Scale Virtually VA

Inside Sales – Appointment Setter, VA

Scale Virtually VA

part-time

Posted on:

Location Type: Remote

Location: Mexico

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About the role

  • The VA’s primary objective is to execute a consistent outreach cadence—via phone, email, and text—to book qualified borrower appointments directly on the client’s calendar.
  • Conduct daily outbound communication (calls, texts, emails) using the pre-qualified lead database provided by the client.
  • Book qualified leads directly on client’s Calendly (or approved calendar). Ensure all details are correctly entered in the invite description.
  • Send Start-of-Day (SOD) and End-of-Day (EOD) reports via email summarizing planned and completed outreach.
  • Log all outreach attempts, statuses, and outcomes in the designated Tracker/CRM file daily.
  • Adhere strictly to the NDA and data handling protocols defined in this playbook.

Requirements

  • Understanding the role of builders, general contractors, and investors in real estate lending. Familiarity with the concept of borrower qualification, DSCR loans, and project-based financing.
  • Knowledge of outbound cadence strategies (email → call → text → follow-up) and appointment-setting best practices.
  • Familiarity with data management in Excel or lightweight CRM trackers for logging call outcomes, follow-ups, and contact dispositions.
  • Understanding how to book and organize appointments using Calendly or Google Calendar, ensuring accuracy in time zones and buffer periods.
  • Understanding American business communication standards—professional yet conversational tone; concise, respectful messaging; avoidance of filler or slang.
  • CRM Platforms (Lead Management Tracker)
  • Gmail (Custom Domain)
  • Hubspot Calendar

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
outbound communicationappointment settingdata managementlogging outcomesborrower qualificationDSCR loansproject-based financingappointment organizationemail communicationfollow-up strategies
Soft skills
professional communicationconcise messagingrespectful messagingorganizational skillsattention to detail