and we need to be ready.

      We have read a couple books on VAs but have not yet done the work of finding a VA and testing out a couple.  Does anyone have any good/bad VA experiences?

      Tasks we are considering using a for VA are:
      * Data entry into CRM for new asset
      * Confirm payments, documenting them in CRM
      * Manage FP insurance (secure once asset closes, contacting servicer to confirm borrower insurance status, canceling FP insurance once borrower ins proof provided)
      * Call county for taxes periodically
      * Call insurance agencies periodically

      Thanks,
      Richard McGrew
      Prominent Funding, LLC

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