Cold Caller (MUST HAVE MORTGAGE EXPERIENCE)

About Us:

We are a growing mortgage brokerage specializing in funding for real estate investors. We help clients secure financing for Fix & Flip, DSCR, and New Construction projects. We’re looking for a motivated and reliable Virtual Assistant to join our team and focus on cold calling, qualifying leads, and setting appointments.

Responsibilities:

Make outbound calls to prospective real estate investors from provided lead lists

Qualify leads by asking pre-set questions (investment experience, current projects, financing needs, etc.)

Follow scripts while being able to adapt and engage naturally in conversation

Book qualified appointments for our loan officers

Enter notes, call outcomes, and lead details into our CRM (GoHighLevel experience is a plus)

Track daily activity (calls made, contacts reached, appointments set)

Provide consistent communication and updates to the team

Requirements:

Strong English communication skills (clear, confident phone presence)

Prior experience in cold calling, appointment setting, or sales (mortgage, lending, or real estate background preferred)

Ability to handle objections and stay persistent

Comfortable working with CRMs, dialers, and basic lead management tools

Reliable internet connection, computer, and quiet work environment

Self-motivated and organized with strong attention to detail

Preferred Skills:

Previous experience in the mortgage industry (MUST HAVE) – mortgage cold calling, loan coordination, appointment setting, or similar

Familiarity with mortgage loan programs (Fix & Flip, DSCR, New Construction)

GoHighLevel CRM experience

Appointment setting for financial or real estate services

Compensation:

Hourly rate: $4 – $8/hr (depending on experience)

Bonus structure available for each qualified appointment set

Schedule:

Full-time available (minimum 40 hours/week)

How to Apply:

Please send your application with the following:

A short introduction about yourself and your experience in cold calling/appointment setting.

A voice recording (60 seconds or less) introducing yourself.