Client Instructions Real Estate Loan Records Data Entry Specialist
Overview:
We are seeking a detail-oriented data entry freelancer to organize and input real estate loan application data into our CRM system. This role ensures accurate recordkeeping of loan applications, supports internal review, and maintains confidentiality of sensitive financial information.
Scope of Work:
Review encrypted PDF real estate and home equity loan applications provided by the client
Accurately extract required data and enter it into the CRM system
Verify numeric and financial fields for accuracy and consistency
Cross-check entries with source documents to minimize errors
Flag any missing, unclear, or inconsistent information for client review
Maintain strict confidentiality of all applicant and property information
Required Data Fields:
Applicant ID
Property address
Property type
Estimated property value
Existing liens summary
Debt-to-income ratio
Requested loan amount
Approval stage
Delivery:
Final Spreadsheet containing all entered real estate loan application data, clean, organized, and ready for review
Final Word Report summarizing completed work, including any missing data, discrepancies, or notes for client attention
Data Material Sources:
Client materials, including encrypted PDF loan applications and secure access credentials, will be shared upon hire.
Deadline:
All data entry work must be completed and submitted by 11th February 2026.