LOA / Loan Officer Assistant – Phone-Based Lead Outreach & Appointment Setter

About Us:
Mortgage by Q is a fast-growing U.S.-based mortgage brokerage that generates consistent inbound leads through social media and advertising. We use Go High Level (GHL) as our CRM to manage our pipeline from first call to funded loan. We're looking for a confident, relentless phone-based appointment setter who can engage our leads, qualify them, and book them directly onto our loan officer's calendar.

If you're shy on the phone — this is not the role for you. If you love talking to people, hitting goals, and earning more when you perform — keep reading.

What You'll Be Doing:

-Call every new inbound lead promptly upon entry into Go High Level — speed to lead is everything
-Execute a qualification script to assess borrower readiness (credit, income, loan purpose, timeline)
-Overcome objections professionally and keep leads engaged and moving forward
-Book qualified appointments directly on the loan officer's GHL calendar
-Follow up with unresponsive leads on a structured daily call cadence — no lead goes cold
-Update all lead statuses, call notes, and pipeline stages in GHL after every call
-Track your daily call volume, contact rate, and booked appointments and report weekly
-Coordinate with the loan officer for smooth handoffs before every scheduled appointment


You're the Right Person If You:

-Have excellent spoken English — you'll be speaking directly with U.S. homeowners and borrowers every day
-Are naturally confident and comfortable on the phone — you enjoy conversations, not avoid them
-Have experience in a BPO, outbound sales, telemarketing, or real estate/mortgage phone role
-Know how to handle objections without giving up after the first "not interested"
-Have used Go High Level or a similar CRM to log calls and manage pipelines
-Can work U.S. Pacific or Mountain Time hours — real-time availability during business hours is required
-Are self-motivated, hit your daily call targets without being micromanaged, and own your numbers


Bonus Points For:

-Prior phone experience specifically in U.S. mortgage, real estate, or financial services
-Familiarity with mortgage terms (refinance, cash-out, pre-approval, DSCR)
-Go High Level experience — pipelines, calendar booking, call logging
-Proven track record of appointment-setting metrics (contact rate, show rate, booked calls per day)


Compensation Structure:

-Hourly base rate — stable income while you build your pipeline
-Commission on every funded loan you helped bring in — the more qualified appointments you set that close, the more you earn
-This structure rewards performance. Top setters who book quality appointments will earn significantly more than their base


Application Questions:

-Tell us about your phone outreach experience. Have you made outbound calls for a U.S.-based mortgage, real estate, or financial services company? How many calls did you make per day and how many appointments did you set per week?
-How do you handle objections on a call? Give us a real example — a lead said "I'm not interested" or "call me back later." -What did you say and what was the outcome?
-Have you used Go High Level? Specifically, have you logged calls, updated pipelines, or booked appointments inside GHL? If not, what CRM have you used and how comfortable are you learning new systems?
-What is your spoken English like? Please submit a 60-second Loom video or voice recording introducing yourself and explaining why you're the best fit for this role. (Applications without a recording will not be reviewed.)
-What is your expected monthly rate, and are you available to work U.S. Pacific or Mountain Time business hours Monday through Friday?