Office Real Estate Admin

Daily/weekly/monthly/yearly Assistant list:
 
1.    Check email and complete email tasks first thing in the morning.
2.    Check ASANA for any other tasks to be done before end of day
3.    Complete any Day task as needed
4.    Check FUB DEALS
5.    Reconcile MLS vs FUB vs FS transactions
6.    Fridays: Weekly closing and Vulcan to Agent Legend
7.    Quarterly: Bookkeeping report to Accountant
8.    File compliance anytime daily to check all files. Update checklist when things come in via email.
9.    Add important dates to calendars (inspections, closings, photos, renewals, birthdays, etc.)
10. Monthly AIRBNB-WELLS FARGO bookkeeping
11. Attend Agents requests for help
12. Prepare New Agents Contracts and Package to sign, include in Agents Lists and DBPR
13. Check Agents DBPR status on March 31st and September 30th
14. CRG Agents Monthly Charge Reminders
15. Yearly Renewals for DBPR, Sunbiz, MLS, Stellar, Form Simplicity, Mortgage License, any other membership.
16. Spreadsheets for Trackers
 

Daily/weekly/monthly Admin list:
? Check email and complete email tasks first thing in the morning.
? Check FUB inbox/appointments/tasks
? Check Redfin
? Check Zillow
? Check Clever
? Check Upnest
? Monday & Friday: Facebook birthdays
? Fridays: post closings
? Mondays: post new listings
? Quarterly: Mortgage report for Debbie & Natalie
? File compliance 8am-10AM daily to check all files. Update checklist when things come in via email.
? Check on Natalie buyers weekly
? Check on Natalie sellers weekly
? Add important dates to calendars (inspections, closings, lockboxes, signs, etc)
? Schedule Natalie personal appts as needed
? Homebot when client closes
? Post Natalie Facebook story/client pages/business page M/W/F
? Send showing reports every Friday to sellers
? Request feedback from agents every M/W/F from showings on listings. Provide on Friday in bulk.
? Schedule open houses
? Check ASANA for any other tasks to be done before end of day
Do deals in FUB and upload docs contracts