Virtual Receptionist - Real Estate & Mortgage Brokerage

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: TYPE OF WORK

Any

: SALARY

200

: HOURS PER WEEK

40

: DATE UPDATED

Aug 14, 2026

JOB OVERVIEW

We are looking for a friendly, professional, energetic, and extremely dependable **Virtual Receptionist VA** to serve as the first point of contact for our real estate and mortgage clients.

Your primary responsibility is simple:

**Make sure every incoming lead and client receives a fast, professional response and gets connected to the correct person or next step.**

You will handle incoming calls, missed-call follow-up, appointment scheduling, basic lead qualification, CRM updates, and client communication.

YOUR ROLE
You may speak with:

* Home buyers
* Home sellers
* Mortgage borrowers
* Homeowners interested in refinancing
* Real estate investors
* Rental clients
* Realtors
* Lenders
* Title companies
* Vendors
* Existing clients
* Past clients
* Referral partners

You must be comfortable speaking with people throughout the day.

PRIMARY RESPONSIBILITIES
**Incoming Calls**

* Answer incoming business calls
* Professionally greet callers
* Determine why they are calling
* Collect necessary information
* Route calls appropriately
* Take detailed messages
* Schedule appointments
* Update CRM records immediately

**Missed Calls**

* Return missed calls quickly
* Send follow-up text messages when appropriate
* Identify whether the caller is a new lead or existing client
* Document the outcome
* Create appropriate follow-up tasks

**Lead Qualification**

For real estate leads, you may ask questions such as:

* Are you looking to buy, sell, or rent?
* What area are you interested in?
* What is your price range?
* When are you looking to move?
* Are you already working with an agent?
* Do you need financing?

For mortgage leads:

* Are you purchasing or refinancing?
* What type of property?
* Approximate purchase price?
* Approximate down payment?
* Have you already completed a loan application?
* When are you hoping to close?

You are NOT expected to provide mortgage advice or quote loan terms unless specifically authorized.

Your job is to **collect information and move the prospect to the correct next step.**

APPOINTMENT SETTING
You will help schedule:

* Buyer consultations
* Seller consultations
* Listing appointments
* Property showings
* Mortgage consultations
* Pre-approval appointments
* Client follow-up calls
* Partner meetings

You will confirm appointments and help reduce no-shows.

CRM MANAGEMENT
You will:

* Add new leads
* Update existing contacts
* Record call notes
* Apply tags
* Update lead stages
* Create follow-up tasks
* Record appointment dates
* Identify urgent leads
* Alert the appropriate team member
* Maintain clean and accurate contact records

CLIENT FOLLOW-UP
You may also:

* Call new internet leads
* Follow up with unanswered inquiries
* Confirm that clients received emails/documents
* Remind clients about appointments
* Contact older leads
* Reconnect with past clients
* Follow up with referral partners
* Request reviews after successful transactions

IDEAL CANDIDATE
You are:

* Friendly
* Energetic
* Professional
* Patient
* Confident on the phone
* Excellent at spoken English
* Easy to understand
* Organized
* Reliable
* Comfortable following scripts
* Comfortable handling objections
* Comfortable speaking with strangers
* Able to multitask
* Fast at entering notes while talking
* Comfortable using CRMs and web-based software

ENGLISH REQUIREMENTS
Because you will regularly speak with U.S.-based clients, **excellent spoken English is extremely important.**

Your accent does NOT need to be American.

However, callers must be able to understand you clearly and comfortably.

EXPERIENCE PREFERRED
Experience in any of these industries is helpful:

* Real Estate
* Mortgage
* Call Center
* Customer Service
* Appointment Setting
* Inside Sales
* Reception
* Lead Qualification
* Virtual Assistance

Real estate or mortgage experience is preferred but not mandatory for an exceptional communicator.

TECHNOLOGY
Experience with these tools is helpful:

* Follow Up Boss or another CRM
* Google Workspace
* Gmail
* Google Calendar
* VoIP / cloud phone systems
* Slack
* ClickUp
* Zoom
* Calendly or appointment scheduling software

Training will be provided for company-specific procedures.

WHAT SUCCESS LOOKS LIKE
We expect:

* Calls answered professionally
* Missed calls returned quickly
* New leads contacted promptly
* Accurate CRM notes
* Appointments booked correctly
* Follow-up tasks completed
* Clients treated professionally
* Urgent matters escalated immediately
* Minimal leads falling through the cracks

VERY IMPORTANT
We are NOT looking for someone who simply answers the phone and says:

“I'll leave a message.”

We want someone who thinks:

**“How can I move this person to the next step?”**

That may mean:

Incoming Lead
? Qualification
? CRM Entry
? Appointment
? Broker/Agent/Loan Team
? Follow-Up

Every conversation should have a clear outcome or next action.

LONG-TERM OPPORTUNITY
This is intended to be a long-term position.

Strong performers may eventually grow into roles involving:

* Inside Sales
* Lead Management
* Client Success
* CRM Management
* ISA Team Leadership
* Operations

HOW TO APPLY
Please send:

1. A short introduction.
2. Your receptionist/call center/customer service experience.
3. Any U.S. real estate or mortgage experience.
4. Your current availability.
5. Your desired hourly rate.
6. Your computer specifications.
7. Your internet speed.
8. A link to your resume/CV.

**VOICE RECORDING REQUIRED**

Please include a 60–90 second voice recording introducing yourself and explaining why you would be a good fit for a receptionist position.

Start your application with:

**“HELLO PURE EQUITY”**

Applications without the phrase and voice recording may not be considered.

We are looking for a **dependable long-term team member who takes ownership of every call and every lead.**

SKILL REQUIREMENT

Customer Support Email Support Virtual Assistant

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Virtual Receptionist - Real Estate & Mortgage Brokerage

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

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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