Real Estate Agent at Generations Finance 2015 - 2021 Accomplishments and Experience 0 screened potential clients, whiles informing them of any relevant mortgage or insurance opportunities 0 undertook property valuation using relative valuation methods (zoopla 0 used microsoft excel spreadsheets and crm software to collect and organise payments whiles keeping the client database up to date (bookkeeping 0 worked directly with the managing director to research and appraise potential investment opportunities