Part TimeReal EstateSales and Business Development

Job Summary

We are looking for a confident and results-driven Appointment Setter & Lead Generation Specialist to support a growing mortgage business. In this role, you will work through provided lead lists, cold call potential borrowers to identify refinance and loan opportunities, and book qualified appointments. You will also conduct outreach to real estate agents to help build a steady referral pipeline. The ideal candidate is a strong communicator who is comfortable on the phone, knows how to qualify prospects, and can speak confidently about mortgage products.

Key Responsibilities

Call potential borrowers from provided lead lists to identify opportunities for refinances, equity loans, cash-out options, and other mortgage products
Qualify borrowers based on their needs and situation before booking appointments
Set and schedule qualified appointments for the loan originator to close
Conduct outreach to real estate agents to set up discovery conversations and build a referral pipeline
Follow a provided compliance script accurately, including recording-consent disclosures
Log all calls, outcomes, and appointments in the CRM (HubSpot)
Track lead status and keep records organized and up to date
Maintain professional, consistent communication with all contacts

Mandatory Skills

Proven experience with cold calling and appointment setting
Hands-on experience using VOIP-based dialing systems
Comfortable following a compliance script, including call recording consent disclosures
Ability to qualify leads and book appointments effectively
Experience working within a CRM to log calls and track activity (HubSpot a plus)
Strong spoken and written English communication skills
Reliable, detail-oriented, and able to work independently

Preferred Skills

Prior experience cold calling in the mortgage or financial services industry
Familiarity with refinance scenarios and mortgage product types
Experience with HubSpot specifically
Previous experience doing outreach to real estate agents or B2B referral partners
Ability to manage two distinct outreach workflows daily

Why Join Us

This is a great opportunity to play a key role in a growing business as a trusted first point of contact for new clients and partners. You’ll have direct impact on results, room to take ownership of your work, and the chance to grow alongside the business. If you’re a confident communicator who thrives on the phone, we’d love to hear from you.