Mortgage Lead Management, Appointment Setting Virtual Assistant

Job Description: • Follow up with purchased, existing, and referral-generated mortgage leads • Conduct professional phone, SMS, and email follow-up • Qualify basic interest and schedule appointments with the client • Reactivate older leads using client-provided messaging and relevant market updates • Handle basic objections using a conversational, personalized approach • Track follow-ups and ensure qualified opportunities are not missed • Maintain lead information, notes, statuses, and follow-up activities in GoHighLevel • Organize CRM pipelines and incoming leads • Track appointments and outstanding follow-up requirements • Maintain accurate and current prospect records • Support leads generated through the client's existing systems and campaigns • Follow up with referral and potential business partners • Maintain organized partner and prospect information • Support appointment coordination and calendar management • Assist with additional lead-management and administrative responsibilities as assigned • Deliver services according to agreed timelines, guidelines, and written deliverables • Report to a point of contact to be determined Requirements: • Previous appointment-setting or lead follow-up experience required • Phone-based customer service, sales support, or lead nurturing experience required • Mortgage industry experience strongly preferred • GoHighLevel experience strongly preferred • CRM and lead-management experience required • Experience communicating with U.S.-based consumers strongly preferred • Strong written and verbal English communication required • Referral or partnership outreach experience is a plus • Excellent spoken English with clear articulation • Confident, personable, and professional on the phone • Strong appointment-setting and follow-up ability • Able to build rapport rather than rely on overly aggressive outreach • Organized and comfortable managing multiple leads • Proactive with strong follow-through • Comfortable working independently within established processes • GoHighLevel (GHL) knowledge strongly preferred • CRM / Lead Management Platforms knowledge required • Phone / VoIP Systems knowledge required • Email & SMS knowledge required • Calendar / Appointment Scheduling Platforms knowledge required • Google Workspace / Microsoft Office knowledge required • Native or near-native English accent required (Level A-B) • Availability for 10 contracted hours per week, Monday through Friday • Ability to work according to TBD EST schedule • Must operate as an independent contractor under a Master Services Agreement and Statement of Work Benefits: • Competitive rates • Weekly payments • Various open roles are available • Free training and upskilling • Constant support and guidance • A vibrant community always ready to support you • Remote work • Flexible scheduling aligned with client-preferred hours where possible