Mortgage Lead Management & Appointment Setting Virtual Assistant

Job description

About this role

The primary focus is providing personalized lead follow-up without overly aggressive outreach. The client receives purchased leads, referral opportunities, and prospects through multiple sources and needs a dependable VA to ensure these opportunities are properly organized, nurtured, and followed up with. Mortgage experience is strongly preferred; however, excellent English communication, phone presence, appointment-setting ability, and personality are the highest priorities.

Responsibilities

• Follow up with purchased, existing, and referral-generated 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 and maintain a conversational, personalized approach
• Track follow-ups and ensure qualified opportunities do not fall through the cracks
• Maintain lead information, notes, statuses, and follow-up activities within 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
• Assist with follow-up to 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
• Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

Qualifications and 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