Real Estate and Mortgage Inside Sales Agent (ISA) / Lead Follow-Up Specialist

What success looks like :

• 100% of booked appointments get a confirmation text on the call and a same-day reminder
• Show rate at 70% or higher (1 of the last 13 showed)
• Every appointment marked Showed or No-Show within 1 hour; every no-show called back the same day
• A complete booking note in the Notes tab for every appointment, using the template
• 8–12 showed appointments per month

Call new inquiries and existing leads to identify buying or selling needs.

Understand motivation, timeline, location, budget, financing status and obstacles.

Adapt conversations to the lead rather than rigidly reading a script.

Arrange the appropriate next step: property answers, consultation, showing or lender introduction.

Connect interested leads directly to me during designated availability windows.

Book appointments accurately in Lofty and send confirmations and reminders.

Write concise notes so I can prepare without searching through call logs.

Create a dated follow-up task for every active opportunity.

Recover missed appointments and manage rescheduling.

Follow up on lender introductions and other promised next steps.

Keep lead stages, contact preferences and appointment outcomes accurate.

Provide a brief daily report of results, upcoming appointments and items needing my attention. Send Whatsapp: ---------- clude:

Your résumé and relevant real estate calling experience.

A 60–90 second voice introduction.

The CRMs and dialers you have used.

Your availability in America/Chicago time.

Your expected pay and earliest start date.

Your answers to these two scenarios:

A buyer wants to purchase next year but needs credit help. What would you do next?

A lead misses an appointment with the agent. How would you handle the follow-up?