Real Estate
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Keep your CRM organized, handle cold calling and lead follow-up, and book appointments for your agents.
People who know the work
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Responsibilities
Keep the CRM usable
Maintain contact records, remove duplicates, apply approved tags and pipeline stages, and keep ownership and next-action dates current.
Cold calling and lead follow-up
Make cold calls to approved prospect lists, respond to inquiries, and complete scheduled callbacks using approved scripts. Capture stated needs, respect contact preferences and opt-outs, and arrange agent appointments.
Make handoffs actionable
Record conversation outcomes, update tasks and opt-outs, and give agents clear notes on each lead’s needs and next steps.
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
CRM and pipeline experience
Can explain how they maintain a clean database and prevent leads from going without an owner or next action.
Clear, natural communication
Has cold-calling and lead follow-up experience, opens conversations naturally, handles objections professionally, and captures useful information without pressuring prospects.
Outreach discipline
Respects permissions, opt-outs, approved scripts, and the boundaries of the support role.
How ability can be demonstrated
Database cleanup
Review sample CRM records, identify duplicates and incomplete fields, and organize the next actions.
Cold-call role-play and lead response
Role-play a cold call using an approved script, handle a common objection, and record the outcome in the CRM. Draft a reply to a buyer inquiry and prepare an agent handoff.
Follow-up planning
Prioritize new inquiries and scheduled callbacks while excluding contacts marked not to contact.
Illustrative exercises, tailored to the role and your workflow.
Systems
Relevant experience may include Follow Up Boss, kvCORE, Lofty, HubSpot, or your existing CRM. We look for practical experience with records, pipeline stages, tasks, and follow-up workflows.
How they work with your team
Your team approves outreach rules, scripts, automations, and permitted duties. The specialist maintains the database and follow-up process; negotiations and real estate advice stay with your agents.
Key metrics
The numbers this role is accountable for in your workflow.
Lead response time
Time from a new lead to first contact.
Follow-up completion
Scheduled follow-ups done on time.
Appointment-setting rate
Conversations that turn into booked appointments.
CRM accuracy
Leads with correct source, stage and notes.
Overdue follow-ups
Leads past their next-touch date.
Lead reactivation
Old leads brought back into active conversation.
Training
Lessons coming soon
Every placement completes Core Foundations plus this role track. Your own SOPs are layered on at onboarding.
How real estate leads work
CRM setup: sources, stages and tags
Speed to lead
Calls, texts and emails that get replies
Booking appointments for agents
Long-term nurture
Pipeline hygiene and lead reports
Ready to hire?
Let’s define the responsibilities, experience, and schedule your team needs.