This is a remote position.
US Mortgage Appointment Setter – Realtor & Borrower Outreach (Outbound Focus)
Remote | Philippines | Full-Time
Php 50,000–60,000/month (Fixed) | 12:00 AM - 8:00 AM PHT | Long-Term Remote Role
If you’re confident on outbound calls, comfortable handling objections, and motivated by clear performance targets — keep reading.
This isn’t a vague VA role.
This is a focused, metrics-driven appointment setting position where you’ll work directly with a USA-based mortgage broker who wants one thing: a consistently filled calendar.
You won’t be generating random leads.
You’ll be converting provided leads into real scheduled conversations that turn into funded loans.
Why This Is a Strong Long-Term Role
You’ll 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.
You’ll get clarity, defined targets, and direct communication — without corporate bureaucracy.
What You’ll Be Owning
This is a pure outbound appointment-setting role covering two pipelines: Realtors and Borrowers.
You’ll help increase production by consistently booking qualified meetings onto the broker’s calendar.
You’ll 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 (7–90 days old) to gauge interest
- Booking qualified borrower consultations directly on the broker’s 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
All leads are provided via spreadsheet
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: 2–4 weeks
Core Task:
You must be comfortable making 100+ outbound dials per day to consistently book a target of 13 total appointments per week (3 Realtor / 10 Borrower).
You’ll always know:
- How many calls to make
- What your booking targets are
- How performance is measured
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
Primary Skills:
- Excellent spoken English is mandatory.
- You must be confident speaking with US-based professionals and capable of handling objections naturally.
- A proactive “teamwork” mindset is required — you are expected to communicate trends, objections, and feedback to the client on a daily basis.
Experience:
- Prior experience in outbound calling or appointment setting is required.
- Experience in the mortgage or real estate industry is a strong advantage but not mandatory.
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 You’ll 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 50,000–60,000 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 60–90 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 you’ve ever thought:
“I’m good on the phone — I just want clear targets, real leads, and a client who values execution.”
This is that role.
Let’s build predictable production — together.
