Overview
Our client is looking for two highly organized, proactive, and detail-oriented Real Estate Contract-to-Close & Agent Assistant (Lofty CRM) to manage the administrative lifecycle of residential real estate transactions from contract execution through closing. In this dual-capacity role, you will take ownership of transaction timelines, audit contracts for completeness, build automated workflows inside Lofty CRM, and provide dedicated 1-on-1 administrative and marketing support to an assigned real estate agent. We are looking for true problem-solvers who anticipate bottlenecks, flag contractual discrepancies early, and keep deals moving smoothly rather than simply checking boxes.
Schedule:
- Full-Time, Mt. Juliet, TN time zone (exact schedule to be decided)
Responsibilities
Contract-to-Close (CTC) Transaction Management:
- Coordinate all administrative steps for buyer and seller transactions from executed contract to closing.
- Audit purchase agreements, addenda, and disclosures for missing signatures, incomplete fields, or unusual language, immediately flagging concerns to the responsible licensed agent.
- Track critical contractual milestones—including earnest money funds, inspection periods, appraisal deadlines, financing contingencies, and closing dates—proactively alerting agents ahead of due dates.
- Serve as the administrative liaison between agents, lenders, title companies, escrow officers, and home inspectors to gather outstanding paperwork and maintain compliant digital transaction files.
- Maintain transaction checklists, assist with pipeline reporting, and contribute to standard operating procedures (SOPs).
Lofty CRM & Systems Development:
- Utilize Lofty CRM to track active transactions, task checklists, communication logs, and milestone deadlines.
- Build, refine, and maintain automated transaction workflows, Smart Plans, checklists, and deadline reminders within Lofty.
- Maintain clean, accurate CRM records and identify opportunities to eliminate repetitive manual tasks across the operations team.
Dedicated Agent Assistant Support (1-on-1):
- Partner directly with one assigned real estate agent to protect their selling, negotiating, and prospecting time.
- Organize and segment the agent’s Lofty CRM database, preparing daily prospecting lists, follow-up queues, and client contact reports.
- Coordinate personal real estate marketing campaigns, open house logistics, client appreciation events, and referral-building initiatives.
- Manage ongoing sphere-of-influence touchpoints, including birthday cards, thank-you notes, and home anniversary correspondence.
Requirements
- Proven administrative experience in real estate transaction coordination, contract administration, escrow/title support, or a closely related field.
- High precision in reviewing contracts, tracking multi-step contingencies, and maintaining audit-ready compliance files.
- Demonstrated ability to manage multiple active transactions and competing agent priorities simultaneously without dropping details.
- Exceptional written and spoken English, high confidentiality standards, and a proactive mindset that escalates issues immediately.
Strongly Preferred Qualifications
- Direct, hands-on experience using Lofty CRM (including building checklists, Smart Plans, and automated workflows).
- Experience supporting U.S.-based real estate agents, teams, or brokerages.
- Familiarity with U.S. real estate purchase agreements and transaction timelines (Tennessee real estate experience is a strong plus).
- Proficiency with MLS platforms, digital signature/transaction management tools, and SOP documentation.
Independent Contractor Perks
- Permanent work from home
- Immediate hiring
- Health Insurance Coverage for eligible locations
Note
66162514785