Take a look at one to get a sense of what's included.
Every service outlines what it is, who it’s designed for, what it impacts, and the tools it uses.
01
Real estate administrative support
Stay organized with your operational details so you can focus your time on clients and closing deals.
What it is
Running a real estate business day in and day out means keeping track of all sorts of things—files, documents, records, spreadsheets, your calendar, and inbox. It’s the behind-the-scenes stuff that doesn’t show up on a commission statement but really shapes how your week unfolds.
Who it's for
Solo agents and small teams handling their own admin work late at night, around 10 PM.
how it helps
Everything in one spot, with a single naming system and one person in charge of making sure it stays that way.
Tools involved
Google Workspace · Microsoft Office · ClickUp · Notion
What can I handle?
- Entering and organizing data
- Preparing and sorting documents
- Setting up a file and folder structure that works even after a handover
- Creating, cleaning up, and maintaining spreadsheets
- Managing calendars and scheduling appointments
- Providing email support and handling inbox clutter
- Tracking tasks and coordinating administrative duties
02
CRM & lead management
Stay on top of your leads, keep your pipeline up to date, and make sure those follow-ups don’t slip through the cracks.
What it is
Your database has transformed into a smooth pipeline: data flows in consistently, duplicates are cleared out, everything’s tagged, staged, and you’ve set up a follow-up routine that’s easy to track.
Who it's for
Agents and teams whose CRM just isn’t matching up with what's actually happening.
how it helps
Memory waits for nothing. Each lead has an owner, a stage, and a next date.
Tools involved
GoHighLevel · HubSpot · Follow Up Boss · — proficiency is listed honestly on the tools page.
What can I handle?
- Data entry and record cleanup in CRM
- Lead organization, tagging and segmentation
- De-duplication and contact management
- Pipeline & Stage Updates
- Reminders and sequence follow up assistance
- Providing email support and handling inbox clutter
- Lead research and enrichment of record
03
Real estate listing support
Property information that’s consistent no matter where you look it up.
What it is
Organizing and maintaining the information behind each listing: specs, price, status, photos, comments, developer and Project Details.
Who it's for
Listing agents, teams and developer-focused agents dealing with more less than a handful of properties.
how it helps
Buyers get answers faster, and your listings stop contradicting each other.
Tools involved
Google Sheets · Canva · your listing platform
I don’t have direct access to the MLS, but I can definitely help with any admin tasks related to it, using whatever access you give me.
What can I handle?
- Organizing property info
- Keeping listings updated and managing their status
- Managing listing data across different sheets and platforms
- Researching properties and making comparisons
- Compiling listing documents and packs
- Organizing information on developers and projects
- Providing administrative support for MLS activities
04
Client & transaction support
Keep clients, tasks, documents and communication moving through the process.
What it is
It’s all about the coordination that takes a deal from inquiry to closing. You’ve got follow-ups sent out, showings lined up, documents being chased down, and all that communication tracked.
Who it's for
Agents managing multiple clients or cases simultaneously.
how it helps
There'll be way fewer calls asking, "Where are we on this?" since the answers will already be written down before anyone even thinks to ask.
Tools involved
Your CRM, Google Calendar, and the e-signature and document tools you rely on.
What can I handle?
- Following up with clients and checking in
- Coordinating appointments and showings
- Managing inquiries and providing responses
- Keeping track of communications and logging them
- Coordinating documents and monitoring their status
- Supporting transaction administration
- Assisting with closing-related tasks
05
Real estate research
You’ve got all the info you need to help your client, neatly gathered and organized, definitely not just a bunch of links.
What it is
I put together a one-sheet that details the research on properties, markets, competitors, and leads. It includes all the sources I used and has already done the comparison for you.
Who it's for
Agents who work with investors, buyer's agents, and anyone putting together a client presentation.
how it helps
You step into the chat armed with solid numbers and a reliable source for each one.
Tools involved
Google Sheets, public listing sites, and any sources you trust.
Quality control is only as good as its references. I provide sources for every number I give you.
What can I handle?
- Property due diligence & verification reports
- Local market and neighborhood research
- Competitor and MLS comparables
- Comps worksheets
- Simple ROI & rental yield formulas
- Gathering & Cleaning Data
- Lead & Contact Research
06
Social media & content support
Marketing that actually gets done, not pushed aside.
What it is
We’ll create graphics, property videos, catchy captions, and a posting schedule all customized to fit your brand. That way, your feed keeps rolling without needing to rely on your evenings.
Who it's for
Agents trying to build their personal brand often find themselves short on time each week.
how it helps
You can stay consistently involved without even needing to touch a design tool.
Tools involved
Canva, CapCut, and Meta Business Suite.
What can I handle?
- Canva designs for your listings and promotions
- Eye-catching flyers and graphics for property marketing
- Social media posts and engaging captions
- Scheduling content for effective outreach
- Simple ROI & rental yield formulas
- Gathering & Cleaning Data
- Lead & Contact Research
Just send it over once. Once it’s confirmed, it’ll be done and logged.
No chasing me for status. The update comes to you whether or not you ask.







