Managed daily operations and supported the full business workflow of a real estate investment company, including lead generation, acquisitions, dispositions, marketing campaigns, CRM management, and team coordination.
Real Estate Lead Generation & Acquisition
- Conducted cold calling to property owners to identify motivated sellers and qualify leads.
- Warmed up seller leads and scheduled appointments for acquisition managers.
- Generated seller and investor lists using Propstream and other data platforms.
- Performed bulk skip tracing and organized lead data for marketing campaigns.
- Researched probate, divorce, and obituary leads through county records and compiled prospect lists.
Disposition & Investor Relations
- Contacted investors and buyers to present available investment properties.
- Posted properties in investor groups and marketplaces.
- Managed inquiries from investors and coordinated property showings with agents and buyers.
- Reached out to real estate agents to assist with showings.
- Assisted in preparing Purchase Agreements, Assignment Contracts, and Double Close Agreements.
CRM & Lead Management
- Managed and maintained Podio CRM, including lead uploads, organization, and duplicate removal.
- Uploaded seller and investor lists and maintained accurate lead pipelines.
- Updated notes, records, and deal progress in CRM systems.
- Organized property data, MLS screenshots, and records for seller leads.
Marketing & Campaign Management
- Created and executed SMS marketing campaigns using BatchLeads, Launch Control, and other platforms.
- Managed inbound and outbound messaging campaigns to sellers and investors and adding them to our CRM.
- Built and sent email marketing campaigns using Mailchimp.
- Created and sent direct mail campaigns/postcards using YellowLettersHQ.
- Developed and implemented SMS templates and follow-up sequences compliant with U.S. messaging rules.
Systems & Operations Management
- Managed company tools and platforms including Propstream, Podio, BatchLeads, Launch Control, and CallRail.
- Organized files, folders, and data within Google Drive and company systems.
- Created and managed accounts for team members across multiple platforms.
- Maintained and organized Propstream data and marketing lists.
Calendar & Administrative Management
- Managed employer’s calendar, email, and scheduling.
- Scheduled appointments using Calendly and Setmore.
- Synced team calendars to ensure visibility of lead appointments and schedules.
- Managed inbound and outbound call routing using RingCentral and CallRail.
Team Management & Recruiting
- Posted job listings and recruited Virtual Assistants, cold callers, SMS agents, acquisition managers, and disposition managers.
- Screened, interviewed, and evaluated applicants for multiple roles.
- Conducted training sessions via Zoom for new hires.
- Trained team members on company systems, real estate workflows, and marketing tools.
- Managed team productivity and monitored time tracking systems.
Financial & Administrative Support
- Assisted with QuickBooks tasks, expense tracking, and reviewing company financial statements.
- Managed and organized bank statements and financial documents.
- Ensured HUDs and closing documents were properly stored and documented.