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I'm looking for a person that speaks excelent english and spanish to call a list of real estate agents with the objective of set up a face to face appoitment with our loan officer. Every appointment must be confirmed by phone, with clear notes left in the CRM system. I provide: • Access to the CRM and call script • Calendar link for real-time availability You deliver: • Successfully booked follow-up meetings entered in the CRM calendar • Same-day summary of calls made, connects, and appointments set Familiarity with real-estate terminology, confident phone etiquette, and reliable internet are essential.
Project ID: 40683119
13 proposals
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Active 6 days ago
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13 freelancers are bidding on average $121 USD for this job

The key here is not just making calls in English and Spanish, but turning cold or lukewarm agent conversations into confirmed face-to-face meetings with clean CRM notes your loan officer can actually act on. Weak appointment setting usually breaks at follow-up quality, so I’d focus on disciplined call handling, accurate note-taking, and same-day status reporting so nothing slips. I’ve handled lead outreach, CRM updates, and follow-up workflows where response quality matters more than raw dial count. Real-estate conversations move fast, so familiarity with property and lending terminology helps keep calls natural and makes appointment confirmations much stronger. To make this run smoothly from day one, I can also keep your summaries in a simple format by call outcome if you want. - About how many agents are on the list for the first batch? - Which CRM are you using? - Is this bid for one day of calling, one week, or an ongoing test run?
$140 USD in 7 days
6.1
6.1

Booking appointments for a loan officer takes more than reading from a script, because agents respond better when the caller sounds confident, organized, and fluent enough to handle small objections naturally in both languages. My approach would be to keep the outreach structured, confirm each meeting properly by phone, and leave usable CRM notes so your team has full context. I’ve worked on outreach and admin-heavy roles where accurate updates, clean calendars, and fast daily reporting were essential. For this kind of role, the real value is consistency: proper follow-ups, correct appointment entries, and summaries that let you see connects, no-answers, and booked meetings at a glance. I can also help standardize the CRM note style so your follow-up process stays tidy. - Roughly how many calls do you expect per day? - Are you targeting cold leads, warm leads, or existing agent contacts? - Do you need bilingual communication on every call, or only for part of the list?
$140 USD in 7 days
4.6
4.6

Hi, I am a lead generation and appointment setting specialist with 8 years of rich experience in customer support and CRM workflows. I am familiar with CRM, Lead Generation, Appointment Setting, Telemarketing, Sales, Data Entry, Real Estate, and Customer Service. I can contact the real estate agents from your list, follow the provided script, qualify conversations, and book face-to-face appointments based on the loan officer's real-time availability. I will also keep clear CRM notes for every appointment and provide the same-day call and appointment summary. I'm an individual freelancer and can work on any time zone you want. Please contact me with the best time for you to have a quick chat. Looking forward to discussing more details. Thanks. Emile.
$250 USD in 7 days
4.0
4.0

As a multipurpose specialist with over [X years] experience in eCommerce and virtual assistance, I'm not only fluent in English and Spanish but fully comprehend the real estate ecosystem, making me the perfect fit for this gig. Appointment setting and CRM utilization rank high among my proficiencies with a proven record for quality work. My level of dedication is reflected in my daily same-day summary. I promise to deliver thoroughly documented profiles of calls made, connections established, and appointments set. Beyond being an expert in CRM management, I'm well versed in Excel and Google Docs which will ensure that every significant note from our conversation remains logged correctly. Additionally, I understand what it takes to succeed on global selling platforms like Amazon, Walmart, and eBay which have provided valuable insights into customer service skills. My telemarketing abilities coupled with nuanced social media management tactics will come in handy when reaching out to agents and confirming appointments. Working on this project not only leverages on my technical expertise but also excites the problem-solving part of me with its potential challenges. Choose me today and entrust your project to a reliable partner known for exceeding expectations at all times!
$140 USD in 7 days
3.8
3.8

Hello, I can handle bilingual English/Spanish outreach and keep the calling, appointment scheduling, and CRM updates organized. Getting you qualified face-to-face appointments with real estate agents that are properly confirmed and documented is the goal. Previously, I’ve handled client-facing workflows where lead follow-up, CRM management, appointment setting, accurate notes, and professional communication were essential. I can follow your provided script, work from the real-time calendar availability, confirm appointments by phone, and maintain clear records for every interaction. I’ll also provide the requested same-day summary covering calls, connections, and meetings booked. I’m determined to win this project and confident I can provide reliable, professional support within the agreed schedule. Best regards.
$30 USD in 7 days
0.0
0.0

Hey , Good evening! I am professional mobile developer with skills including Customer Service, Real Estate, Appointment Setting, Leads, Sales, Phone Support, Lead Generation, CRM, Telemarketing and Data Entry. Please send a message to discuss more about this project. If you have any questions, please let us know
$155 USD in 5 days
0.0
0.0

Hello, As a seasoned professional with vast expertise and an all-encompassing approach, I believe I would be an exceptional fit for your real estate appointment setting project. Multilingual fluency and cultural understanding have enabled me to effectively connect and engage with diverse target audiences, which will be pivotal to initiating valuable relationships with the real estate agents you seek to connect with. Moreover, being adept in CRM management and proficient in logistical coordination, my contribution goes way beyond simply setting up face-to-face appointments. Drawing from my extensive experience in lead generation and sales, I am keenly aware that reliable communication, efficient organization, and timely follow-ups are paramount to meeting targets. I assure you that any call I make will be proactive, professional, and purposeful. A same-day summary of calls made, connects established, and appointments set is a given. Additionally, I can offer a unique advantage by leveraging upon my technical skills to track data using the CRM system effectively. Choosing me means entrusting your processes to an individual who's fully committed to distinguishing your brand from competitors. Your success becomes mine when we work together. Let's not settle for mediocrity; let's craft a remarkable campaign that actualizes your vision and drives conversions. Given the opportunity, you'll enjoy end-to-end execution of uncompromised quali Thanks!
$30 USD in 4 days
0.0
0.0

Hello, I understand you need bilingual outreach to real estate agents, with the goal of securing confirmed face-to-face meetings for your loan officer and recording clear call notes in your CRM. The daily summary of calls, connects, and appointments is also an important part of keeping the campaign measurable. My background is in full-stack development and CRM-related workflow support rather than direct phone-based appointment setting, so I want to be transparent about that. I can work carefully with your script, calendar link, and CRM process, ensuring each contact is updated consistently and that booked meetings are entered correctly. I can also structure reliable daily reporting and help improve the workflow if your CRM requires any technical configuration or automation. How many agents are included in the calling list, and are you specifically requiring the caller to be fluent in both English and Spanish? If the role can include CRM and reporting support, I’d be glad to discuss the workflow and requirements further. Best regards, Arturo
$100 USD in 5 days
0.0
0.0

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