John

Real Estate CRM Automation Specialist

RealtyFeed • Freelance

May 2026 - Jun 2026 • 1 mo

Worked with the real estate sales team to organize lead management, CRM pipelines and follow-up processes for buyer and seller opportunities. My responsibilities included setting up and maintaining workflows that helped agents manage new inquiries, assign prospects and keep track of conversations throughout the sales cycle. I worked with Follow Up Boss, kvCORE, Lofty and Sierra Interactive to organize lead routing, pipeline stages, agent assignments, follow-up plans and lead nurturing processes. I also worked with Zapier and Make to connect supported applications and automate repetitive actions between lead sources and CRM systems. Key work included configuring buyer and seller pipelines, creating lead assignment rules, setting up follow-up sequences, organizing lead statuses and building notifications for agents when new opportunities entered the system. I also helped maintain website-to-CRM lead flows and reviewed workflows to make sure incoming inquiries reached the appropriate team member.

Real Estate Transaction & Workflow Specialist

propertygeekz • Freelance

Feb 2026 - Mar 2026 • 1 mo

Supported real estate transaction operations by organizing digital workflows for documents, approvals, signatures and transaction milestones. My focus was on helping agents and transaction coordinators keep files organized and make sure important steps were completed in the correct order. I worked with Dotloop, SkySlope and DocuSign to organize transaction documents, electronic signatures, task sequences and closing-related workflows. I also worked with CRM systems including Follow Up Boss, Lofty and kvCORE where transaction activity needed to connect with lead and client management processes. My responsibilities included setting up transaction stages, creating task reminders, organizing document workflows, preparing e-signature processes and establishing notifications for important transaction events. I helped structure workflows for buyers, sellers and active transactions so agents could easily see outstanding tasks and required documents. I also worked with Zapier and Make where supported integrations were needed to move information between systems or trigger routine actions. The goal was to reduce manual administration while giving the team a clear view of each transaction from contract through closing.

Property Management Systems Specialist

Resident • Freelance

Jan 2026 - Jan 2026 • 0 mos

Supported property management operations by organizing software workflows for tenants, properties, applications, maintenance requests and day-to-day administrative tasks. My work focused on making information easier for property managers to access while reducing repetitive manual processes. I worked with AppFolio, Buildium and Yardi to organize property records, tenant information, leasing workflows, maintenance processes and operational tasks. I also worked with Zapier and n8n for supported automation workflows where different systems needed to exchange information or trigger routine actions. My responsibilities included organizing tenant onboarding processes, application workflows, task assignments, notifications and property-related records. I helped structure workflows so property managers could track important activities and follow up on outstanding tasks without relying entirely on manual reminders. I also supported tenant screening and leasing workflows, helping organize the steps between an applicant's initial inquiry, application, screening, approval and onboarding. Where integrations were available, I used automation tools to reduce duplicate data entry and improve the flow of information between connected systems.