About the Role

Outsource Ability is recruiting on behalf of a UK mortgage services client for a confident and organised Part-Time Appointment Setter / Lead Qualifier.

You will manage new and existing inbound mortgage enquiries, conduct initial qualification calls and book suitable clients into mortgage advisers' diaries.

This is a non-advised role focused on gathering information and arranging appointments. You will not provide mortgage or product recommendations.

Key Responsibilities

• Contact new inbound mortgage leads promptly by telephone.
• Follow up new, existing and older leads using an agreed process.
• Conduct scripted qualification calls and gather key information about clients' circumstances and mortgage requirements.
• Book suitable clients directly into mortgage advisers' diaries.
• Confirm and follow up appointments to help reduce no-shows.
• Maintain accurate CRM notes, lead statuses and next actions.
• Manage a significant lead pipeline independently.
• Re-engage older leads from the existing database where required.
• Escalate questions outside the role's non-advised scope.

Systems

• GoHighLevel
• Gmail and Google Meet
• Microsoft Outlook and Teams
• AI tools used to support workflows and productivity

Experience with every system is not essential, but you must be confident learning new technology.

What We're Looking For

Essential

• Excellent telephone manner and strong spoken and written English.
• Confident, personable and naturally conversational.
• Appointment-setting, lead-conversion or sales experience.
• Strong customer service and relationship-building skills.
• Persistent and proactive without being overly sales-driven.
• Highly organised, with excellent CRM and follow-up discipline.
• Comfortable managing a large lead pipeline independently.
• Able to follow scripts and work within clear non-advised boundaries.
• Fast learner who is comfortable using new technology.

Advantageous

• Experience communicating with UK consumers.
• Mortgage, financial services, property or regulated-sector experience.
• Experience using GoHighLevel or a comparable CRM.
• Familiarity with AI tools in a professional environment.

Remote Work Requirements

Applicants must:

• Be based in South Africa.
• Have a reliable laptop or PC.
• Have stable internet and backup power.
• Have a professional headset with a clear microphone.
• Have a quiet workspace suitable for telephone calls.
• Be available for the agreed hours during UK business times.