Support for agents with more clients than they can follow up on alone.

    Many established agents close deals regularly but still enter leads into their CRM themselves late in the evening and track financing deadlines from memory. Even with a transaction coordinator on the team, the agent often handles much of the operations work. I take on that work so you can spend more time with clients.

    • Established agents and teams of two to eight agents.
    • Agents using Follow Up Boss, kvCORE, Sierra Interactive, Boomtown, or HubSpot.
    • Brokerages where the broker is also the top producer.
    • Agents whose database has grown larger than they have time to follow up on.

    Where I start, and where I go from there.

    An inbox full of buyers, sellers, and lenders

    Showing requests, offer updates and lender documents all arrive in one inbox. I sort them, respond to routine items and flag anything time-sensitive for you directly.

    A calendar with no gaps between appointments

    Showings, listing appointments and client calls are often booked back to back. I manage the calendar so travel time and preparation are accounted for.

    Listings that take a full day to launch

    Photos, MLS entry, social posts and just-listed emails are often handled separately each time. I build a repeatable launch process so the first day takes an hour or two instead of a full day.

    Transaction deadlines tracked from memory

    Inspection windows, financing contingencies and closing dates are often tracked from memory. I set up a tracker so each deadline is followed between contract and close.

    A CRM with thousands of untagged leads

    Old, inactive and active leads are often mixed together. I audit and segment the database so your follow-up reaches the people who are ready to move.

    A sphere of past clients that goes quiet

    Some past clients may not have heard from you in a year. I set up a regular contact schedule so you stay in touch with them and they remember you when they can refer someone.

    Software I already work in.

    I do not favour any particular vendor. If a tool is causing problems for you, I will tell you directly.

    Follow Up BosskvCORESierra InteractiveBoomtownHubSpotTop ProducerCanvaDotLoopDocuSignSkySlopeZapier

    What I take on for an agent or team.

    Inbox management and daily sorting
    Calendar management around showings and closings
    Listing launch coordination
    Transaction deadline tracking and document follow-up
    CRM audit, tagging, and cleanup through my CRM support (/services/crms-automation)
    Lead follow-up schedule setup
    Sphere and past-client touch program
    Social media content scheduling
    Website updates through my website support (/services/web-services) service

    Recent real estate admin and ops work.

    Follow Up Boss cleanup, 4,200 leads

    I merged 600 duplicate contacts, rebuilt the tag structure and set a recurring cleanup task so the database stayed usable.

    Listing launch playbook

    I documented the full listing launch process as repeatable steps so a listing could go live without the agent being involved in each step.

    Sphere touch program

    I set up a recurring outreach schedule combining a note, a market update and an event invite for a sphere of 380 past clients.

    FAQ

    Common questions from real estate agents.

    No, I'm not licensed in any state or province. I support transaction coordination work like deadline tracking and document follow-up, but I don't perform licensed activities. If you work with a licensed TC, I can support them with the administrative side.

    I handle the operational side: scheduling, posting, captions, and organizing a content calendar. I'm not a brand strategist or a video editor.

    No, I don't do outbound calling or ISA work. I set up the systems that record the calls and follow-ups you or your ISA make, so they are organized in one place.

    Yes, CRM cleanup and workflow setup is one of my specialties. I work in Follow Up Boss, kvCORE, Sierra Interactive, Boomtown, and HubSpot.

    Pricing depends on the scope of support you need. Details are on the Ways to Work Together (/pricing) page, and I'll recommend a fit once I understand your pipeline.

    I'm based in Canada and work with agents across Canada and the US, in the same or nearby time zones.

    Tell me about your real estate business.

    Tell me about your business using the form below. I will follow up to discuss whether we are a good fit and how I can support your admin, listings and transaction workflow.

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