US Mortgage Appointment Setter – Realtor & Borrower Outreach (Outbound Focus)
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Job Location:
Manila - Philippines
Monthly Salary:
PHP 60000 - 60000
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
This is a remote position.
US Mortgage Appointment Setter Realtor & Borrower Outreach (Outbound Focus)
If youre confident on outbound calls comfortable handling objections and motivated by clear performance targets keep reading.
This isnt a vague VA role.
This is a focused metrics-driven appointment setting position where youll work directly with a USA-based mortgage broker who wants one thing: a consistently filled calendar.
You wont be generating random leads.
Youll be converting provided leads into real scheduled conversations that turn into funded loans.
Why This Is a Strong Long-Term Role
Youll be working directly with a USA-based mortgage broker who:
- Runs an active mortgage brokerage focused on realtor partnerships and borrower approvals.
- Personally handles all client and referral relationships
- Has high lead volume (hundreds to thousands of contacts available).
- Prefers structured systems over chaos
- Wants clean execution no overcomplication
- Is ready to scale production and needs support to do it.
What Youll Be Owning
This is a pure outbound appointment-setting role covering two pipelines: Realtors and Borrowers.
Youll help increase production by consistently booking qualified meetings onto the brokers calendar.
Youll take the lead on:
- Calling realtors from provided spreadsheets to schedule partnership meetings
- Positioning introductory calls between the broker and real estate agents
- Confirming and reconfirming realtor appointments to reduce no-shows
- Calling borrowers who have filled out mortgage applications
- Following up on older leads (790 days old) to gauge interest
- Booking qualified borrower consultations directly on the brokers calendar
- Updating spreadsheets with call outcomes and notes
- Sending lead summaries when appointments are booked
- Maintaining accurate weekly KPI tracking
Important: You will not be harvesting leads. All contacts are provided. Your role is execution and conversion.
How the Workflow Actually Works
Calls are made one at a time (no auto-dial queue systems)
Preferred system: RingCentral or similar VOIP
No CRM access required
Calendar booking handled directly
Communication via Microsoft Teams
Weekly KPI tracking (appointments booked show rate call volume)
Ramp-up period: 24 weeks
Youll always know:
- How many calls to make
- What your booking targets are
- How performance is measured
Clear metrics:
- 3 realtor meetings per week
- 10 borrower consultations per week
- 13 total bookings per week once ramped
Requirements
This Role Is a Great Fit If You:
- Have strong neutral English communication skills
- Are comfortable making high-volume outbound calls
- Have appointment setting or outbound sales experience
- Can confidently handle objections and gatekeepers
- Are organized and comfortable working with spreadsheets
- Can work independently without micromanagement
- Are reliable during US hours (night shift PH time)
- Are performance-driven and motivated by hitting weekly numbers
Bonus Points If You
- Have worked with US-based clients
- Have mortgage or real estate industry exposure
- Have used RingCentral or similar calling systems
- Have experience confirming appointments to improve show rates
- Enjoy refining scripts and improving conversion rates
Tools Youll Use
- Spreadsheet-based lead tracking
- RingCentral or similar VOIP system
- Microsoft Teams (daily communication)
- Calendar scheduling tools
- Email for confirmations
Hours Pay and Stability
- Full-Time
- US-aligned schedule (Night Shift PH time)
- Php fixed monthly
- Stable long-term offshore role
- Consistent workload and clear targets
- No shifting expectations or unclear scope
This is designed for candidates seeking dependable remote work not short-term freelancing.
What Success Looks Like
After 6090 days:
- You consistently hit or exceed 13 bookings per week
- Realtor meetings are confirmed and showing up
- Borrower calls are booked within 24 hours of contact
- Spreadsheets are accurate and updated daily
- Communication is proactive and professional
- The broker trusts you to manage outbound execution without supervision
You become the engine behind calendar growth.
Benefits
Final Word
If youve ever thought:
Im good on the phone I just want clear targets real leads and a client who values execution.
This is that role.
Lets build predictable production together.
Required Skills:
Have strong neutral English communication skills Are comfortable making high-volume outbound calls Have appointment setting or outbound sales experience Can confidently handle objections and gatekeepers Are organized and comfortable working with spreadsheets Can work independently without micromanagement Are reliable during US hours (night shift PH time) Are performance-driven and motivated by hitting weekly numbers
Required Education:
Have strong neutral English communication skillsAre comfortable making high-volume outbound callsHave appointment setting or outbound sales experienceCan confidently handle objections and gatekeepersAre organized and comfortable working with spreadsheetsCan work independently without micromanagementAre reliable during US hours (night shift PH time)Are performance-driven and motivated by hitting weekly numbers
Company Industry
IT Services and IT Consulting
Key Skills
- Sales Experience
- Door-to-Door Experience
- B2B Sales
- Time Management
- Customer Service
- Cold Calling
- Outbound Sales
- Inside Sales
- Telemarketing
- CRM Software
- Lead Generation
- Phone Etiquette
