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I need reliable support with two time-sensitive parts of my home-loan sales process. First, every inbound lead must be contacted quickly to lock in a convenient appointment slot with me. Second, once a prospect applies, you will chase any missing KYC, income or property papers by phone until everything is safely in my inbox. You will call from a provided list, update my simple Google Sheet / CRM with the status of each outreach, and note the exact date a document is received. Clear, polite and persistent communication on the phone is essential; email or portal work is handled elsewhere. Deliverables • Confirmed calendar appointments for each new lead • Complete document packages uploaded or clearly flagged as pending in the tracker • Daily summary of calls made, outcomes and any issues needing my attention If you are organised, comfortable on the phone and can keep tidy records, we should start right away.
Mã dự án: 40325562
7 đề xuất
Dự án từ xa
Hoạt động 25 ngày trước
Thiết lập ngân sách và thời gian
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7 freelancer chào giá trung bình ₹24.738 INR cho công việc này

Hey, I totally get it, keeping your home-loan leads moving fast from first call to complete paperwork feels stressful when things slip through cracks. Quick questions: How many leads come in weekly? US or international prospects? Preferred calling hours? DM me those details and we'll get your first appointments booked tomorrow. — Emmanuel
₹36.666,66 INR trong 7 ngày
3,4
3,4

I understand that for this particular project, your primary need is efficient and proactive management of leads and documentation. Over my extensive 16+ years in the freelancer industry, I have become proficient at handling a wide range of data – from entry to coordination. I am known for being organized, detailed-oriented and capable of juggling multiple tasks while delivering consistent quality, which I believe is essential for managing lead appointments and document workflows. Another distinguishing factor about me that should be beneficial in this context is my direct communication approach. You will be working directly with me, the person accountable for all aspects of your project. Unlike some agencies with complex hierarchies, this streamlined approach allows quicker decision making and smoother troubleshooting if the need arises. Most importantly, I am committed to confidentiality and reliability in every assignment I undertake. As someone who has handled projects exceeding half a million euros, including client support and outsourcing endeavors, client satisfaction has always been my top priority. So let's join forces to ensure all your loan-related appointments are locked down on time and all necessary documents are chased down professionally until you have a complete package!
₹36.999 INR trong 99 ngày
3,4
3,4

I can reliably support both lead follow-ups and document collection with a structured and disciplined approach. I’m experienced in handling client calls, scheduling appointments efficiently, and following up persistently yet professionally to ensure timely collection of KYC, income, and property documents. I’ll keep your Google Sheet/CRM updated in real time with accurate status tracking, including clear notes and document receipt dates. You can expect well-managed appointment scheduling, consistent follow-ups until completion, and a clear daily summary of calls, outcomes, and any action points requiring your attention. I focus on prompt communication, organized tracking, and maintaining a professional tone with prospects at all times. Ready to start immediately and keep your pipeline moving smoothly.
₹20.000 INR trong 4 ngày
1,2
1,2

My Proposal rate: 12500 Timeframe: 2 days Hello! I provide fast, reliable, and highly organized support that ensures no lead or document falls through the cracks. I’ll contact every inbound prospect immediately to lock in convenient appointments, and I’ll follow up persistently by phone to collect missing KYC, income, or property documents until every application is complete. I combine polite persistence with meticulous record-keeping, updating your Google Sheet/CRM in real time and providing daily summaries so you always know the status of your pipeline. I thrive in time-sensitive environments and treat every lead as high priority, giving you peace of mind and freeing you to focus on closing deals. I focus not just on completing tasks but on maximising conversion by ensuring timely communication and accountability. I’m ready to start immediately and keep your process seamless. Thank you.
₹12.500 INR trong 2 ngày
0,6
0,6

**DO NOT PAY ME UNTIL I COMPLETE! :)** Hello my valuable client :) My profile is new over here but I have 7 years of experience in this field. I have completely understood about your project. Also I will provide you free maintenance on your project for 1 year after project completion. I can definitely complete this in your timeframe. Give me one chance to prove myself. Hit the chat button to get started. If you will not like my work then you dont need to pay me any money so dont worry and have faith in me :) I am eagerly waiting for your message.
₹25.000 INR trong 7 ngày
0,0
0,0

As a high-performance web application engineer, I understand the importance of streamlined processes and efficient data management. Data entry is one of my core skills, which ideally positions me to support your immediate need for document tracking and updating. Using Google Sheet or CRM to monitor call outcomes and the arrival of critical home loan documents is something I can execute flawlessly. Moreover, my proficiency in leveraging cutting-edge technologies such as AI can ensure our approach stays fresh and innovative. For instance, I can integrate AI tools that automate certain tasks like data analysis, freeing up more time for us to focus on the crucial aspects of communication with prospects and making sure no document goes missing. Lastly, my designing skills are not just limited to creating attractive UI/UX interfaces. They also come handy in ensuring all document packages are orderly flagged or uploaded in an organized manner. This combined with my experience in building secure Web3 solutions that maintain 100% transparency guarantees that all information will be managed efficiently and securely throughout the process.
₹17.000 INR trong 7 ngày
0,0
0,0

Hi, From what you described, the two places where things usually slow down are speed and follow-through. A new lead comes in but the call doesn’t happen quickly enough, or a client starts the application but documents keep dragging because no one is consistently following up. That’s the gap I’d focus on fixing. When a new lead comes in, I reach out immediately, confirm interest, and secure a time on your calendar while the conversation is still fresh. Once they move to the document stage, I stay on it until everything is complete. Missing KYC, income, or property papers don’t just sit there. I follow up by phone politely but persistently until the documents are sent. On the backend, I keep the tracker clean so you can see exactly where every client stands. Each call is logged, document receipts are dated, and anything pending is clearly flagged so nothing gets lost. At the end of the day you receive a short summary: calls made, appointments confirmed, documents received, and any cases that need your attention. The goal is simple. Leads get booked quickly and applications don’t stall because paperwork is incomplete. If that sounds aligned, we can walk through your current sheet and process so I can plug into it smoothly.
₹25.000 INR trong 7 ngày
0,0
0,0

Mumbai, India
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