Transaction Management

About the Role

We are seeking a dedicated Real Estate Transaction Management & Compliance Team based in India to take full ownership of our transaction operations department. This is not a virtual assistant opportunity and is not intended for individual applicants.

The selected team will replace an existing 5-person Transaction Management Department and will be responsible for managing the complete real estate transaction lifecycle, compliance oversight, revenue protection, listing administration, lead management, invoicing, collections, reporting, and operational support.

The team must be capable of operating as an independent function with minimal supervision while ensuring accuracy, compliance, and efficiency across all transaction processes.

Key Responsibilities

Transaction Management

• Manage the full real estate transaction lifecycle from contract to closing
• Coordinate transaction milestones and ensure timely completion of all required activities
• Maintain accurate transaction records and documentation
• Support agents, clients, and leadership throughout the transaction process

Lead & CRM Management

• Manage and maintain CRM records, leads, listings, and transaction data
• Monitor lead flow and qualification status
• Ensure timely follow-ups and proper pipeline management
• Maintain data accuracy and reporting integrity

Listing Management

• Manage listing administration and documentation
• Ensure listing information is accurate and updated
• Coordinate listing-related workflows and status updates

Revenue Leakage Prevention

• Ensure all transactions, commissions, and invoices are accurately recorded
• Identify and prevent revenue leakage through regular audits and reconciliations
• Monitor financial records for completeness and accuracy

Invoicing, Collections & Reconciliation

• Manage invoicing and billing processes
• Track payments and outstanding balances
• Handle collections and payment follow-ups
• Perform reconciliations and maintain accurate financial records

Reporting & Operational Support

• Prepare operational, financial, and transaction reports
• Track key performance indicators (KPIs)
• Provide regular updates to leadership and stakeholders
• Support process improvements and operational efficiency initiatives

Transaction Audit & Compliance (Critical Requirement)

• Conduct transaction audits and compliance reviews
• Verify all required documents are collected, complete, and properly maintained
• Ensure adherence to company policies, brokerage requirements, and transaction standards
• Identify discrepancies, missing documentation, and compliance risks
• Maintain audit-ready transaction files and records

Requirements

• Team must be based in India
• Proven experience in Real Estate Transaction Management
• Strong background in Transaction Audit and Compliance
• Experience managing the complete transaction lifecycle from contract to close
• Proficiency with CRM systems and transaction management platforms
• Experience with invoicing, collections, payment tracking, and reconciliation
• Strong reporting and data management capabilities
• Excellent organizational skills and attention to detail
• Strong communication, coordination, and follow-up abilities
• Ability to manage multiple transactions simultaneously in a fast-paced environment
• Previous experience operating as a transaction management team or department is highly preferred

Critical Requirement

The team must demonstrate proven capability in:

• Transaction Audit & Compliance
• Revenue Leakage Prevention
• Listing Management
• Lead Management
• Invoicing & Collections
• Reporting & Follow-Ups
• End-to-End Transaction Management

Important Note

We are not hiring individual Virtual Assistants.

We are specifically seeking a dedicated India-based team capable of replacing an existing 5-person Real Estate Transaction Management Department and taking ownership of the entire function. Teams must have the infrastructure, experience, and expertise necessary to manage operations independently while maintaining high standards of compliance, accuracy, and service delivery.