Job Overview

The Mortgage Appointment Setter will be the first point of contact for both inbound mortgage leads and outbound real estate agent prospects. The role involves qualifying prospective borrowers, gathering key information, scheduling appointments with loan officers, and developing potential co-branding partnerships with real estate agents. The ideal candidate is confident on the phone, comfortable following structured qualification processes, and motivated by appointment-setting and sales performance.

Client Overview

Our client is a licensed mortgage professional operating across six U.S. states. They work with prospective homebuyers and real estate agents to provide mortgage lending solutions. Due to growing inbound lead volume and expanding realtor outreach, our client is looking for an experienced Appointment Setter to join their team.

Schedule

• Monday - Sunday, 9:00 AM - 6:00 PM Eastern Time, with 1 hour unpaid break (40 hours per week)

Responsibilities

Inbound Mortgage Leads:

• Answer inbound calls from potential borrowers.
• Qualify mortgage leads using a structured 10-question qualification process.
• Ask key qualifying questions regarding property location, property type, purchase timeline, financing needs, and other relevant mortgage requirements.
• Schedule qualified prospects for appointments with the loan officer.
• Send mortgage application links to interested borrowers.
• Schedule follow-up appointments when appropriate.

Outbound Realtor Outreach:

• Make outbound calls to real estate agents to establish potential co-branding partnerships.
• Introduce the company's mortgage services and partnership opportunities.
• Gather realtor information, including name, website, and interest in co-branding.
• Schedule appointments with interested real estate agents for partnership discussions.

Administration & Performance:

• Maintain accurate records of calls, conversations, and appointment outcomes.
• Follow established scripts, qualification checklists, and processes.
• Consistently meet or exceed appointment-setting targets and performance benchmarks.

Requirements

• Proven experience as an Appointment Setter, Lead Generator, or similar sales role, with measurable results.
• Strong ability to follow structured qualification processes and scripts.
• Excellent verbal and written communication skills with a clear, professional phone presence.
• Comfortable handling both inbound inquiries and outbound calls.
• Proven experience with appointment setting, scheduling, and calendar coordination.

Preferred Qualifications

• Previous experience in mortgage, real estate, or financial services, preferably with U.S.-based clients.
• Familiarity with lead qualification frameworks and CRM systems.
• Experience using RingCentral, JustCall, or similar phone and communication platforms.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage
• Performance-based bonuses.
• Clear commission structure for qualified appointments.

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

Important Disclaimer

BruntWork never charges fees for applying or any part of the hiring process—it is 100% free. If you are ever asked for payment, please stop and report it immediately to our official email us through the ‘Contact Us’ form on our official BruntWork website.