Act as the first point of contact for inbound mortgage leads, answering initial questions and making clients feel supported.
Work with a high volume of inbound applications to determine timeline and needs, supporting brokers to manage their time.
Review applications for missing details, gathering necessary information and ensuring the file is "broker-ready" before handoff.
Wealthsimple is a financial company that aims to make financial freedom accessible to everyone regardless of age or net worth. They offer simple, smart investing, commission-free stock trading, and high-interest savings accounts.
Understand client needs and provide sales and credit services related to loans for BMO clients or prospects.
Advise clients on borrowing strategies and products that meet their goals.
Perform sales and service activities for the client in accordance with approved procedures.
BMO is driven by a common purpose: To have the courage to make a difference in life, as in business. As the eighth largest bank in North America by assets, they provide personal and commercial banking, wealth management, and investment services to over 12 million customers.
Acting as a mortgage originator for your own pipeline of loans
Maximizing lock and fund conversions for leads provided to you
Building relationships with your buyer’s realtors and keeping them informed throughout the transaction
Better is reimagining home finance and making it faster, cheaper, and easier for everyone to become a homeowner. They leverage creative technology and innovation to make the home buying journey more approachable and understandable and home finance more affordable and accessible. They have funded over $100 billion in loans for their customers.
Build prospect lists and initiate contact through phone calls.
Act as the first point of contact for marketing-generated leads.
Qualify leads and schedule discovery meetings for the sales team.
FreeWill partners with nonprofits to make powerful ways to donate easier and more accessible. They have over 200 employees who are smart, tenacious, and kind, and the company has been named a "Most Loved Workplace".
Own and manage the full sales cycle from discovery to close for large companies.
Develop relationships with executives and associated decision-makers.
Collaborate with teams to drive product strategy and ensure long-term customer success.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Place calls to assist past clients with new applications.
Identify client needs and how products meet them.
Reach out to inactive customers to understand their experience.
Five Star Call Centers values diversity and is committed to cultivating a professional, diverse workforce by hiring the best people available and providing the best service possible to our customers. The company is an EOE/Veterans/Disabled/LGBT employer and participates in the E-verify program.
Managing outbound prospecting efforts through outreach sequences, calls (150+ daily), and emails.
Qualifying a small portion of inbound leads generated by marketing campaigns and assessing fit.
Scheduling and transitioning pitch calls for Account Executives.
SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions.
Outreach to investors via phone to discuss Property Leads value proposition and product offering; a minimum of 200 dials a day.
Overcoming objections and negotiating solutions while building trust with investors to understand their needs.
Meeting and exceeding required sales targets; responsible for the amount an investor deposits upon sign up.
Property Leads is a Pay-Per-Lead company that generates high-quality, inbound, motivated seller leads for real estate investors. They are a team of ambitious, results-driven individuals with bold goals for both their company and their personal growth, seeing themselves as a high-performance sports team, focused, competitive, and committed to winning.
Convert warm leads into active students, with no cold calling required.
Understand student goals and match them to recognised qualifications.
Communicate the real-world value of becoming a builder or site supervisor.
Builders Academy Australia (BAA) builds futures in Australia’s construction industry by providing education that enables students to become licensed builders, site supervisors, or industry leaders. They value impact, integrity, and individual success and were awarded the 2021 Victorian Small Training Provider of the Year.