Agent Outreach Specialist

This role is responsible for initiating conversations with real estate agents, identifying opportunities, and scheduling qualified meetings for our loan officers. This is not a script-reading or call center role. We are looking for someone who can think, engage, and create meaningful business conversations. Identify and research real estate agents within target markets Execute daily outbound outreach (calls, texts, and emails) Engage agents in professional, value-driven conversations Qualify agents based on activity, production, and opportunity Schedule meetings directly onto loan officer calendars Provide detailed notes and context to set meetings up for success Follow up consistently with agents to build ongoing relationships Partner with marketing and sales leadership on campaigns and messaging Track activity, conversations, and outcomes in CRM Inside Sales Agent (ISA) or real estate team experience B2B SDR / appointment setting experience (SaaS, recruiting, etc.) Mortgage or real estate support roles with strong communication skills Experience booking meetings or generating opportunities