Outsourcing Assistant guide
Structure real-estate lead intake for a Philippines-based assistant
A topic-specific guide for a real-estate operator receiving inquiries through portals, email, and phone notes, focused on recording useful preferences without turning an assistant into an advisor.
Record the prospect’s words
Real-estate intake should capture stated property criteria, timing, source, and requested follow-up without converting preferences into advice or a qualification judgment.
Keep sensitive decisions out
The assistant should not screen protected traits, recommend a property, negotiate terms, or infer affordability. Unknown budget and availability stay unknown until the prospect or licensed owner provides them.
Make the next action specific
A good record identifies the requested contact path, missing detail, and responsible agent. Avoid a generic “follow up” that gives no evidence or timing.
Review the intake boundary
Sample inquiries from each channel and check that the same fields and escalation rules apply. The owner controls advice, representation, and negotiation.
Keep planning
Questions people ask
Reference notes
These links are a starting point for general context. They are not custom legal, tax, hiring, or cybersecurity advice.
- U.S. Bureau of Labor Statistics: Baseline context for administrative support work and task categories.
- NIST Cybersecurity Framework: Useful source for simple access, identity, and review controls.
- SBA hiring guidance: General small-business hiring and management context.