Mortgage Virtual Assistant – Lead Management & Pipeline Support

Agile Tech Ops Inc.; Philippines; Hybrid; PHP 279,000 - 469,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Pay raise opportunities

Hybrid work setup

13th month salary

Performance bonus

Job summary

Agile Tech Ops Inc. is seeking a Mortgage Virtual Assistant to support a Loan Officer with lead management, appointment setting, and pipeline organization. Experience in the mortgage industry and with CRM platforms such as MMI or Bonzo is preferred.

Role may start part-time with potential to become full-time based on performance. Responsibilities include managing leads, qualifying and scrubbing leads, booking appointments, coordinating live transfers, and providing general admin support.

Qualifications

• Mortgage industry experience highly preferred.
• Experience with CRM/lead management platforms (MMI, Bonzo, Reter or similar) is a strong advantage.
• Excellent spoken and written English; comfortable following scripts.

Responsibilities

• Manage and organize mortgage leads through CRM/lead management platforms.
• Scrub mortgage leads by following scripts and qualifying questions.
• Book appointments with Loan Officers based on lead availability.
• Coordinate live transfers for qualified mortgage leads.
• Maintain the Loan Officer's pipeline and provide admin support.

Skills

Mortgage industry experience

Lead management

Excellent English

Ability to work independently

Tools

MMI

Bonzo

Reter

Job description

Job Description

Position: Mortgage Virtual Assistant – Lead Management & Pipeline Support

Job Type: Full-Time | Hybrid (3x Onsite, 2x WFH)

Location: Makati, Philippines

Work Hours: 6:00 AM – 3:00 PM (MNL)

About the Company

Agile Tech Ops is a fast-growing startup committed to creating cutting-edge software solutions that fuel business expansion. We don’t just maintain business-critical systems—we build the future. Our team collaborates with leading U.S. companies to deliver innovative solutions with global impact.

Why Join Us?

• Exciting Challenges: Work on impactful projects that drive growth and success

• Continuous Learning: Thrive in a culture that supports professional development

• Startup Spirit: Be part of an agile, innovative, and collaborative environment

About the Role

We are looking for a Mortgage Virtual Assistant (VA) to support a Loan Officer with mortgage lead management, appointment setting, pipeline organization, and general administrative tasks.

The ideal candidate has mortgage industry experience and is comfortable working with lead management and CRM platforms such as MMI, Bonzo, or similar tools. This role may begin as a part-time trial, with the potential to expand into a full-time position based on performance and business needs.

Key Responsibilities

• Manage and organize mortgage leads through CRM and lead management platforms.

• Review and scrub mortgage leads by following established scripts and asking qualifying questions.

• Qualify leads and determine appropriate next steps.

• Book appointments with Loan Officers based on lead availability and qualification.

• Help coordinate and schedule live transfers for qualified mortgage leads.

• Assist with managing and organizing the Loan Officer's pipeline.

• Provide general administrative and office support.

• Assist with recruitment-related tasks as needed.

• Maintain accurate lead and appointment records.

• Follow established scripts and processes while providing a professional experience to prospective clients.

Requirements

• Previous mortgage industry experience is highly preferred.

• Experience with MMI, Bonzo, Reter, or similar mortgage CRM/lead management platforms is a strong advantage.

• Excellent spoken and written English.

• Comfortable reading and following scripts.

• Strong communication and interpersonal skills.

• Organized and detail-oriented.

• Able to handle multiple leads, appointments, and administrative tasks.

• Experience with lead qualification, appointment setting, or telemarketing is a plus.

• Able to work independently in a remote environment. High level of integrity and confidentiality

Compensation

Salary: Competitive

• Benefits

• Health insurance

• Life insurance

• Pay raise opportunities

• Hybrid work setup

• Schedule

• 8-hour shift

• Monday to Friday

• Night shift

• Supplemental Pay

• 13th month salary

• Performance bonus