Client Engagement Setter
Core
First point of contact for prospective borrowers and relationship coordinator for realtor partners, responsible for engaging leads, qualifying fit, and scheduling consultations.
Role type
Client Engagement Setter (Inside Sales/Lead Qualification)
Builds
Consultation appointments with Loan Advisors and realtor partner relationships
Domain
Mortgage lending / Real estate services
Deliverable
client delivery
Required skills
Appointment setting, inbound lead management, CRM data entry, realtor outreach, event coordination, process adherence, escalation judgment
Preferred skills
Mortgage industry familiarity, real estate experience, inside sales experience
Technologies
Insellerate (CRM), Microsoft Office Suite
Responsibilities
Respond to inbound leads via phone, text, and email; Re-engage stalled leads; Build rapport and identify basic fit for consultation; Schedule qualified prospects with Loan Advisors; Drive prospects to complete applications independently; Maintain accurate CRM records; Contact realtor partners to schedule meetings; Coordinate realtor event invitations and track attendance; Support lead reactivation campaigns; Escalate loan-specific questions to Loan Advisors.
Seniority
Individual Contributor, entry-to-mid level
