Mortgage Lead Conversion Specialist

We’re looking for a highly driven, organised individual to join our team as a Mortgage Lead Conversion Specialist.

Your role is simple but critical — convert inbound leads into booked appointments for our mortgage advisers.

You will be the first point of contact for new enquiries, setting the tone for the client experience and ensuring no opportunity is missed.

This is a sales-focused role, not admin. Speed, energy, and follow-up are everything.

Key Responsibilities

• Contact all new leads immediately via phone, WhatsApp, and email

• Qualify clients and book appointments into advisers’ diaries

• Consistently follow up with unresponsive leads (multiple touchpoints)

• Keep all activity updated within our CRM (Pipedrive)

• Work closely with advisers to ensure smooth handovers

• Re-engage older leads and nurture missed opportunities

• Maintain a high level of professionalism and energy in every interaction

Targets & Performance

• Number of calls made daily

• Contact rate on new leads

• Appointment booking rate

• Speed of first contact (this is critical)

• Overall lead-to-appointment conversion

What We’re Looking For

• Confident on the phone and comfortable handling objections

• Highly organised with strong attention to detail

• Enthusiastic clear telephone voice.

• Driven by targets and performance

• Fast-paced and proactive — you don’t wait, you act

• Strong communication skills (phone, WhatsApp, email)

• Previous sales or call handling experience preferred (not essential)

What You’ll Get

• Clear progression opportunities within a growing business

• Training on scripts, systems, and conversion strategies

• A high-performance, supportive team environment

Why This Role Matters

Every deal starts with you.

The speed and quality of your contact directly impacts:

• Revenue

• Client experience

• Introducer relationships

Do this well, and you’ll be one of the most valuable people in the business.