Cash-Out Refinance Mortgage Appointment Setter
Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted1 hour ago
Mortgage Appointment Setter – Cash-Out Refinance Leads
We are looking for an experienced, motivated Appointment Setter to contact homeowners who have previously expressed interest in mortgage/refinance services.
Your primary responsibility is simple: Call leads, have a brief conversation about their needs, and schedule qualified appointments with our licensed Mortgage Loan Officer.
Responsibilities
Make outbound calls to provided leads
Follow up consistently by phone and text
Identify homeowners interested in a cash-out refinance
Ask basic qualifying questions
Schedule appointments on our calendar
Keep accurate notes and update lead status
Requirements
Strong phone and communication skills
Comfortable making a high volume of outbound calls
Appointment-setting or call-center experience preferred
Mortgage/real estate experience is a PLUS
Reliable and consistent
Bilingual English/Spanish is a big plus
Compensation
Hourly pay + bonus for qualified appointments that show
All leads and calling lists are provided. No cold-list building or lead purchasing required.
When applying, please include:
Your appointment-setting experience and a video talking about yourself in English and Spanish
Mortgage/refinance experience, if any
Average number of calls you can make per day and average appoints set by month is a 20 hour work week.
Your expected hourly rate
Whether you speak Spanish
We are looking for an experienced, motivated Appointment Setter to contact homeowners who have previously expressed interest in mortgage/refinance services.
Your primary responsibility is simple: Call leads, have a brief conversation about their needs, and schedule qualified appointments with our licensed Mortgage Loan Officer.
Responsibilities
Make outbound calls to provided leads
Follow up consistently by phone and text
Identify homeowners interested in a cash-out refinance
Ask basic qualifying questions
Schedule appointments on our calendar
Keep accurate notes and update lead status
Requirements
Strong phone and communication skills
Comfortable making a high volume of outbound calls
Appointment-setting or call-center experience preferred
Mortgage/real estate experience is a PLUS
Reliable and consistent
Bilingual English/Spanish is a big plus
Compensation
Hourly pay + bonus for qualified appointments that show
All leads and calling lists are provided. No cold-list building or lead purchasing required.
When applying, please include:
Your appointment-setting experience and a video talking about yourself in English and Spanish
Mortgage/refinance experience, if any
Average number of calls you can make per day and average appoints set by month is a 20 hour work week.
Your expected hourly rate
Whether you speak Spanish
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