Real Estate Database Management

We are seeking a diligent and detail-oriented Real Estate CRM Assistant to join our team. As a CRM Assistant, you will manage various tasks within our CRM system to enhance operational efficiency and support our real estate agents. Below are the key responsibilities you will be taking on when joining our team.

Key Responsibilities:
Run Report on Nurture Weekly Counts:
– Monitor and ensure that each agent’s nurture and monthly numbers are within specified limits.
– Conduct monthly clean-up activities to maintain data accuracy.

Lead Status Management:
– Regularly review leads assigned to agents in “lead” status for over 48 hours.
– Update status or reassign leads as necessary to prevent stagnation.

Nurture Leads Management:
– Perform weekly checks on nurture leads to ensure effective action plans are executed.
– Automation is involved; manual review is required weekly.

Missed Opportunity Pond Management:
– Manage missed opportunity pond, spending 10-15 minutes twice a week for efficient follow-up and resolution.

Pond Lead Stage Accuracy:
– Conduct bi-weekly reviews to ensure the accuracy of leads within various stages of the pond.

Zillow Lead 10-Day Monitor:
– Monitor Zillow leads to ensure timely follow-up, conducting weekly checks.

Flag AI Replies:
– Identify and flag AI replies such as unsubscribes and positive responses within the last two days.
– Assign duty agent accordingly.

Handraiser Tags Cleanup:
– Conduct weekly cleanup of hand raiser tags to maintain data integrity.

Lead Tagging and Monitoring:
– Ensure incoming leads are appropriately tagged for future movement.
– Monitor handraiser tags on leads assigned to agents and take necessary actions.

Smart List Reviews:
– Perform weekly smart list reviews, three times a week.

Lead Source Monitoring:
– Check website lead sources for personal leads for agents.
– Tag, stop tech, and assign leads to agents.

Search Updates:
– Provide daily search updates to ISA/Duty Agents for immediate action.

Reporting:
– Generate monthly reports including Google Reporting, Listing Source Reports and Bi-weekly Sellers Report