CRM Follow-Up & Appointment Setter (Australian Mortgage Brokerage)

We’re an Australian mortgage brokerage helping everyday Australians — especially first home buyers and homeowners — secure the right finance solutions through trust, transparency, and simplicity.

We’re looking for a friendly, reliable, and confident communicator to join our growing team as a CRM Follow-Up and Appointment Setter. In this role, you’ll follow up leads that come through our online marketing campaigns, qualify them using a simple and proven script, and book appointments directly with our broker. You’ll also send follow-up SMS and emails, keep CRM records up to date, and ensure every client feels supported and valued.

We’re seeking someone with excellent English communication skills, a positive and professional phone manner, and previous experience in appointment setting or customer service (Australian or US campaigns are highly regarded).

You’ll be responsible for calling leads, identifying whether they are cold, warm, or hot, and scheduling qualified appointments. The right person will be dependable, organised, and self-motivated, with the ability to work independently and maintain high attention to detail. This is a long-term work-from-home opportunity to support a professional Australian team in helping clients take the next step toward their home ownership goals.

This role has incentive renumeration, which is based on candidates performance.