Real Estate Virtual Assistant | Follow Up Boss CRM Administrator
Laguna
Nearly 5 years supporting a Keller Williams real estate team. Experienced Follow Up Boss (FUB) CRM Administrator. Managed thousands of seller and buyer leads across multiple lead sources. Conducted 100–150 outbound calls daily for seller qualification and appointment setting. Experienced in HomeLight, AgentFinder, BoomTown, Vulcan7, Google Leads, and VoicePad. More than 15 years in customer service, collections, sales, and administrative support. Recognized for maintaining CRM accuracy, lead organization, and operational efficiency.
The Sarver Group Realty, full_time
Oct 2021 to Jul 2026
CRM Administration & Lead Management Managed and maintained the Follow Up Boss (FUB) CRM, ensuring accurate lead records, contact information, tags, Smart Lists, Action Plans, and pipeline organization. Updated AOD records, monitored lead progression, and maintained database integrity across multiple lead sources. Organized and distributed seller and buyer leads from HomeLight, AgentFinder, Google Leads, and VoicePad. Performed skip tracing and researched property ownership information to support acquisitions. Lead Qualification & Inside Sales Conducted approximately 100–150 outbound calls daily to qualify motivated sellers. Gathered property details, assessed seller motivation, handled objections, and identified qualified opportunities. Scheduled appointments for acquisitions specialists and coordinated follow-up activities. Ensured timely communication through calls, emails, texts, and CRM action plans. Operations & Administrative Support Assigned withdrawn and expired listings. Maintained organized CRM records and removed duplicate data. Prepared reports on HomeLight performance, lead pipeline activity, and operational updates for management. Supported day-to-day administrative tasks to improve team productivity. Marketing Support Created Testimonial Tuesday graphics. Designed Sold and Under Contract social media posts. Produced Seller Reports using Canva. Assisted with branding and online marketing initiatives.