Contact record maintenance
Update authorised contact details, apply your field conventions and flag incomplete records for review. Define what a complete record looks like before the work begins.
Realty Outsourcing
Real estate CRM support
Administrative help to keep contacts, property records and follow-up tasks organised in your CRM.
Book a Consultation
Support with a clear purpose
A clearer pipeline begins with better records.
Agree the responsibilities, systems and approval points before your assistant starts.
Pipeline administration
Record the status changes your team approves and create follow-up tasks against your process. Your sales team remains responsible for qualification and sales decisions.
Database organisation
Help standardise records and identify potential duplicates for review. Agree a data retention and correction process before making irreversible changes.
Activity reporting
Prepare reports from the information your CRM makes available. Use them to review outstanding tasks, record quality and administrative workload with your assistant.
A good fit for
Teams ready for a more organised workflow.
- Agents maintaining a growing contact database
- Teams with overdue CRM updates
- Brokerages with a documented sales process
Start with a practical task list
Bring examples of the work you want to delegate, your current systems and the hours you need covered. We can use those details to discuss the role, candidate requirements and onboarding.
Keep decisions and specialist approvals with your authorised team. Document how questions and exceptions should be escalated.
Explore related support ↗How it works
Built around your business.
A clear role, the right person and a working rhythm your team can rely on.
01
Define the role
Start with your recurring tasks, systems, working hours and priorities. Agree what your assistant owns and what stays with your team.
02
Meet your assistant
Review candidates and take part in the final interview. Prepare your process documentation and access permissions before onboarding.
03
Set the working rhythm
Train your assistant on your workflows, agree review points and maintain clear communication with account management support.
Before we get started
How do we choose the right person?
The process described by Realty Outsourcing includes recruitment and a client final interview. Use that conversation to discuss experience, communication and the systems required for your role.
Can you work with our software?
Tell us which CRM, property or accounting systems you use. Confirm the skills and access required for your specific role during selection; software compatibility should be agreed before onboarding.
What does the service cost?
Pricing depends on the role and agreed scope. Share your task list, expected working hours and system requirements so the team can discuss a suitable arrangement.
Let’s talk about your teamMake more room for
Book a ConsultationMake more room for
the work that matters.
Tell us where your team needs support. We’ll start there.