Mortgage and lending

Prospect Backer

Every Lead Called. Every Opportunity Nurtured.

A Prospect Backer drives business growth by managing your leads from first call to CRM follow-up. From calling prospects to planning lead-generating events and supporting your social media presence, they keep your pipeline active and your daily operations running smoothly.

What a Prospect Backer handles

  • Call leads from your sphere of influence, purchased leads, internet leads, and real estate agent referrals to set appointments
  • Update the CRM with information from every lead call
  • Set up and manage leads in the CRM, ensuring information is complete, accurate, and properly tagged
  • Follow up with leads according to scheduled tasks
  • Organize lead-generating events, calling, texting, and emailing attendees, scheduling, and confirming attendance
  • Send invites and event materials
  • Post client-provided materials on social media
  • Monitor social media for potential opportunities from life events like marriages, new babies, or retirements
  • Assist with daily admin tasks, including messages, email management, and other ad hoc requests

Who this is for

Business owners and loan officers who want a dedicated partner managing lead calling, CRM organization, events, and admin support, so no opportunity gets missed.

More Calls Made. More Leads Nurtured.

Let a Prospect Backer manage your leads and daily operations, so you can focus on closing more business.

Questions about hiring a Prospect Backer

What does a Prospect Backer do?

A Prospect Backer drives business growth by managing your leads from first call to CRM follow-up. From calling prospects to planning lead-generating events and supporting your social media presence, they keep your pipeline active and your daily operations running smoothly. Day to day that usually means call leads from your sphere of influence, purchased leads, internet leads, and real estate agent referrals to set appointments, update the crm with information from every lead call, set up and manage leads in the crm, ensuring information is complete, accurate, and properly tagged, and the rest of the work listed above.

Is a Prospect Backer part-time or full-time?

Either. Cyberbacker offers part-time and full-time support. You work with one dedicated professional, not a freelancer billing by the task or a rotating pool.

How is a Prospect Backer trained?

Through the Seamless Backer Advantage programme. Training is built around your systems, tools and processes before day one, so there is no learning curve to absorb on your payroll. Less than 1% of applicants make it through screening and assessment to reach that stage.

Who is a Prospect Backer a good fit for?

Business owners and loan officers who want a dedicated partner managing lead calling, CRM organization, events, and admin support, so no opportunity gets missed.

What if I need more than one role?

Most clients start with the one seat that would take the most off their plate, then scale. Cyberbacker places across 33 roles, so the same team can add a second or third person without you restarting a hiring process.

What could you accomplish with the right support?

In 30 minutes, we'll learn about your goals, challenges, and where your time is going. Together, we'll identify the right Cyberbacker support to give you more time to focus on what matters most.