For agents, teams, and brokerages, a Admin & Data Entry plugs into the contract execution to close — taking on crm updates and data entry so team leads and producing agents stop carrying the work themselves. They work inside the same tools you already run on, including Salesforce and HubSpot alongside Follow Up Boss, and inherit the SOPs your team has already documented.
Every Admin & Data Entry we place in real estate works against broker compliance and state disclosure requirements. We solve the day-to-day pain agents, teams, and brokerages feel most: agents stuck behind a laptop instead of in front of clients. They onboard onto your real estate stack (typically Follow Up Boss, kvCORE, Dotloop) inside the first week, with your SOPs as the source of truth.
In the first 30 days, your Admin & Data Entry for Real Estate ships the crm hygiene pass (weekly) and the targeted prospect list (per request), plus the recurring work that defines the role: clean and de-duplicate crm records — contacts, companies, and deals, and build prospect and account lists from linkedin, apollo, or web research. Your account manager runs a weekly review against the role's SOP and the real estate-specific checklist so quality is measured, not assumed.