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.
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