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AI & Automation Lead (Real Estate) at Houston Properties Team. The Mission. The real estate industry is stuck in the past, relying on endless manual data entry, repetitive emails, and clunky transaction management. . Your mission is to change that for our team (the Houston Properties Team) and our network (the Real Edge Network). You are being brought in to completely overhaul our Transaction Coordination (TC) department. You will analyze our current contract-to-close lifecycle and leverage AI, Zapier, APIs, and modern tech to build a seamless, hyper-efficient backend machine that helps agents close transactions and delivers excellent service to clients.. What You Will Do. 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.. Who You Are. 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.. You’ve Probably Faced These Challenges Before:. Incomplete or messy transaction files slowing down closings.. Managing tight deadlines and juggling 15–30+ active transactions without clear processes.. Being the go-to for agents, clients, lenders, and title companies — often all at once.. Handling environments where your proactive, detail-oriented mindset wasn’t fully appreciated.. While you've lived these pain points, you believe the solution is not "do more hours of work" but instead "reinvent the processes using AI tools to do the work and manage the AI agents.". If you’re nodding along — you may be exactly who we’re looking for.. Success Looks Like Building Programs Where:. Clients consistently say, “I felt so taken care of.”. Agents trust you and your systems completely because you protect their reputation and their clients.. Problems get solved before they ever become visible to the client.. You elevate the team — helping every agent deliver a smoother, more confident client experience.. Company Location: United States.