Real Estate Admin / Transaction Coordinator

GMAIL
1. Review inbox and delete unnecessary emails
2. Unsubscribe from other brands/realtors/etc.
3. Forward emails to transaction team or DBM if necessary emails come through for their records
4. Email clean up and labelling
5. Send out google review links to past clients
6. Send out fully executed documents to clients/other agents/lenders/attorneys
7. Download documents
8. Send out introduction emails
9. Send out calendly links to set up appointments

FACEBOOK/INSTAGRAM
1. Upload promotional posters (Agent Power Huddle)
2. Upload testimonials from past clients
3. Send reminders to coaching program with zoom link
4. Post calendly link for coaching program
5. Welcome to team for new agents
6. Holiday posts on business & personal page

GOOGLE DRIVE
1. Label folders per agent and color
2. Upload documents per property address
3. Upload headshot photos
4. Upload other documents like tax statements/client masterlists/etc.
5. Upload promotional media for posting on social media platforms

WHATSAPP
1. Communicate with team – post daily huddle link, message for follow ups/reminders
2. Inform DBM about new transactions/new properties/price reduction

GOOGLE CALENDAR – Must verify appointments in order
1. Set up appointments – personal and business related
2. Take note of time intervals for travel time etc.
3. Keep track of continuing education
4. Color label it based on tasks (ex. Green – money making activity, Orange – travel time, Pink – meetings, Purple – personal)

ZOOM
1. Set up meetings – listing appointments, discussion of offer analysis, team meetings, etc.
a. Must be attentive of the dates and appointment length
b. After setting it up, insert it on calendar

LISTING ENTRY AND TRANSACTION TASKS
1. Contract preparation – Listing & purchase agreements and all other documents needed
2. Enter listings
3. Insert ShowingTime instructions
4. Manage transaction timelines
5. Skyslope entry / management
6. Closing coordination
7. Start & manage a VIP FACEBOOK group for last clients & referral partners

TASKS COORDINATION WITH DBM
1. Daily CMA preparation
2. Send out exported leads excel sheet from Chime
3. Forward Homebot related emails
4. Prepare newsletters
5. Prepare business cards of agents
6. Prepare holiday greetings

CHIME
1. Enter notes of leads or past clients
2. Send out text messages to clients for follow ups/etc.
3. Check website from time to time for accuracy of data (must be the same with MLS)
4. Make sure smart plans are active
5. Double check activity of leads with agents

MUST HAVE AT LEAST 1 YEAR EXPERIENCE IN REAL ESTATE
KINDLY SEND YOUR RESUMES