Client Relationship Manager – Mortgage Leads & Appointment Setting

Client Relationship Manager – Mortgage Leads & Appointment Setting
Remote | Part-Time (20 Hours/Week) | Eastern Time (ET) Overlap Required

About the Role
We are looking for an experienced, sales-driven Client Relationship Manager to support a Canadian mortgage brokerage with inbound lead management, appointment setting, and existing client relationship management. Your primary responsibility will be to respond quickly to incoming online leads, engage potential clients, qualify their mortgage needs, and book appointments directly into the mortgage broker's calendar.

You will also proactively reconnect with past clients, conduct annual mortgage review calls, and identify new opportunities within an established client database.

This is a client-facing, phone-intensive role that requires excellent communication skills, strong sales instincts, and the ability to turn conversations into qualified appointments. Previous mortgage industry experience is strongly preferred. Candidates should have relevant experience in mortgage, lending, or real estate.

Key Responsibilities

1. Inbound Lead Management & Appointment Setting (Primary Focus)
Respond promptly to incoming online leads through phone calls, SMS, and email. Proactively contact new prospects to understand their mortgage needs and build rapport. Qualify leads by asking relevant questions about their goals, timelines, financing needs, and readiness to proceed. Book qualified consultations directly into the mortgage broker's calendar. Consistently follow up with leads who have not responded or are not yet ready to book. Handle initial questions and objections professionally to encourage appointment bookings. Maintain accurate CRM records, lead statuses, conversation notes, and follow-up activities. Ensure leads are consistently followed up with and opportunities are not missed.

2. Existing Client Relationships & Database Management (Secondary Focus)
Proactively contact past clients to conduct annual mortgage reviews and relationship check-ins. Identify opportunities involving mortgage renewals, refinancing, home purchases, investment properties, and other financing needs. Reconnect with dormant clients and previously unconverted prospects. Build relationships that encourage repeat business and client referrals. Schedule mortgage review appointments when opportunities are identified. Maintain an organized follow-up schedule and accurate client records.

3. CRM Management & Performance Tracking
Manage lead pipelines, client information, activities, and follow-up tasks in the CRM. Track new leads contacted, conversations, qualified appointments booked, and opportunities identified. Provide regular updates on lead activity, appointment conversions, and client feedback. Work closely with the mortgage broker to ensure a smooth handoff of qualified prospects.

Qualifications & Requirements

• Proven experience in inside sales, lead qualification, appointment setting, or client relationship management.
• Strong experience handling inbound leads and converting inquiries into booked appointments.
• Previous experience in mortgage, lending, or real estate is highly desirable.
• Excellent spoken and written English, with a clear, professional, and confident phone presence.
• Strong sales ability, active listening skills, and confidence handling objections.
• Ability to build trust quickly and conduct natural, consultative conversations.
• Experience managing leads, client pipelines, and follow-up activities using a CRM.
• Strong organizational skills, attention to detail, and consistent follow-through.
• Comfortable making frequent outbound calls and following up with prospects.
• Self-motivated, proactive, and results-oriented.
• Reliable internet connection and a professional, quiet working environment.
• Ability to work 20 hours per week with consistent overlap during Eastern Time business hours.

Strong Advantages

• Direct experience working with Canadian mortgage brokers, lenders, or financial institutions.
• Understanding of mortgage pre-approvals, renewals, refinancing, and home purchases.
• Experience supporting Canadian or North American real estate professionals.
• Hands-on Salesforce experience, particularly lead management, pipeline tracking, tasks, and follow-up workflows.
• Experience with comparable CRM platforms such as HubSpot, Follow Up Boss, or other sales-focused systems.
• Demonstrated success converting online leads into qualified appointments.

The Ideal Candidate

• You are a natural communicator who enjoys speaking with people and knows how to turn an inquiry into a meaningful sales opportunity.
• You understand that speed matters when responding to online leads, and you are confident asking the right questions, handling objections, and guiding prospects toward booking a consultation.
• You are equally comfortable nurturing existing client relationships, identifying future mortgage opportunities, and maintaining accurate CRM records.
• Most importantly, you take ownership of your pipeline, follow up consistently, and measure your success through qualified appointments booked and opportunities generated.

How to Apply

Please include the following in your application:

1. A brief introduction highlighting your sales and appointment-setting experience.

2. Details of your experience working in the mortgage, lending, or real estate industry.

3. Your experience responding to inbound leads and converting them into booked appointments.

4. The CRM systems you have used, particularly Salesforce or similar platforms.

5. Your availability to work 20 hours per week during Eastern Time business hours.

Applications that clearly demonstrate relevant industry experience, strong phone- based sales skills, and appointment-setting experience will be prioritized