Audit & Overhaul: Map out our entire existing transaction process from executed contract to closing. Identify every bottleneck, manual data entry point, and repetitive task that is slowing the Success Team down.
Build the Automations: Architect and deploy automated workflows (using tools like Zapier, Make, or native API integrations) connecting our CRM that we built, Dotloop/DocuSign, MLS, and communication platforms.
Implement AI Solutions: Integrate AI tools to handle heavy lifting
whether that's using AI to extract key dates and terms from PDF contracts, drafting compliance emails, or creating AI agents to answer standard client/agent FAQs during the escrow process.
Reduce Friction: Your ultimate KPI is reducing the hours spent per transaction. You will build a system where data is entered once and flows perfectly everywhere it needs to go.
Train the Team: You won't just build the machine; you will help our existing Success Team and TCs transition into using it, providing clear SOPs and troubleshooting support.

An Operations Obsessive: You look at a 15-step manual checklist and immediately know how to turn it into a 2-step automated workflow using the newest AI tools.
Real Estate Fluent: You understand the anatomy of a real estate transaction. You know what an amendment is, you understand compliance timelines, and you are familiar with industry-standard tools (Dotloop, DocuSign, ZipForm, standard CRMs). You can't have this job if you haven't been a real estate agent or transaction coordinator for multiple years where you've lived the pain of managing files and compliance.
Highly Technical: You are a wizard with automation platforms (Zapier, Make) and comfortable working with webhooks, APIs, and advanced AI prompt engineering.
A Change Agent: You know that the best tech in the world is useless if the team doesn't adopt it. You are patient, clear, and skilled at rolling out new systems to operators who are used to doing things the "old way."
Detail-Oriented: In real estate transactions, a missed date costs money. You build systems that are bulletproof, redundant, and secure.

Freedom to Innovate: We value initiative and welcome improvements to our systems.
Cutting-Edge Tools: We'll equip you with every tool you need to work smart.
Fully Remote (Forever): Work where you work best.
Competitive Pay: Salary + bonus, based on expertise and results.
Real Impact: You’ll directly contribute to smoother transactions and happier clients.

AI & Automation Lead – Real Estate

Key skills