Deal Advisor (Real Estate) - San Carlos, CA
Compass International Holdings, San Carlos, CA, United States
Deal Advisor – Coldwell Banker Realty
The Deal Advisor serves as a trusted resource for agents, supporting successful real estate transactions and fostering professional growth. This role combines expertise in transaction management, contract review, agent coaching, and training, with a commitment to responsive service and collaborative problem-solving. The Deal Advisor ensures agents have the guidance and tools needed to navigate complex transactions, comply with legal requirements, and build their business.
Key Responsibilities
Approve all documents in Transaction Manager for assigned territory, ensuring accuracy and compliance with company standards and state regulations.
Review and sign listing agreements and disclosures, ensuring compliance with company and regulatory standards.
Review and authorize form modifications as needed for transactions.
Request and manage contract changes, communicating clearly with agents to resolve discrepancies and facilitate timely corrections.
Respond to agent inquiries on transactions, contracts, and representation through email, phone, and/or virtual meetings.
Address agency questions and provide guidance on disclosure requirements to agents.
Track and document all agent interactions using the company-provided systems, maintaining records of topics discussed, dates, and agent names to support ongoing service and improvement.
Conduct in-person and virtual training sessions on transaction processes, local contract management, common errors and issues, coaching, and adapting content to meet agent needs.
Provide strategic guidance on commission and fee discussions, including coaching agents on objection handling during commission negotiations for listings. (Note: This does not include discussions about an agent’s commission split with the company, which remains the responsibility of the Branch Leader.)
Present content and field Q&A at sales meetings to support agent understanding and engagement.
Collaborate with sales leadership and peers to share best practices, support agent success, promote Deal Advisor, and contribute to a positive, inclusive workplace culture.
Skills and Qualifications
Active Broker’s license in the state of service required.
Minimum 5-7 years of experience in residential real estate transactions, with strong knowledge of real estate laws, contracts, and procedures required.
Ability to multi-task on a daily basis, transitioning between responsibilities.
Exceptional communication skills—able to explain complex concepts clearly, listen actively, and build trust with agents and colleagues.
Strong organizational abilities, with attention to detail and a commitment to maintaining accurate records.
Collaborative mindset, open to feedback and eager to share knowledge and learn from others.
Self-motivated and adaptable, comfortable with emerging technology and new approaches to business growth.
Proficiency with Microsoft Office and internet platforms.
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Key Responsibilities
Approve all documents in Transaction Manager for assigned territory, ensuring accuracy and compliance with company standards and state regulations.
Review and sign listing agreements and disclosures, ensuring compliance with company and regulatory standards.
Review and authorize form modifications as needed for transactions.
Request and manage contract changes, communicating clearly with agents to resolve discrepancies and facilitate timely corrections.
Respond to agent inquiries on transactions, contracts, and representation through email, phone, and/or virtual meetings.
Address agency questions and provide guidance on disclosure requirements to agents.
Track and document all agent interactions using the company-provided systems, maintaining records of topics discussed, dates, and agent names to support ongoing service and improvement.
Conduct in-person and virtual training sessions on transaction processes, local contract management, common errors and issues, coaching, and adapting content to meet agent needs.
Provide strategic guidance on commission and fee discussions, including coaching agents on objection handling during commission negotiations for listings. (Note: This does not include discussions about an agent’s commission split with the company, which remains the responsibility of the Branch Leader.)
Present content and field Q&A at sales meetings to support agent understanding and engagement.
Collaborate with sales leadership and peers to share best practices, support agent success, promote Deal Advisor, and contribute to a positive, inclusive workplace culture.
Skills and Qualifications
Active Broker’s license in the state of service required.
Minimum 5-7 years of experience in residential real estate transactions, with strong knowledge of real estate laws, contracts, and procedures required.
Ability to multi-task on a daily basis, transitioning between responsibilities.
Exceptional communication skills—able to explain complex concepts clearly, listen actively, and build trust with agents and colleagues.
Strong organizational abilities, with attention to detail and a commitment to maintaining accurate records.
Collaborative mindset, open to feedback and eager to share knowledge and learn from others.
Self-motivated and adaptable, comfortable with emerging technology and new approaches to business growth.
Proficiency with Microsoft Office and internet platforms.
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