Real Estate
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Keep your database clean, follow-up organized, and pipeline reporting useful.
People who know the work
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Responsibilities
Maintain database quality
Review duplicates, missing fields, ownership, tags, and contact preferences. Document changes before merging or importing records.
Support follow-up workflows
Maintain client-approved stages, task rules, and follow-up sequences. Test changes before broad rollout.
Prepare pipeline views
Build useful lists and reports, flag stale opportunities, and identify records without a clear next action.
What we look for
Experience verification, English assessment, skills testing, references, and background checks. We also look for the role-specific judgment below.
What Rithm Desk looks for
Hands-on CRM experience
Can explain the fields, stages, imports, and workflows they personally maintained.
Data discipline
Preserves history, checks mappings, and uses reversible changes when possible.
Operational understanding
Connects database quality to agent follow-up rather than focusing only on software features.
How ability can be demonstrated
Data cleanup
Review a sample export and propose duplicate handling without losing activity history.
Workflow exercise
Map an approved lead handoff into stages, owners, and follow-up tasks.
Report exercise
Create a pipeline summary that distinguishes missing data from genuine inactivity.
Illustrative exercises, tailored to the role and your workflow.
Systems
Relevant tools may include Follow Up Boss, HubSpot, Salesforce, spreadsheets, and your brokerage’s existing CRM.
How they work with your team
Your team approves automation, integrations, imports, permissions, and outbound campaigns. Contact consent and retention rules remain part of the client’s operating requirements.
Key metrics
The numbers this role is accountable for in your workflow.
Training
Lessons coming soon
Every placement completes Core Foundations plus this role track. Your own SOPs are layered on at onboarding.
Ready to hire?
Let’s define the responsibilities, experience, and schedule your team needs.