CPT-11459 Real Estate Lead Qualification & Appointment Setting Virtual Assistant

CPT-11459 Real Estate Lead Qualification & Appointment Setting Virtual Assistant

Independent Contractor – CPT-11459 Real Estate Lead Qualification & Appointment Setting Virtual Assistant/Service Category/Entry-Senior Level (Remote)

Overview

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

A growing Oklahoma-based real estate investment company is seeking a part-time Virtual Assistant to conduct outbound calls, follow up with property-owner leads, and identify qualified acquisition opportunities. The company purchases distressed properties for renovation, resale, and long-term or short-term rental. The immediate priority is freeing the owners from the recurring calling workload so they can focus on acquisitions, property management, renovations, and business growth. The VA will work both cold and warm leads, gather initial property and seller information, maintain accurate CRM records, and schedule or hand off qualified opportunities to the owners for further discussion and negotiation. Direct real estate experience is helpful but not required; strong calling, communication, and lead-qualification skills are more important.

The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.

Scope of Services Contractors will be required to provide services that align with the following client tasks:

Outbound Calling & Lead Follow-Up

• Conduct cold calls to client-provided property-owner lists
• Contact purchased warm leads promptly
• Follow up consistently with previous prospects
• Send follow-up SMS and emails when prospects do not answer
• Use client-provided scripts and qualification criteria
• Gather basic information regarding the property, seller situation, and level of interest
• Schedule or hand off qualified opportunities to the owners
• Gather detailed seller information during calls, including the property's condition, seller's motivation, desired selling price, and anticipated selling timeline
• Build rapport and establish trust with property owners to encourage continued conversation and cooperation
• Handle skeptical, confused, or upset property owners professionally and keep conversations productive
• Distinguish between warm leads who have expressed some interest in selling and cold leads identified through property-owner data with potential motivation to sell
• Follow up with prospects after the initial information-gathering call when the opportunity requires additional evaluation before an appointment can be scheduled

CRM & Lead Management

• Maintain accurate lead information, notes, and dispositions
• Update lead stages and follow-up requirements
• Score or categorize prospects according to the client's process
• Maintain organized records of calls, texts, emails, and next steps
• Ensure promising leads do not fall through the cracks
• Maintain complete and organized call information in the client's newly implemented CRM while the client continues to refine the CRM workflow
• Document sufficient lead information to allow the owners to evaluate the opportunity before deciding whether to schedule a property visit

Lead Qualification & Appointment Setting

• Collect and organize the information needed by the acquisition team to evaluate whether a property fits the client's investment criteria before scheduling an appointment
• Support appointment scheduling after the acquisition team has reviewed and determined that the lead is a viable opportunity
• Progress toward handling appointment setting as the client finalizes and expands the VA workflow

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

Skills

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

• Previous cold calling, appointment setting, or lead qualification experience preferred

• Experience calling U.S.-based consumers strongly preferred

• CRM experience preferred

• Real estate investment, real estate, mortgage, home services, construction, or similar experience is a plus but not required

• Strong spoken and written English required

• Experience handling both cold and warm leads preferred

• Strong follow-up and documentation habits

• APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED

• REsimpli – Preferred / Client Implementing (Training will be provided)

• CRM Platforms

• Dialer / VoIP Systems (REsimpli will be used by client for VoIP system)

• Microsoft Excel / Google Sheets

• Email & SMS Platforms

• IDEAL CANDIDATE PROFILE

• Confident and conversational on the phone

• Strong spoken English with a native or near-native accent

• Comfortable with high-volume outbound calling

• Able to build rapport with property owners

• Persistent without being overly aggressive

• Strong objection-handling and follow-up ability

• Organized and accurate with CRM documentation

• Comfortable learning a client's specific qualification process

• Work Schedule

• Contracted Hours per Week: 20 Hours

• Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)

• Daily Working Time: 4:00 PM – 8:00 PM CST

• Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

• Terms of Engagement

• Contractors will operate under a Master Services Agreement and a Statement of Work

• This is not an offer of employment; contractors are not employees of 20four7VA or any client

• All compensation is processed through 20four7VA according to the terms of the engagement

• Role Summary & Requirements

• REQUIRED SERVICE: Business Support

• REQUESTED EXPERIENCE TIER LEVEL: Entry, Junior, Senior Level

• Contracted Hours per Week: 20 hours/week

• Daily Working Time: 4:00 PM – 8:00 PM CST

• Scheduled Working Days: Monday-Friday

• REPORTING TO/POC: To Be Determined

• Number of VAs: 1

• GENDER PREFERENCE: None

• LANGUAGES SPOKEN/PREFERENCE: English

• ACCENT PREFERENCE: Level A-B (Native or Near-Native English Accent Required)

• REGION PREFERENCES: Philippines and LatAm

What we offer

• Competitive rates
• Weekly payments
• Various open roles are available
• Free training and upskilling
• Constant support and guidance
• A vibrant community always ready to support you
• And more!