Mortgage Lead Management, Appointment Setting Virtual Assistant

This is a fully remote position, open to applicants anywhere in the world.

📋 Description

• Follow up with purchased, existing, and leads generated through referrals for mortgages.

• Carry out professional follow-ups via phone, SMS, and email.

• Assess basic interest levels and arrange appointments with clients.

• Reengage with older leads using messaging provided by clients along with pertinent market updates.

• Manage basic objections through a conversational and personalized manner.

• Monitor follow-ups to ensure that qualified opportunities are not overlooked.

• Keep lead information, notes, statuses, and follow-up activities updated in GoHighLevel.

• Arrange CRM pipelines and incoming leads efficiently.

• Track appointments and any outstanding follow-up tasks.

• Ensure the maintenance of accurate and up-to-date prospect records.

• Assist with leads generated from the client's existing systems and campaigns.

• Follow up with referral sources and potential business partners.

• Keep partner and prospect information well-organized.

• Aid in appointment coordination and management of calendars.

• Support additional lead management and administrative tasks as needed.

• Provide services in accordance with established timelines, guidelines, and written deliverables.

• Report to a designated point of contact to be confirmed.

⛳️ Requirements

• Prior experience in appointment setting or lead follow-up is essential.

• Required experience in phone-based customer service, sales support, or lead nurturing.

• Strong preference for candidates with mortgage industry experience.

• GoHighLevel experience is highly favored.

• Experience in CRM and lead management is necessary.

• Preferred experience communicating with U.S.-based consumers.

• Strong written and verbal communication in English is mandatory.

• Experience in referral or partnership outreach is an advantage.

• Excellent spoken English with clear articulation is required.

• Must be confident, personable, and professional on the phone.

• Strong skills in appointment setting and follow-up are essential.

• Ability to build rapport without relying on overly aggressive outreach is necessary.

• Must be organized and able to manage multiple leads effectively.

• Proactive approach with strong follow-through is essential.

• Comfortable working independently within established processes.

• Strong preference for candidates with knowledge of GoHighLevel (GHL).

• Required knowledge of CRM and lead management platforms.

• Familiarity with phone and VoIP systems is required.

• Knowledge of email and SMS communication is necessary.

• Understanding of calendar and appointment scheduling platforms is required.

• Proficiency in Google Workspace and Microsoft Office is essential.

• Native or near-native English accent is required (Level A-B).

• Availability for 10 contracted hours per week, Monday through Friday.

• Ability to work according to a schedule to be determined in EST.

• Must operate as an independent contractor under a Master Services Agreement and Statement of Work.

🏝️ Benefits

• Competitive compensation rates.

• Weekly payment schedule.

• Multiple open roles are available.

• Free training and opportunities for upskilling.

• Continuous support and guidance provided.

• A vibrant community ready to assist you.

• Remote work options available.

• Flexible scheduling aligned with client-preferred hours where feasible.