Sales Development Representative (SDR) / Appointment Setter – Private Lending & Mortgage

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TYPE OF WORK

Full Time

SALARY

1000

HOURS PER WEEK

40

DATE UPDATED

Aug 7, 2026

JOB OVERVIEW

Sales Development Representative (SDR) / Appointment Setter – Private Lending & Mortgage

TYPE OF WORK

Full Time

WAGE / SALARY

$1,000/month + Performance Bonuses

HOURS PER WEEK

40+ (no commission cap, unlimited earning potential)

JOB OVERVIEW

Location: Remote (Must be available during Eastern Time business hours)

About Us

We are a fast-growing private real estate lending company that specializes in financing real estate investors across the United States. Our loan products include:

* DSCR (Debt Service Coverage Ratio) Loans
* Fix & Flip Loans
* Ground-Up Construction Loans
* Bridge Loans
* Commercial Real Estate Loans
* Rental Portfolio Loans
* Other Private Lending Solutions

We are looking for an experienced Sales Development Representative (SDR) / Appointment Setter who already understands the private lending and mortgage industry. The ideal candidate has experience speaking with real estate investors, mortgage brokers, loan officers, or borrowers seeking investment property financing.

If you have experience qualifying borrowers for private lending products and thrive in a fast-paced sales environment, we'd love to hear from you.

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Key Responsibilities

* Make outbound calls, emails, and SMS to prospective borrowers, investors, mortgage brokers, and referral partners
* Qualify leads based on lending guidelines and financing needs
* Identify the appropriate loan product (DSCR, Fix & Flip, Ground-Up Construction, Commercial, Bridge, etc.)
* Schedule qualified appointments for Loan Officers and Account Executives
* Maintain detailed notes and manage the sales pipeline using GoHighLevel CRM
* Follow up consistently with prospects until they are ready to move forward
* Build relationships with repeat investors and referral partners
* Collaborate with the sales team to improve lead conversion and appointment quality
* Meet or exceed weekly appointment-setting and lead qualification goals

Required Qualifications

Previous experience working for a private lender, mortgage broker, mortgage company, or hard money lender is REQUIRED

Strong understanding of:

* DSCR Loans
* Fix & Flip Financing
* Ground-Up Construction Loans
* Commercial Real Estate Loans
* Bridge Loans
* Investment Property Financing
* Other Private Lending Products
* Previous SDR, Appointment Setter, ISA, Loan Officer Assistant, or Inside Sales experience
* Excellent spoken and written English (9/10 or higher)
* Experience using GoHighLevel CRM (preferred)
* Comfortable making a high volume of outbound calls daily
* Strong objection-handling and rapport-building skills
* Highly organized with excellent follow-up habits
* Self-motivated and results-driven
* Available to work during Eastern Time business hours


Preferred Qualifications

Candidates with any of the following will receive priority consideration:

* Experience working with U.S. private lending companies
* Experience speaking with real estate investors
* Knowledge of underwriting basics and borrower qualification
* Familiarity with mortgage terminology and loan documentation
* Experience with investor-focused lending products
* Background in mortgage, hard money lending, commercial lending, or real estate investment


Compensation

Base Salary: **$1,000/month**
Performance bonuses based on:

* Qualified appointments
* Closed loan volume
* Monthly performance metrics

Top performers will have opportunities for increased compensation and career advancement.


How to Apply

Please submit:

* Resume
* Audio or Video Introduction

In your cover letter, please answer the following:

1. Which private lending or mortgage companies have you worked for?
2. Which loan products are you most familiar with (DSCR, Fix & Flip, Ground-Up Construction, Commercial, etc.)?
3. How many outbound calls were you expected to make daily?
4. Which CRM systems have you used?
5. Are you available to work full-time during Eastern Time business hours?

Only applicants with relevant private lending or mortgage industry experience will be considered.

SKILL REQUIREMENTS

* Private Lending
* Mortgages
* DSCR Loans
* Fix & Flip Financing
* Ground-Up Construction Loans
* Commercial Lending
* Sales Development
* Appointment Setting
* GoHighLevel CRM
* Cold Calling
* Lead Qualification

SKILL REQUIREMENT
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