Appointment Setter
About the Role
We are seeking a motivated and results-driven Outbound Appointment Setter to support a growing mortgage lending team. In this role, you will be responsible for prospecting real estate agents, building professional relationships, and generating qualified appointments for the Branch Manager. This position requires strong communication skills, confidence in cold calling, and the ability to consistently engage decision-makers through outbound outreach.
Key Responsibilities
Conduct high-volume outbound cold calls to real estate agents.
Identify and prospect listing agents based on specific property criteria.
Introduce mortgage financing solutions and down payment assistance programs.
Schedule qualified virtual and in-person appointments for the Branch Manager.
Follow up with prospects and nurture relationships through phone and email outreach.
Research and build targeted prospect lists using platforms such as Redfin, Zillow, and other real estate databases.
Maintain accurate records of outreach activities, conversations, and appointments within the CRM.
Coordinate appointment scheduling, confirmations, and calendar management.
Execute ongoing follow-up campaigns to increase engagement and conversion rates.
Track prospect information and ensure data accuracy.
Requirements
Previous experience in Appointment Setting, Cold Calling, Telesales, SDR, BDR, Lead Generation, or a similar outbound sales role.
Excellent verbal and written English communication skills.
Strong phone presence with the ability to handle objections confidently.
Comfortable making a high volume of outbound calls daily.
Ability to build rapport quickly with business professionals and decision-makers.
Experience using CRM systems for activity tracking and pipeline management.
Strong organizational, time management, and follow-up skills.
Self-motivated, goal-oriented, and able to work independently.
Preferred Qualifications
Experience in Mortgage, Lending, Banking, Real Estate, Title, Escrow, or related industries.
Experience calling real estate agents or other B2B professionals.
Familiarity with mortgage terminology and home financing concepts.
Experience using Redfin, Zillow, MLS, or similar real estate research platforms.
What You’ll Need to Succeed
Communication
Time Management
Teamwork
CRM
Appointment Scheduling
Multi Tasking
Customer Support