Skip to main content

Back Office & Admin

The admin work, handled before anyone asks.

Getting agents paid, keeping the shared inbox under control, and setting people up or shutting them off. It's all follow-up and checklists. These agents run the checklists and only pull a person in when a real decision is needed.

The desk, on duty

  • Accounting chased

Events handled: Accounting chased, 164 emails sorted, Access revoked.

Where the time goes

  • Commission paperwork that sits unanswered for weeks while agents ask where their money is.

  • Someone reads every email in the admin inbox just to figure out whose it is.

  • Onboarding and offboarding are dozens of tasks each, worked by hand. The one that bites is a departed agent who still has CRM access days later.

Where each agent works

Follow one agent's time on your team, from first day to last.

  1. First day

  2. Every day

  3. Deal closes

  4. Waiting on accounting

  5. Agent gets paid

    Your team
  6. Last day

Onboarding & Offboarding Agent: CRM seat, 9 Slack channels and 4 systems set up. Ready on day one.

Agent 1 of 3

Commission Chaser

From settlement to paid, without anyone babysitting an inbox.

On duty
The job
Works every closing's commission from contract to cash, and chases whoever is holding it up.
Watches
The settlement date, and the five steps between contract and payout
Does on its own
Chases brokerage accounting once a day, writes each date back to your transaction system, and logs everything
Checks with you first
Real decisions. You only hear about the ones that need you.
Works in
Your inbox, your transaction system, and Slack for escalations
Moves this number
Days from settlement to agent paid

214 Ridge Rd, settled Tuesday

Sample data
  1. Pre-compliance (done)
  2. Commission form signed (done)
  3. Check deposited (done)
  4. Disbursement approvedWaiting 6 days (waiting)
  5. Paid (pending)

Activity log

  1. Nothing yet.

Your ops lead never opened the thread.

Sample data. The real one runs on your systems with your field names.

What changes for your team

  • Every closing's commission status in one place, not buried in an inbox.
  • Accounting gets chased on a steady cadence without anyone remembering to.
  • Agents get paid faster.
  1. Wakes up
  2. Reads
  3. Decides
  4. Shows up

Agent 2 of 3

Inbox Sorter

Nobody reads the whole admin inbox anymore.

On duty
The job
Reads the shared admin inbox and puts every email in the right person's pile.
Watches
Every email that lands in the shared inbox
Does on its own
Works out what each email is and who owns it, labels and routes it inside Gmail, and flags the urgent ones
Checks with you first
Anything it isn't sure about stays with a person.
Works in
Gmail, with urgent pings in Slack
Moves this number
Time the admin team spends sorting email

Inbox Sorter

Sample data

Lender: Clear to close on 7719 Canyon View

Signature received: Addendum 2, 41 Aspen Way

Brokerage accounting: DA approved for 214 Ridge

Agent: When does my commission from Ridge hit?

Photographer: Juniper Ct photos are ready

Sign vendor: Invoice #4471

Agent: How do I add a co-buyer in the CRM?

New agent: I can't log in to Slack

Weekly market newsletter

Software promo: 20% off this week

Client: Nobody has called me back about the inspection

Title: Wire instructions changed, please confirm

Sample data. The real one runs on your systems with your field names.

What changes for your team

  • Nobody reads the whole inbox anymore.
  • Every email has an owner.
  • Urgent things surface the same hour.

Connects to

  1. Wakes up
  2. Reads
  3. Decides
  4. Shows up

Agent 3 of 3

Onboarding & Offboarding Agent

New agents set up on day one. Departing agents shut off the same day.

On duty
The job
Runs the whole new-agent setup and the whole departure shutdown, every step, every time.
Watches
A new hire or a departure being logged
Does on its own
Adds or removes every system, seat and channel for that role, reassigns contacts, and logs every change
Checks with you first
Reassigning an agent's pipeline. You pick who gets it.
Works in
Your CRM, Slack, email and shared drive
Moves this number
Days a departed agent keeps access

Buyer agent departing Friday

Sample data
  • Found 41 active contacts. Reassign to:
  • CRM access revoked
  • Removed from 9 Slack channels
  • Email and shared drive deactivated
  • Offboarding log saved
Sample data. The real one runs on your systems with your field names.

What changes for your team

  • New agents are fully set up on day one.
  • Departing agents lose access the same day.
  • A record of who had access to what, and when.
  1. Wakes up
  2. Reads
  3. Decides
  4. Shows up

Example numbers. Change them to yours.

Size it yourself

5300
0.255
20%90%
$20$80
Hours back per month
42 hrs
Hours back per year
504 hrs
Dollars back per year
$15,120

Closings a month, times chase hours per closing, times the share the agent takes, times your hourly cost.

Size it with us

More agents for this department

Built on your systems

  • Gmail
  • Google Workspace
  • Sisu
  • Dotloop
  • QuickBooks
  • Follow Up Boss
  • Slack
How we connect them

Frequently asked questions

It sends from the inbox you choose, with wording you approve, and never more often than you set.

It connects through Google's official permissions, not a shared password, and only touches what its job needs.

Yes. It follows up the same way your ops lead would, just every day and without forgetting.

What would your ops lead do with their mornings back?

Bring it to a 30-minute call. We'll tell you if an agent is the right fit and what discovery would look like for your team. If a simple automation does the job, we'll tell you that too.

Your first agent, live in one month.

Book a consult