The team lead is the operations team
You were supposed to coach, recruit, and list. Instead you're chasing signatures and fixing the CRM.
All industries
Team lead or
For real estate teams and brokerages
Team lead or
transaction desk?
Run the team, and let someone else run the file
Transaction coordinators, inside sales, and operations support who already work in Follow Up Boss, Dotloop, and SkySlope, proven on a Day One™ work trial before you commit.
Evening and weekend lead coverage
Built for the role
Transaction Coordinator
- Build the contract-to-close timelinePull every deadline from a purchase agreement into one tracker.Submitted
- Chase the missing piecesDraft the lender, title, and client emails for three open items.Submitted
- Send the closing updateFive lines for the agent, with the one risk to watch.Submitted
A person on our team reviews
JudgmentOutput qualityTone
Chosen by founders, CEOs, and executive teams at more than 1,000 companies, including
What's actually breaking
Your agents sell
Who runs the business?
Seven things we hear from team leads and broker-owners every month. If three sound familiar, you've outgrown running ops from your phone.
Paid leads wait too long
Portal and ad leads land while every agent is at a showing, and the fastest team gets the appointment.
Deadlines live in someone's head
Inspection, appraisal, financing. One missed contingency date is a deal, a client, and a review.
Listings launch when someone has time
Photos, copy, MLS entry, and social posts wait for a free evening.
The CRM is full and nobody works it
Thousands of contacts, no tags, no follow-up. Your past clients are someone else's referral.
New agents need hand-holding
Onboarding, tools, and paperwork questions pull you out of production every week.
Volume swings, payroll doesn't
A local admin salary is fixed. Your closings aren't.
The one number
Agent hours back
every month
Put in your own numbers. Every hour an agent stops spending on paperwork goes back to clients and prospecting.
An estimate from your inputs.
Your hire's actual rate is on their profile before you commit.
Agent hours
returnedper month
returnedper month
Selling time
returnedper month
returnedper month
Return on
the hirebefore a single new listing
the hirebefore a single new listing
Why teams move now
If one of these is true, it's time
Team leads rarely hire because a plan said so.
They hire because one of these landed.
- Lead spend outran follow-upYou're paying for leads that nobody calls back in time.
- Your TC quit mid-closingsEight files are open, and the deadlines didn't move.
- A contingency date slippedIt cost a deal, or almost did.
- The team grew past what you can manageTen agents, one inbox, and every question routes to you.
- You want to get back to listingYour own production dropped while you ran operations.
“I am absolutely LOVING my Assistantly Unicorn! We work together so seamlessly that it feels like the perfect match.”
Who teams hire
Seven seats between your agents
and the paperwork
Mid and senior operators, each proven on the real work of the role before you meet them.
A day in the seat · Example
Transaction Coordinator
Updated timelines on 9 open files in Dotloop.
Chased title for a payoff and the lender for an appraisal date.
Flagged an inspection deadline two days out to the agent.
Sent closing updates to four clients before they asked.
Protects every deadline and every client experience
What they own
Contract-to-close timelinesLender, title, and escrow follow-upBroker file complianceClosing updates
A day in the seat · Example
Inside Sales (ISA)
Called back 12 overnight portal leads before 9am.
Booked 3 buyer consults and a listing appointment.
Worked the 30-to-90-day nurture list.
Covered the evening lead rush while agents showed homes.
Turns paid leads into booked appointments
What they own
Speed-to-lead calls and textsQualificationAppointment settingLong-term nurture
A day in the seat · Example
Listing Coordinator
Booked photography for two new listings.
Drafted MLS copy and entered both listings for review.
Set up showing instructions and lockbox notes.
Sent the agent a launch checklist with what's left.
Gets listings to market without the agent's evenings
What they own
MLS entryListing copyPhoto and showing schedulingLaunch checklists
A day in the seat · Example
Marketing Coordinator
Posted two just-sold graphics and a market update.
Cut a listing reel from the agent's walkthrough video.
Built this month's newsletter to the sphere.
Promoted Saturday's open house across channels.
Keeps the team visible without a marketing hire
What they own
Just-listed and just-sold postsReels and socialNewslettersOpen house promotion
A day in the seat · Example
CRM & Database Manager
Tagged 140 untagged leads by source and stage.
Set up birthday and home-anniversary touches.
Built smart lists for each agent's follow-up.
Sent the team lead a pipeline report by agent.
Turns past clients into repeat and referral business
What they own
Lead tagging and cleanupPast-client touchpointsSmart lists and dripsPipeline reporting
A day in the seat · Example
Operations Manager
Ran the weekly production report for the team meeting.
Wrote the SOP for handing a lead from ISA to agent.
Renewed two vendor subscriptions and cut one.
Scheduled three recruiting interviews for the team lead.
Gives the team lead their week back
What they own
Team systems and SOPsVendor and tool managementReportingRecruiting admin
A day in the seat · Example
Agent Support & Onboarding
Set up a new agent's CRM, email, and signature.
Walked her through the team's lead routing.
Answered four paperwork questions from the team chat.
Prepped commission paperwork for two closings.
Takes onboarding off the team lead's plate
What they own
New agent setupTool access and trainingPaperwork questionsCommission paperwork
Matched to the systems your team runs
Follow Up BosskvCORELoftySierra InteractiveDotloopSkySlopeBrokermintDocuSignShowingTimeCanva+ yours
The licensing line
Here's exactly what we touch
and what we don't
Our operators handle coordination, marketing, and admin. Anything that requires a real estate license stays with your licensed agents.
Your operator handles
- Timelines, deadlines, and file compliance
- Lead calls, qualification, and booking
- Listing prep and MLS entry for review
- Marketing and database work
- Vendor, lender, and title follow-up
Stays with your licensed agents
- Showing property
- Negotiating offers
- Advising clients on contracts
- Anything your state requires a license for
We scope the line with you on the call, based on your state and brokerage rules.
Where AI stops
AI texts the lead
A person keeps the deal together
AI already does this
- AI assistants texting new leads
- CRM drip campaigns
- AI-written listing descriptions
- Contract date extraction
Which is why you need an operator
- Calling the lead who replied maybe, and booking the appointment
- Chasing lender and title for the missing document
- Catching the deadline the system mis-read
- Keeping the database tagged so the drips mean something
AI can text a lead.
It can't chase every party to the closing table.
That's the seat we fill.
The proof
Watch a file move before you commit
Day One™ is a work trial in the real conditions of the role, two hours or less, scored against a rubric built for that role by a person on our team.
- You see exactly how they performed
- The client never keeps, uses, or ships the work
- No algorithm decides who you meet
Day One™ · Transaction file · Dotloop
Buyer purchase · 30-day close
Deadlines missed0
Days to close30 of 30
Timeline built. Every contingency date pulled into one tracker.
Earnest money confirmed. Receipt filed and the client updated.
Inspection deadline flagged. Agent reminded two days out with the report attached.
Appraisal chased. Lender confirmed value and the file moved to clear-to-close.
Closed. Final documents filed for broker compliance.
R
Reviewer noteBuilt the timeline from the contract without help, caught the inspection date early, and kept the client updated in plain English. Strong fit.
Ready now
Meet real estate talent
before you commit
Carla D.
Executive Assistant, Manila
9 years experienceProven on the role
The proof
On her simulation, Carla cut a 60-email inbox to the five that mattered and drafted ten replies in the CEO's voice. Reviewers flagged her judgment on what to ignore.
Zone of genius
Full profile, intro video, and rate
Paolo V.
Marketing Manager, Manila
7 years experienceProven on the role
The proof
Paolo rewrote a webinar email sequence and showed the math behind the expected lift in sign-ups. He cut two emails that weren't earning their place.
Zone of genius
Full profile, intro video, and rate
Faith N.
Client Experience Manager, Nairobi
7 years experienceProven on the role
The proof
Faith built a client onboarding checklist the reviewer rated ready to use. She added the three questions new clients always forget to ask.
Zone of genius
Full profile, intro video, and rate
See full profiles, free
Example profiles. Names shortened for privacy.
What real estate clients say
“She is diligent, detail-oriented and super responsive.”
“Miyuki is brilliant with our social media campaigns and marketing and our CRM.”
“They care so much about getting the ideas out of your head and finding the right people to support those ideas.”
Free team ops call
Twenty minutes on how your team runs
Tell us about the team. We'll come to the call with the seats we'd fill first and the hours they'd hand back.
- No commitment until you choose who to hire
- Pricing shown before you interview
- A real person on our team, from the first call
Questions team leads ask first
Do they need a real estate license?
No, because they stay on the unlicensed side of the line. Showing, negotiating, and advising clients stay with your licensed agents. We scope the line with you based on your state and brokerage rules.
Can one hire support the whole team?
Often, yes. Many teams start with one transaction coordinator or ISA supporting several agents, then add a seat as volume grows.
Can they cover evenings and weekends?
Yes. Our talent in the Philippines, Latin America, and Kenya is matched on the hours you need covered, including when leads come in after showings.
Do they already know our tools?
We match on the systems you run, from Follow Up Boss and kvCORE to Dotloop and SkySlope. Access is set up with you in week one.
Will the quality hold up with our clients?
You decide on the work, not the interview. Every finalist completes a Day One™ work trial in the real conditions of the role, scored against a rubric by a person on our team. You see how they performed. The client never keeps, uses, or ships that work.
What does it cost?
Their own rate plus real benefits, shown on every finalist's profile before you interview. See how pricing works.
What if the hire isn't the right fit?
Every hire shares a Fresh Eyes™ review at two weeks, so a weak match surfaces early. If a hire ever stops being the right fit, we find you a new one.
Get back to running the team
Tell us the seats, and we'll show you who has already done the work.
There's no commitment until you choose who to hire.