Real Estate Loan Telemarketing Transfers
Budget: $250 – $750 USD
I’m ready to ramp up live-transfer volume for my business-purpose real-estate loan program and need a seasoned outbound partner to make it happen. The entire focus is on California investment-property owners—non-owner-occupied homes, duplexes, or small apartment buildings whose owners are looking for fast, asset-based financing.
You’ll start with the draft script I’ve written and shape it into a concise, compliant, and persuasive call flow. Once refined, you’ll handle the full outbound cycle: dialing, qualifying, and immediately warm-transferring prospects to me or my loan officer. No appointment setting, no voicemail drops—real-time transfers only.
Key acceptance criteria
• Script refined, approved, and used on every call
• Prospects own non-owner-occupied California property and express interest in a business-purpose loan before transfer
• Minimum daily quota of qualified live transfers (we’ll set the exact number together)
• End-of-day report with recordings and call metrics
I’m open to whatever dialer, CRM, or data tools you prefer—VICIdial, Mojo, RingCentral, or similar—so long as they deliver clean, compliant calls. If this sounds like the kind of focused campaign you excel at, let’s talk and start converting calls to funded loans.
About us: Soft Lending – private lender for investment-purpose loans (Bridge, Fix & Flip, Construction, DSCR/NOO). No owner-occupied.
Scope: Outbound prospecting + live transfers to our loan desk. Provide DNC scrubbing, TCPA-compliant workflows, STIR/SHAKEN caller ID, local-presence numbers, recorded calls + QA, and daily reporting (attempts, connects, transfers, durations, dispositions).
Qualification rules: Non-owner-occupied only; property types SFR/Condo/2–4/Small MF/Small Commercial; in California; $200,000 min loan size. Monday-Friday 9AM-5PM PST
Handoff: Warm intro and stay 20–30 sec on the line.
Comp: Propose per qualified live transfer (90-sec connect) and hourly options.
Apply: Send pricing, team size/coverage hours, sample reports, and 2 references from lenders.
(Subject: “Telemarketing – Live Transfers”).
You’ll start with the draft script I’ve written and shape it into a concise, compliant, and persuasive call flow. Once refined, you’ll handle the full outbound cycle: dialing, qualifying, and immediately warm-transferring prospects to me or my loan officer. No appointment setting, no voicemail drops—real-time transfers only.
Key acceptance criteria
• Script refined, approved, and used on every call
• Prospects own non-owner-occupied California property and express interest in a business-purpose loan before transfer
• Minimum daily quota of qualified live transfers (we’ll set the exact number together)
• End-of-day report with recordings and call metrics
I’m open to whatever dialer, CRM, or data tools you prefer—VICIdial, Mojo, RingCentral, or similar—so long as they deliver clean, compliant calls. If this sounds like the kind of focused campaign you excel at, let’s talk and start converting calls to funded loans.
About us: Soft Lending – private lender for investment-purpose loans (Bridge, Fix & Flip, Construction, DSCR/NOO). No owner-occupied.
Scope: Outbound prospecting + live transfers to our loan desk. Provide DNC scrubbing, TCPA-compliant workflows, STIR/SHAKEN caller ID, local-presence numbers, recorded calls + QA, and daily reporting (attempts, connects, transfers, durations, dispositions).
Qualification rules: Non-owner-occupied only; property types SFR/Condo/2–4/Small MF/Small Commercial; in California; $200,000 min loan size. Monday-Friday 9AM-5PM PST
Handoff: Warm intro and stay 20–30 sec on the line.
Comp: Propose per qualified live transfer (90-sec connect) and hourly options.
Apply: Send pricing, team size/coverage hours, sample reports, and 2 references from lenders.
(Subject: “Telemarketing – Live Transfers”).