CPT-Mortgage Lead Management & Appointment Setting Virtual Assistant
Listing for:
20four7VA
Remote/Work from Home
position
Listed on 2026-11-06
Job specializations:
-
Sales
Appointment Setter/ Scheduler, CRM Systems & Management
Job Description & How to Apply Below
Responsibilities
- Follow up with purchased, existing, and referral-generated leads via phone, SMS, and email
- Qualify basic interest and schedule appointments with the client
- Reactivate older leads using provided messaging and market updates
- Maintain lead information, notes, and statuses within Go High Level
- Organize CRM pipelines and track outstanding follow-up requirements
- Assist with follow-up to referral and potential business partners
- Support appointment coordination and calendar management
- Previous appointment-setting or lead follow-up experience
- Phone-based customer service, sales support, or lead nurturing experience
- CRM and lead-management experience
- Strong written and verbal English communication
- Ability to build rapport and handle basic objections professionally
- Mortgage industry experience
- Proficiency with Go High Level (GHL)
- Experience communicating with U.S.
-based consumers - Referral or partnership outreach experience
20four7VA provides offshore independent contractors to deliver remote services to clients worldwide, focusing on developed markets such as the US, UK, Canada, and Australia.
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