Customer & Realtor Engagement Specialist

Review customer profiles and assign qualified real estate agents based on location, needs, and preferences.

Serve as the primary point of contact between customers, real estate agents, and internal teams.

Monitor the progress of assigned customers throughout the home-search process.

Conduct regular follow-ups with customers and agents to ensure home searches are progressing smoothly.

Identify and address obstacles that may delay the home-buying process.

Maintain detailed records of all customer interactions, agent assignments, and status updates within CRM systems.

Coordinate with mortgage professionals, Account Executives, and Real Estate Agents to support customer success.

Ensure customers receive timely guidance and support throughout their home-buying journey.

Analyze reports and pipelines to identify customers requiring additional assistance or intervention.

Provide management with accurate updates regarding customer progress, agent performance, and overall pipeline health.

Maintain compliance with company policies and industry regulations.