Manage leads, maintain CRM, and schedule qualified appointments for a mortgage professional.
Conduct professional follow-up via phone, SMS, and email, and qualify leads with a personalized approach.
Organize CRM pipelines, track follow-ups, and support referral outreach and administrative tasks.
20four7VA connects offshore independent contractors with clients worldwide, focusing on developed markets like the US, UK, Canada, and Australia. They offer free training, support, and a vibrant community for contractors.
Conduct lead outreach and follow-up via phone, email, and SMS using approved scripts and maintain professional communication.
Identify interested prospects and schedule appointments, track leads and maintain accurate records in spreadsheets.
Work 20 hours per week, Monday to Friday, 10 AM-2 PM EST, with a focus on consistent follow-up and appointment setting.
20four7VA connects offshore independent contractors with clients worldwide to deliver remote business support services. The company offers a vibrant community, free training, and constant support for contractors.
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.
Serve as a versatile back-office and executive support resource for a North Carolina Realtor, handling CRM, transaction coordination, and client follow-up.
Manage transaction and listing coordination, including document preparation, MLS entry, and vendor coordination.
Provide proactive executive support such as calendar and inbox management, follow-ups, and maintaining organized workflows.
20four7VA connects offshore independent contractors with clients worldwide, primarily in developed markets. It offers a vibrant community, free training, and constant support to its contractors.
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.
Provide warm, responsive customer support across email, chat, and phone.
Build rapport with customers to understand their needs and guide them through their home-buying journey.
Assign leads to partner agents and troubleshoot inquiries with clarity and care.
Neighborhoods.com and 55places.com are real estate platforms that help home buyers find their next home. The company emphasizes customer service excellence and offers a remote, contract-based work environment.
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.
Provide property management and business operations support, including tenant communication and contractor coordination.
Manage Turo car rental operations, customer communication, and scheduling.
Use AI tools to streamline workflows and support administrative tasks across multiple platforms.
20four7VA connects offshore independent contractors with clients worldwide, primarily in developed markets. The company offers a supportive community with free training and constant guidance.
Proactively conduct outbound prospecting via email, phone calls, and LinkedIn to identify and engage potential franchise partners.
Build and maintain a robust pipeline of qualified prospects, schedule discovery calls, and nurture relationships throughout the sales cycle.
Accurately track outreach and engagement in CRM, provide progress reports, and collaborate with internal teams for seamless lead handover.
VA4U is a virtual assistant services company that helps businesses expand through franchise development and B2B sales support. We are a growing, collaborative team that values long-term career growth and a supportive remote culture.
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.
Own the sales pipeline from post-call follow-up through close, ensuring timely follow-ups and deal progression.
Manage GTM operations and automated workflows, including AI-drafted communications and CRM maintenance.
Conduct lead research and enrichment using tools like Attio and Clay, maintaining accurate CRM records.
20four7VA connects businesses with offshore virtual assistants to improve operational efficiency. They offer a supportive community with free training, upskilling, and constant guidance for contractors.
Manage executives' calendars, coordinate meetings, and act as a gatekeeper for appointments.
Handle client communication via phone and email, screening calls and following up on opportunities.
Maintain CRM records, support buyer outreach, and assist with transaction documentation.
Business brokerage and M&A firm that helps owners sell companies and buyers acquire opportunities, managing the full transaction. Part of a $12.5B+ national network, they offer a fast-moving, tech-forward, client-focused environment with boutique attention.
Conduct outbound calls to target businesses and introduce staffing solutions.
Qualify prospects, schedule appointments for the sales team, and maintain CRM records.
Work remotely with provided scripts and ongoing support to build sales pipeline.
This partner company offers staffing and workforce solutions to businesses across industries. They provide fully remote work opportunities and support a global professional community with continuous guidance and resources.
Manage marketing listings across platforms like AppFolio, Zillow, and Facebook Marketplace, ensuring accuracy and timely updates.
Handle lead management, scheduling showings, and processing applications from lead to lease execution.
Support reporting and KPIs, including occupancy, days on market, and renewal rate, while assisting with investor updates and eviction administration.
Wing is on a mission to redefine the future of work for companies worldwide, offering a one-stop shop for building world-class teams and automating operations. They foster an inclusive culture with opportunities for career growth and upskilling.
Prospect and generate qualified leads using LinkedIn Sales Navigator and other sourcing tools.
Qualify prospects through meaningful conversations and discovery questions.
Schedule appointments for the business development team and maintain accurate CRM records.
Yokly connects talented professionals with international clients for remote work opportunities. They foster a supportive culture with continuous coaching and long-term career growth.
Manage and maintain HubSpot CRM, ensuring data accuracy and organization.
Build and manage automations using Zapier and AI tools like ChatGPT.
Support operational processes, scheduling, and KPI tracking across the business.
Assist World provides virtual assistant services to growing consulting businesses. They are a remote-first company focused on automation and process efficiency, fostering a culture of ownership and proactive problem-solving.
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.
Assist with real estate transaction paperwork and administrative tasks, ensuring documents, disclosures, and signatures are prepared and maintained accurately.
Manage transaction files in SkySlope, follow checklists, and monitor missing documents.
Communicate with clients via email, draft professional correspondence, and support MLS-related tasks.
20four7VA is a virtual assistant staffing company that connects offshore independent contractors with clients worldwide, primarily in developed markets. They are seeking a part-time Real Estate Transaction Coordinator for a California Realtor.
Make outbound cold calls and engage with prospects across multiple channels.
Manage leads in CRM and execute cold email and LinkedIn outreach campaigns.
Track prospect engagement and collaborate with the internal team.
Wing is a company that helps businesses build world-class teams and automate operations, offering remote assistant services. They emphasize a supportive, inclusive culture with opportunities for growth and a fun work environment.
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.