RESimpli CRM & Automation Setup Specialist (Real Estate Wholesaling)

Job Overview

We are seeking a RESimpli CRM Specialist to build out, structure, and automate our real estate wholesaling operations platform. You will be responsible for translating our complete wholesaling workflow into RESimpli—including two specialized disposition pipelines (one for our 2 main buyers and one for our general buyer database), automated task chains, text/email notifications, and document integration—so our Virtual Assistant can seamlessly run day-to-day transaction coordination and dispo.

Note: While experience with GoHighLevel (GHL) is fine, this build is 100% inside RESimpli. You must thoroughly understand real estate wholesaling mechanics (JV splits, disposition paths, and closing processes) to structure this correctly.

Key Responsibilities & Project Deliverables

• Custom Pipeline Configuration:
  • Build and map two primary dispo pipelines in RESimpli:
    • Primary Buyers Pipeline: Tailored specifically to our 2 main high-volume buyers (including Section 8 or dedicated buyer criteria) to streamline fast-track closings.
    • Database Dispo Pipeline: Designed for broad disposition to our general database of cash buyers, VIP list, and national buyers.
  • Customize stage names to reflect the real-world wholesale deal lifecycle from contract signed to docs sent to the attorney for closing.
• Data Fields & JV Intake Form Setup:
  • Configure custom fields for Joint Venture (JV) deal intake: partner details, partner price, assignment fee/split, and exclusive disposition expiration dates.
  • Ensure property data fields (beds, baths, specs) map automatically.
• Automated Task Chains & Alert System:
  • Create stage-based task chains that automatically trigger to-do lists and due dates for the Virtual Assistant when a deal enters a stage.
  • Build text/SMS alert notifications to trigger to management when offers arrive, contracts need signatures, or timelines fall behind.
• Buyer List Management & Communication Templates:
  • Import, clean, tag, and organize existing buyer contacts in RESimpli, clearly segmenting our 2 main buyers from the general buyer database by location, market, and price band.
  • Set up deal blast templates (email and SMS) tailored for quick outreach to our main buyers and broader blasts for the general database.
• Tool Integration & Document Rules:
  • Configure filing rules for e-signatures via Dotloop and establish uploading workflows back into RESimpli.
  • Document standard workflows connecting RESimpli actions with external tools (e.g., ClickUp uploads and website listings).
• Testing & Hand-off:
  • Test system functionality using live wholesale deals to ensure tasks, notifications, and stage movements trigger accurately.
  • Deliver clear 1-page SOPs/Playbooks for each workflow so the VA can take over operation without management friction.

Qualifications & Requirements

• RESimpli Expertise: Proven hands-on experience setting up custom pipelines, task chains, fields, and communication templates inside RESimpli.
• Wholesaling Knowledge: Deep understanding of real estate wholesaling operations, transaction coordination (TC), joint ventures (JV), and cash buyer dispositions.
• Software Familiarity: Working knowledge of Dotloop, ClickUp, Airtable, and SMS/Email messaging workflows.
• System Architecture: Ability to turn complex human workflows into automated, error-free system tasks.