Conduct outbound calls using provided scripts to generate qualified Zoom appointments with prospective clients.
Perform personalized email outreach through Gmail and web contact forms while tracking activity accurately.
Maintain organized records of calls, emails, and follow-ups to ensure no prospects are overlooked.
20four7VA is a platform that connects offshore independent contractors with clients worldwide, providing virtual assistant and business support services. It operates with a global network of contractors and emphasizes professional development and community support.
Manage and maintain CRM platforms like MLOFLO daily, including campaign health, contact records, and lead routing.
Create professional marketing content using Canva or Adobe Express, and maintain social media calendars.
Deliver weekly and monthly reports on campaign performance and referral tracking.
A growing mortgage lending operation based in Plano, Texas, seeking a Virtual Assistant to manage their marketing technology stack and CRM platforms. They are a high-producing business focused on systems and output, working with a small team of two people.
Act as the first point of contact for inbound mortgage leads, building rapport and qualifying them for mortgage advisers.
Manage a large lead pipeline through CRM, follow-up calls, and structured processes to book qualified appointments.
Use modern tools like CRM, communication platforms, and AI-supported productivity systems to stay organized and efficient.
Jobgether is a platform that uses AI-powered matching to connect candidates with hiring companies. It processes applications efficiently and shares top candidates with employers for final decisions.
Make high-volume inbound and outbound calls to qualify leads and book appointments for contractors within minutes.
Follow up on unresponsive leads with a persistent cadence until they are worked or dropped.
Keep the CRM immaculate by logging every call, outcome, and next step to optimize ad spend.
Wonderly builds an all-in-one AI platform for service businesses like contractors and law firms, handling ads, CRM, and project delivery. With a $500M+ valuation and YC backing, the company fosters an intense, fast-paced culture for top talent.
Follow up with new leads, schedule consultations, and collect borrower information to complete loan applications.
Send documentation requests and review files before submitting for pre-approval.
Manage the Mortgage Advisor's calendar and track lead activity in the CRM.
Better is an AI-native platform rebuilding home finance, having funded over $110B in loans and raised over $1.2B in equity capital. They operate at real scale with a focus on modernizing the mortgage industry.
Assist with preparing dispute packets and reviewing client credit information using established procedures.
Conduct bureau-related calls using approved processes and maintain clear documentation.
Support administrative tasks such as maintaining client records in GoHighLevel and using Slack and Notion for communication.
20four7VA provides remote independent contractors to clients worldwide, focusing on developed markets like the US, UK, Canada, and Australia. They offer a vibrant community, free training, and constant support for their contractors.
Make high-volume outbound calls to generate qualified 30-minute Zoom appointments with prospective clients using company-provided lists.
Handle basic objections and conduct brief qualification conversations to schedule appointments that are likely to be retained.
Maintain accurate appointment details and adhere to calling scripts and activity management requirements.
20four7VA connects offshore independent contractors with clients worldwide to deliver remote services. They offer competitive rates, weekly payments, free training, and a supportive community.
Prepare listing paperwork, enter property listings into Bright MLS, and manage transaction documents in Dotloop.
Coordinate prospecting schedules, organize client information, and track outstanding paperwork and follow-ups.
Assist with basic listing marketing materials, property descriptions, and monthly newsletter formatting.
20four7VA connects offshore independent contractors with clients worldwide to deliver remote business support services. The company offers a supportive community with free training, upskilling, and constant guidance.
Speak with business owners and decision-makers about AI-driven marketing solutions.
Book qualified discovery calls for the team to close.
Work remotely with a flow of warm leads and data for key decision-makers.
DigiMarCon is a rapidly growing company specializing in AI-driven marketing and automation solutions. They help businesses grow through innovative technology, with a focus on building a long-term career for their team members.
Manage full sales cycle follow-up, from prospect communication to contract administration and onboarding handoffs.
Maintain HubSpot CRM accuracy, track pipeline stages, and support sales forecasting and reporting.
Coordinate audits, pitch materials, and internal handoffs, ensuring deadlines and deliverables are met.
Podean is a leading marketplace agency helping brands accelerate growth across Amazon, Walmart, Target, TikTok Shop, and other digital commerce platforms. They combine strategic expertise, data-driven insights, and creative innovation, and are recognized as one of Digiday’s Best Employers for Remote Employees, fostering a remote-first, globally connected culture.
Manage the founder's calendar and inbox daily, prioritizing tasks with urgency to clear the queue.
Own each step of client transactions independently, from handoff to completion.
Handle polished communication with high-net-worth clients, using CRM (HubSpot) and spreadsheets.
Assist World is a company that provides virtual assistant services, including for a life insurance brokerage focusing on high-net-worth clients across Africa, the Middle East, and Europe. They emphasize a remote-first culture with no time trackers and value independence and precision.
Drive the full sales cycle for mortgage prospects, acting as a product advisor and consultative seller.
Manage complex buying committees and expand accounts by identifying new use cases.
Collaborate with Product and Solutions Engineering to scope integrations and bring customer feedback.
Truv empowers mortgage lenders, banks, credit unions, and government agencies to make faster, smarter verification decisions through consumer-permissioned income, employment, and asset data. The company is backed by Kleiner Perkins and is an approved verification vendor for Fannie Mae and Freddie Mac.
Serve as the primary point of contact for inbound leads across multiple channels, qualifying prospects and guiding them through the sales cycle.
Manage leads in the GoHighLevel CRM, maintaining accurate records and ensuring timely follow-ups and pipeline updates.
Support customer onboarding, scheduling, and cross-selling opportunities while monitoring lead quality from digital marketing campaigns.
My Hero VA is a virtual assistant service provider connecting skilled professionals with U.S.-based companies. They focus on remote roles and emphasize team collaboration and continuous learning in a fully remote environment.
Proactively identify, engage, and qualify new prospects through outbound outreach and respond to inbound leads.
Schedule and conduct compelling software demos, aligning product capabilities to prospect goals.
Maintain accurate records in CRM and collaborate with cross-functional teams to optimize lead handoff.
HighLevel is an AI-powered business operating system that gives agencies, entrepreneurs and SMBs the infrastructure to build, automate and scale. With over 2,000 team members across 10+ countries, HighLevel operates as a global, remote-first organization built for speed and ownership.