8:30–9:00 AM| Morning Systems

• Check broker’s email (priority + flagged inbox)

• Review CRM notifications & hot leads

• Check MLS updates (new listings, price changes, statuses)

• Review calendar for the day & week

8:30–9:00 AM | Briefing & Daily Priorities

• New leads

• Active listings

• Contracts under negotiation

• Closing deadlines

9:00–10:30 AM

• Update MLS listings (status, remarks, price changes)

• Upload documents to SkySlope/Dotloop

• Coordinate with photographers, stagers, vendors

• Track deadlines (inspection, appraisal, escrow)

• Follow up with title, lender, cooperating agents

10:30–11:30 AM

• Return calls/emails on broker’s behalf (where authorized)

• Schedule showings, listing appointments, buyer consults

• Send follow-up emails to clients

• Coordinate with vendors, HOA, inspectors

11:30 AM–12:30 PM

Marketing & Brand Support

12:30 AM–1:30 PM | Break

1:30–2:30 PM | CRM, Leads & Client Care

• Input new leads into CRM

• Assign leads to broker or agents

• Update client notes

• Send follow-up templates

• Trigger automated campaigns

• Prepare weekly seller/buyer updates

2:30–3:30 PM | Admin & Compliance

• Review files for compliance

• Upload missing disclosures

• Track commission pipeline

• Prepare invoices or commission disbursement sheets

3:30–4:30 PM | Scheduling

• Confirm next-day appointments

• Schedule inspections, walkthroughs, closings

• Prepare next-day agenda for broker

• Review upcoming deadlines

• Coordinate travel/logistics if needed

4:30–5:00 PM

• Send end-of-day summary

  • What was completed

  • What’s pending

  • What needs approval

• Update CRM

• Tidy inbox & task board

• Prep next-day priority list