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Overview20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.A mortgage professional managing a team of loan officers is seeking a Business Support Virtual Assistant to help manage leads, maintain an organized CRM, conduct consistent follow-up, and schedule qualified appointments.The primary focus is providing personalized lead follow-up without overly aggressive outreach. The client receives purchased leads, referral opportunities, and prospects through multiple sources and needs a dependable VA to ensure these opportunities are properly organized, nurtured, and followed up with.Mortgage experience is strongly preferred; however, excellent English communication, phone presence, appointment-setting ability, and personality are the highest priorities.The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.Scope of ServicesContractors will be required to provide services that align with the following client tasks:Lead Follow-Up & Appointment SettingFollow up with purchased, existing, and referral-generated leadsConduct professional phone, SMS, and email follow-upQualify basic interest and schedule appointments with the clientReactivate older leads using client-provided messaging and relevant market updatesHandle basic objections and maintain a conversational, personalized approachTrack follow-ups and ensure qualified opportunities do not fall through the cracksCRM & Lead ManagementMaintain lead information, notes, statuses, and follow-up activities within GoHighLevelOrganize CRM pipelines and incoming leadsTrack appointments and outstanding follow-up requirementsMaintain accurate and current prospect recordsSupport leads generated through the client's existing systems and campaignsReferral & Business SupportAssist with follow-up to referral and potential business partnersMaintain organized partner and prospect informationSupport appointment coordination and calendar managementAssist with additional lead-management and administrative responsibilities as assignedEach engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.SkillsThe Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:Previous appointment-setting or lead follow-up experience requiredPhone-based customer service, sales support, or lead nurturing experience requiredMortgage industry experience strongly preferredGoHighLevel experience strongly preferredCRM and lead-management experience requiredExperience communicating with U.S.-based consumers strongly preferredStrong written and verbal English communication requiredReferral or partnership outreach experience is a plusIDEAL CANDIDATE PROFILEExcellent spoken English with clear articulationConfident, personable, and professional on the phoneStrong appointment-setting and follow-up abilityAble to build rapport rather than rely on overly aggressive outreachOrganized and comfortable managing multiple leadsProactive with strong follow-throughComfortable working independently within established processesAPPLICATION SOFTWARE KNOWLEDGEABLE / REQUIREDGoHighLevel (GHL) – Strongly PreferredCRM / Lead Management PlatformsPhone / VoIP SystemsEmail & SMSCalendar / Appointment Scheduling PlatformsGoogle Workspace / Microsoft OfficeWork ScheduleContracted Hours per Week: 10 HoursScheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)Daily Working Time: TBD ESTNote: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.Terms of EngagementContractors will operate under a Master Services Agreement and a Statement of WorkThis is not an offer of employment; contractors are not employees of 20four7VA or any clientAll compensation is processed through 20four7VA according to the terms of the engagementRole Summary & RequirementsREQUIRED SERVICE: Business SupportREQUESTED EXPERIENCE TIER LEVEL: Junior, Senior LevelContracted Hours per Week: 10 hours/weekDaily Working Time: TBD ESTScheduled Working Days: Monday-FridayREPORTING TO/POC: To Be DeterminedNumber of VAs: 1GENDER PREFERENCE: NoneLANGUAGES SPOKEN/PREFERENCE: English ACCENT PREFERENCE: Level A-B (Native or near native English accent required)REGION PREFERENCES: AnyWhat we offerCompetitive ratesWeekly paymentsVarious open roles are availableFree training and upskillingConstant support and guidanceA vibrant community always ready to support youAnd more!
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