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Operations Manager TMG Realty | Professional Real Estate Brokerage Reports To: Principal Broker Employment Type: Part-Time to Full-Time (Scalable) Location: Remote or Hybrid (Ohio) Role Summary The Operations Manager serves as the operational backbone and first point of contact for TMG Realty. This role is responsible for daily brokerage execution, CRM management, transaction coordination support, internal accountability, and professional communication with agents, clients, and third parties. The Operations Manager does not sell, negotiate, or interpret contracts. Their primary function is to organize, route, document, and escalate, ensuring the brokerage runs cleanly, compliantly, and predictably as it scales. This role requires exceptional organization, professional communication, strict system discipline, and comfort working inside structured workflows. ⸻ Core Responsibilities Daily Operations & Accountability • Execute all assigned tasks within the same business day unless otherwise directed • Maintain accurate time tracking and task documentation in the TMG Daily Operations Log • Complete required start-of-day and end-of-day procedures, including daily summaries • Follow mandatory Master Notes Template for all documented actions • Notify the Principal Broker upon completion of daily operations Reasoning: This protects visibility, reduces dependency risk, and creates audit-ready operations without micromanagement. ⸻ CRM & Lead Management (Follow Up Boss) • Manage all assigned CRM tasks, follow-ups, and communications • Handle calls, texts, and emails exclusively through the company number and email systems • Update stages, tags, notes, and tasks accurately and promptly • Log all communications clearly and tag the Principal Broker when review or escalation is needed • Route leads appropriately without sales pressure or opinion-based guidance Reasoning: Centralized CRM discipline protects compliance, preserves data integrity, and enables brokerage-level reporting. ⸻ Transaction & Compliance Support (Dotloop) • Monitor submitted transaction files for compliance review • Coordinate document flow once files are formally submitted • Track deadlines, signatures, and required documentation • Communicate with agents, title, lenders, and vendors regarding transaction logistics • Escalate all risk items, delays, or money-related issues immediately Explicit Boundary: This role does not draft contracts, interpret legal language, approve changes, or review unsubmitted files. Reasoning: This boundary protects the brokerage from unauthorized actions and maintains broker-only decision authority. ⸻ Ops Inbox & Email Management • Serve as primary owner of the Ops@ inbox • Respond professionally on behalf of the brokerage • Monitor transaction-related communications daily • CC the Principal Broker on all relevant correspondence • Identify and escalate time-sensitive or risk-based issues Reasoning: A centralized ops inbox prevents fragmentation and ensures leadership visibility without inbox overload. ⸻ Communication & Call Handling • Act as the primary front-line contact for incoming calls and messages • Follow the Operations Call & Messaging Framework precisely • Clarify intent, route appropriately, document outcomes • Never speculate, promise outcomes, or discuss commissions without authorization • De-escalate frustrated callers and escalate complaints immediately Reasoning: This protects brand tone, reduces liability, and ensures consistent client and agent experience. ⸻ Authority & Decision Scope Authorized To: • Communicate on behalf of the brokerage operationally • Schedule appointments and route inquiries • Request missing documentation • Escalate issues to the Principal Broker Not Authorized To: • Negotiate terms or pricing • Interpret contracts or legal language • Commit the brokerage financially • Override broker decisions ⸻ Required Skills & Qualifications • Strong written and verbal communication • Exceptional organization and follow-through • High comfort with structured systems and SOPs • Ability to manage multiple priorities without constant direction • Professional judgment and discretion • Prior experience in real estate operations, administration, or transaction coordination preferred ⸻ Performance Metrics Performance is evaluated based on: • Accuracy and consistency of daily logging • CRM hygiene and task completion • Responsiveness and professionalism • Adherence to scope boundaries and escalation rules • Reliability and accountability Failure to document work is treated as incomplete performance. ⸻ Growth & Scalability This role is designed to scale into: • Full-time Operations Manager • Brokerage Operations Lead • Multi-market Operations Oversight As volume increases, responsibilities may expand to support additional staff and markets under broker direction.
Project ID: 40189595
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5 freelancers are bidding on average $23 USD/hour for this job

Hi there, I noticed you’re looking for an Operations Manager skilled in CRM management with Follow Up Boss and transaction coordination in Dotloop, and I’ve built very similar operational frameworks supporting real estate brokerages. I have 7+ years of experience in operations management and CRM system administration, having recently optimized transaction workflows and communications for a boutique brokerage, streamlining compliance and lead routing that reduced delays by 30%. ✅ Manage daily operations with rigorous logging and task completion, ensuring audit-ready records using your Master Notes Template. ✅ Administer CRM tasks in Follow Up Boss, updating stages and logging interactions with precision to preserve data integrity. ✅ Oversee transaction file flow in Dotloop, tracking deadlines and escalating risks to safeguard compliance. ✅ Centralize inquiry communications via the Ops@ inbox with professional, rule-based responses and escalation. ✅ Handle calls and messages using your structured framework to maintain brand consistency and operational control. Quick question: How many active agents and monthly transactions does TMG Realty currently handle to scale workload effectively? I look forward to working with you. Best Regards, Rosita Iniesta
$20 USD in 18 days
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Hello, I’ve reviewed the Remote Operations Manager role for TMG Realty and I’m confident I can establish a scalable, compliant operational backbone that keeps daily brokerage activities accurate, auditable, and client‑focused. With hands‑on experience in real estate operations, CRM governance (Follow Up Boss), and transaction coordination (Dotloop), I will implement a structured workflow that eliminates ambiguity and accelerates throughput without micromanagement. Plan: • Set up a daily Operations Log and Master Notes Template; ensure end-of-day summaries and precise time-tracking. • Harden CRM discipline: accurate stages/tags/notes, channel all calls/texts/emails through company systems, and keep the Principal Broker in review loops. • Build Dotloop monitoring for deadlines, signatures, and required docs; escalate risks immediately. • Manage Ops inbox and calls per your framework; maintain professional tone and avoid unauthorized commitments. • Establish escalation paths and KPI dashboards to measure accuracy, responsiveness, and accountability. This framework will scale into a full‑time Operations Manager and beyond as volumes grow. The initial setup and documentation can be delivered within 14 days, with ongoing support on a scalable basis. Best regards,
$50 USD in 29 days
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Springfield, United States
Member since Apr 4, 2025
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