Job Description

Follow-Up & Document Controller

This role massively increases final sign rate.

This person does NOT hunt new leads. They rescue and finish deals.

Core Responsibilities

  • Chase outstanding documents
  • Follow up warm leads daily
  • Manage pipeline stages
  • Handle WhatsApp drip follow-ups
  • Ensure debit check stage completed
  • Prevent client drop-off

KPIs

  • Reduce document drop-off by 30%
  • 80%+ document return rate
  • All warm leads touched every 48 hours
  • Zero stalled files

Ideal Candidate

  • Admin strong
  • Detail obsessed
  • Patient and persistent
  • Good WhatsApp tone
  • CRM organised
  • Can follow checklist strictly

Follow-Up & Document Controller

This role massively increases final sign rate.

This person does NOT hunt new leads. They rescue and finish deals.

Core Responsibilities

...

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