Mortgage / Real Estate Sales Outreach Specialist

Please login or register as jobseeker to apply for this job.

: TYPE OF WORK

Part Time

: SALARY

$5/hr plus commission

: HOURS PER WEEK

20

: DATE UPDATED

Jul 24, 2026

JOB OVERVIEW

Mortgage / Real Estate Sales Outreach Specialist
About Shepherd Mortgage ( ---------- )

Shepherd Mortgage is a private lending and mortgage brokerage business focused on helping real estate investors secure financing for investment properties. We work with investors, builders, and landlords on loan products such as bridge loans, DSCR rental loans, fix-and-flip loans, and refinance options.

We are looking for a motivated sales outreach specialist to help us contact real estate investors whose loans may be coming due for maturity and start conversations about refinance options.

Role Overview

This is a sales-focused virtual assistant role. Your main responsibility will be to make introductory outreach calls to real estate investors, ask about their current loan situation, and determine whether they may need help refinancing a loan that is coming due.

You will not be responsible for quoting detailed loan terms or structuring complex mortgage scenarios. Your job is to create conversations, qualify interest, gather basic information, and book follow-up calls with the loan advisor.

Responsibilities
Make outbound calls to real estate investors and borrowers
Start conversations around loans that may be coming due for maturity
Ask if the borrower is interested in refinance options, including DSCR rental loans, bridge loans, or other private lending solutions
Gather basic borrower and property information
Identify interested prospects and schedule follow-up calls
Send basic follow-up emails and messages when needed
Update CRM records accurately after each call
Track outreach activity, including calls made, conversations, interested leads, and booked appointments
Maintain a professional and conversational tone with U.S.-based real estate investors
Requirements
Prior mortgage, real estate, lending, or financial services experience is required
Prior sales, cold calling, or appointment-setting experience is required
Fluent, native-like English speaking and writing skills
Comfortable speaking with U.S.-based business owners and real estate investors
Ability to follow a script while still sounding natural and conversational
Experience using CRM systems such as HubSpot, GoHighLevel, Salesforce, Pipedrive, or similar platforms
Reliable internet connection and quiet work environment
Strong attention to detail and consistent follow-up habits
Ability to work during U.S. business hours, at least partially
Ideal Candidate

The ideal candidate has experience making outbound sales calls, preferably in mortgage, real estate, lending, or financial services. You should be comfortable having professional conversations, handling rejection, asking good questions, and identifying when a prospect may be a good fit for a refinance conversation.

We are looking for someone who is confident, organized, reliable, and motivated by results.

Compensation

Base pay: $5 USD per hour
Commission: $50 USD for each successfully closed loan generated from your outreach

This role has the opportunity to grow over time based on performance, consistency, and quality of booked opportunities.

Schedule

20 hour trial run to start, with the opportunity to grow into a larger role.

Must overlap with some U.S. business hours.

How to Apply

Please send the following:

A brief summary of your mortgage, real estate, or lending experience
A summary of your outbound sales or appointment-setting experience
A short voice recording introducing yourself and explaining why you would be a good fit for this role
Any CRM tools you have used before
Your availability in U.S. time zones

Applications without a voice recording may not be considered.

SKILL REQUIREMENT

Outbound Sales Mortgages Sales

SHARE THIS POST

Job Post	Reporter	Rank	Reason	Date

BENCHMARKS

Loading Time: Base Classes	0.0007
Controller Execution Time ( Jobseekers / Job )	0.0168
Total Execution Time	0.0180

GET DATA

No GET data exists

MEMORY USAGE

1,504,312 bytes

POST DATA

No POST data exists

URI STRING

jobseekers/job/Mortgage-Real-Estate-Sales-Outreach-Specialist-1686024

CLASS/METHOD

jobseekers/job

DATABASE: onlinejobs (Jobseekers:$db) QUERIES: 13 (0.0112 seconds) (Hide)

0.0004	`SELECT * FROM exrates WHERE rate_name = 'USD-PHP'`
0.0004	SELECT * FROM `employer_jobs` WHERE `job_id` = 1686024 LIMIT 1
0.0004	SELECT * FROM `employers` WHERE `employer_id` = 953322 LIMIT 1
0.0027	SELECT COUNT(*) AS `numrows` FROM `t_thread` `t` LEFT JOIN `t_thread_misc` `misc` ON `t`.`id` = `misc`.`thread_id` WHERE `t`.`job_id` = 1686024 AND `misc`.`id` IS NULL
0.0005	SELECT e.business_name, e.logo, e.website, e.rebill_date, e.date_added member_date, hits, DATEDIFF('2026-09-04',ej.date_added) duration_days, DATEDIFF('2026-09-04',e.rebill_date) duration_rebill, ej.*, e.deactivate FROM employers e, employer_jobs ej WHERE e.employer_id = ej.employer_id AND ((e.user_level >= '500' AND ej.date_added <= e.rebill_date) OR e.employer_id = '' OR (ej.date_approved <> '2000-01-01' and DATEDIFF('2026-09-04',ej.date_added) <= 14 )) AND e.deactivate != 1 AND ej.deleted = 0 AND job_id = '1686024'
0.0008	SELECT * FROM `employer_jobs_skills` `ejs` LEFT JOIN `skills_categories` `sc` ON `ejs`.`skill_id` = `sc`.`id` WHERE `job_id` = 1686024
0.0008	UPDATE employer_jobs SET hit_counts = '*Jul-09-2026=330Jul-10-2026=94Jul-11-2026=25Jul-12-2026=19Jul-13-2026=25Jul-14-2026=12Jul-15-2026=4Jul-16-2026=2Jul-17-2026=5Jul-18-2026=1Jul-19-2026=2Jul-21-2026=3Jul-22-2026=2Jul-23-2026=1Jul-24-2026=159Jul-25-2026=113Jul-26-2026=34Jul-27-2026=29Jul-28-2026=16Jul-29-2026=9Jul-30-2026=10Jul-31-2026=5Aug-01-2026=4Aug-02-2026=5Aug-03-2026=3Aug-04-2026=4Aug-05-2026=3Aug-06-2026=3Aug-08-2026=1Aug-09-2026=1Aug-10-2026=1Aug-12-2026=2Aug-13-2026=1Aug-15-2026=4Aug-16-2026=2Aug-18-2026=1Aug-20-2026=1Aug-21-2026=2Aug-22-2026=1Aug-23-2026=2Aug-24-2026=6Aug-25-2026=2Aug-26-2026=2Aug-27-2026=4Aug-28-2026=1Aug-29-2026=1Aug-30-2026=1*Sep-04-2026=1' WHERE job_id= '1686024'
0.0010	`UPDATE employer_jobs SET monthly_hits = '*Jul-2026=900Aug-2026=58**Sep-2026=1' WHERE job_id= '1686024'`
0.0020	`SELECT date_sent FROM jobseeker_sent_emails WHERE jobseeker_id = '' AND job_id = '1686024' AND status LIKE 'sent%' ORDER BY id DESC`
0.0004	SELECT * FROM `employer_jobs_skills` `ejs` LEFT JOIN `skills_categories` `sc` ON `ejs`.`skill_id` = `sc`.`id` WHERE `job_id` = 1686024
0.0011	SELECT COUNT(*) AS `numrows` FROM `employer_jobs` WHERE `employer_id` = '953322' AND `date_added` >= '2022-06-08'
0.0003	`select * from teasers`
0.0003	`SELECT * FROM skill_categories WHERE skill_cat_id=''`

HTTP HEADERS (Show)

SESSION DATA (Show)

__ci_last_regenerate	1788537544
last_page	https://v1.stage.onlinejobs.ph/jobseekers/job/Mortgage-Real-Estate-Sales-Outreach-Specialist-1686024
csrf-token	595cd486ca12df6f1bb6d4642b38fffc
job_search_keyword

CONFIG VARIABLES (Show)

base_url	https://v1.stage.onlinejobs.ph
log_threshold	2
enable_profiler
index_page
uri_protocol	PATH_INFO
url_suffix
language	english
charset	UTF-8
enable_hooks	1
subclass_prefix	MY_
composer_autoload	vendor/autoload.php
permitted_uri_chars	a-z 0-9~%.:_\=\-\+\@?\&
enable_query_strings
controller_trigger	c
function_trigger	m
directory_trigger	d
allow_get_array	1
log_path
log_file_extension
log_file_permissions	420
log_date_format	Y-m-d H:i:s
error_views_path
cache_path
cache_query_string
encryption_key	OdBUArjiWg9I7u7bvAwQ7Fu35VB1kzga
sess_driver	files
sess_cookie_name	ci_session
sess_expiration	2678400
sess_save_path
sess_match_ip
sess_time_to_update	300
sess_regenerate_destroy
cookie_prefix
cookie_domain
cookie_path	/
cookie_secure
cookie_httponly
standardize_newlines
global_xss_filtering	1
csrf_protection
csrf_token_name	csrf_test_name
csrf_cookie_name	csrf_cookie_name
csrf_expire	7200
csrf_regenerate	1
csrf_exclude_uris	Array ( )
compress_output
time_reference	local
rewrite_short_tags
proxy_ips
ojadmin	JpjZkQN5A8l@^L
salt	+UFjSAT49tPZLtmU2CIG2FYN7pRhgsWyLHgSyQa6k3I=
queue_enabled
twilio	Array ( [sid] => AC00c0594045c6eef9407e8fff01f3d467 [token] => f0bfc0b73444a077894a43f5f75e6d41 [length] => 6 [from] => +639221200200 [code_expiry_seconds] => 14400 )
maintenance	Array ( [admin] => Array ( [verification] => ) [announcement_bar] => Array ( [show_slow_issue_message] => ) )
trustpilot	Array ( [to_email] => onlinejobs.ph+3d844ebf71@invite.trustpilot.com )
services	Array ( [google_tag_manager] => Array ( [id] => GTM-T5CQMS6P ) [chatgpt] => Array ( [secret] => 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 ) [claude] => Array ( [secret] => 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 ) )
v2_url	https://v2.onlinejobs.ph
replacemyself_secret_key	Kk1WpgTMkc4wBQOqC5rqCssdLhACKrsJeTtO1ywUkT4=
app	Array ( [app] => Array ( [command] => Array ( [map] => Array ( [OnlineJobs\Mailer\Command\SendEmailCommand] => OnlineJobs\Mailer\Handler\SendEmailHandler [OnlineJobs\Mail\Command\SendEmailCommand] => OnlineJobs\Mail\Handler\SendEmailHandler [OnlineJobs\Mail\Command\QueueEmailPendingCommand] => OnlineJobs\Mail\Handler\QueueEmailPendingHandler [OnlineJobs\Mail\Command\QueueJobEmailPendingCommand] => OnlineJobs\Mail\Handler\QueueJobEmailPendingHandler [OnlineJobs\Mail\Command\QueueUnapprovedEmailCommand] => OnlineJobs\Mail\Handler\QueueUnapprovedEmailHandler [OnlineJobs\Mail\Command\ProcessEmailQueueCommand] => OnlineJobs\Mail\Handler\ProcessEmailQueueHandler [OnlineJobs\Mail\Command\PutJobseekerEmailOnHoldCommand] => OnlineJobs\Mail\Handler\PutJobseekerEmailOnHoldHandler [OnlineJobs\Purchase\Command\RealEstateVaCourseCommand] => OnlineJobs\Purchase\Handler\RealEstateVaCourseHandler [OnlineJobs\Test\Command\HelloCommand] => OnlineJobs\Test\Handler\HelloHandler ) [middleware] => Array ( ) ) [providers] => Array ( [0] => OnlineJobs\Bus\BusServiceProvider [1] => OnlineJobs\Database\DbServiceProvider [2] => OnlineJobs\Mailer\MailerServiceProvider [3] => OnlineJobs\Support\SupportServiceProvider [4] => OnlineJobs\Employer\ServiceProvider [5] => OnlineJobs\Jobseeker\ServiceProvider [6] => OnlineJobs\Mail\ServiceProvider [7] => OnlineJobs\Postal\ServiceProvider [8] => OnlineJobs\Queue\ServiceProvider [9] => OnlineJobs\Courier\ServiceProvider [10] => OnlineJobs\Job\ServiceProvider [11] => OnlineJobs\Purchase\ServiceProvider ) ) )
meta	Array ( [facebook] => Array ( [input] => 1 [connect] => 2 [timezone] => 3 [url] => 30 [id] => 31 [photo] => 32 [name] => 33 [email] => 34 [review] => 35 ) [trust] => Array ( [government_id] => 4 [utility_bill] => 5 [selfie_photo] => 6 [profile_picture] => 7 [phone_number] => 8 [facebook] => 9 ) [verify] => Array ( [profile_picture] => 10 [government_id] => 11 [selfie_photo] => 12 [utility_bill] => 13 [address] => 14 [name] => 15 [reviewed] => 16 [government_group] => 28 [address_group] => 29 [mobile] => 38 ) [address] => Array ( [complete] => 17 [room_unit_no] => 20 [house_no] => 21 [street] => 22 [subdivision] => 23 [barangay] => 24 [city] => 25 [province] => 26 [postcode] => 27 ) [reviewed] => Array ( [similar_names] => 1 ) [name] => 18 [phone] => 19 [sms_verification_code] => 36 [resend_verification_code] => 37 [address_read] => 39 [first_name] => 100 [middle_name] => 101 [last_name] => 102 [edit] => Array ( [government_id_group] => 40 [address_group] => 41 [mobile_group] => 42 ) [salary_re_entry] => 103 [id_proof_recalibrate] => 104 [email] => 44 [mobile_verification_type] => 45 )
honeypot	Array ( [name_field] => my_name [enabled] => 1 )

HTTP_ACCEPT	/
HTTP_USER_AGENT	Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)
HTTP_CONNECTION	Upgrade
SERVER_PORT	80
SERVER_NAME	v1.stage.onlinejobs.ph
REMOTE_ADDR	127.0.0.1
SERVER_SOFTWARE	Apache/2.4.58 (Ubuntu)
HTTP_ACCEPT_LANGUAGE
SCRIPT_NAME	/index.php
REQUEST_METHOD	GET
HTTP_HOST
REMOTE_HOST
CONTENT_TYPE
SERVER_PROTOCOL	HTTP/1.1
QUERY_STRING
HTTP_ACCEPT_ENCODING	gzip, br, zstd, deflate
HTTP_X_FORWARDED_FOR	216.73.216.49
HTTP_DNT

Mortgage / Real Estate Sales Outreach Specialist

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

Why is this blurred?