Here is a compilation of our
Sidekick Transaction Coordinators Successful Transactions.
Charmaine x SIMPLY CLOSED
0
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Transactions assisted
Achievements for 2024:
- Listings Management: While we don’t handle a high volume of listings, I’ve successfully managed at least 22 listings. Each listing was handled precisely, ensuring all necessary steps were completed seamlessly.
- Process Optimization and SOP Building: My primary value lies in SOP development and optimization. When I joined Lisa’s team, she already had a solid TC checklist and system. Working together, I helped streamline and enhance processes, including refining intake forms, checklists, and templates to better accommodate multiple brokers’ needs. Many of my suggestions were implemented, significantly improving efficiency across the team.
- Team Training and Future Projects: In addition to transaction coordination, I train new TCs and manage OpenToClose builds and revamps. I’m also actively involved in future initiatives, such as developing the FUB boot camp, to further support the team and enhance our services.
Robhie Ann x E-HOMES
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Transactions assisted
Achievements for 2024:
- Listings Support: I have assisted Lena with 40 to 70 listings this year, including managing leases, uploading documents, and responding to rental and listing-related emails. My involvement ensures efficient handling of the listing process and timely responses to inquiries.
- Onboarding Assistance: I’ve played a key role in onboarding tasks by updating agent profiles in Sisu, uploading required documents, inputting crucial dates, and following up on outstanding requirements. I also send onboarding emails to agents, ensuring they are well-informed and supported. Additionally, I contributed to implementing a successful automation system for onboarding, which streamlined the process and improved efficiency.
- Innovative Contributions: I’ve brought new ideas by completing previously untouched projects and creating custom spreadsheets to track tasks and processes. These tools have led to time savings and smoother workflows, positively impacting overall productivity and operational effectiveness.
Catherine x E-HOMES
0
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Transactions assisted
Achievements for 2024:
- Extensive Transaction Coordination Experience: At e-Homes, I successfully processed over 35 listings and handled approximately 50 purchase transactions. My proven track record showcases my ability to efficiently and accurately manage and support high-volume operations.
- Skilled Back-End Operations Support: As a key contributor to transaction coordination, I specialize in backend processes. My responsibilities include opening transactions, uploading essential documents into platforms like SkySlope and Glide, and maintaining up-to-date TC checklists. I also manage new listing emails and oversee the listing process from start to finish, ensuring compliance and smooth workflows.
- Data Management Expertise: I am well-versed in data entry tasks, contributing to the organization and accessibility of critical information for seamless team collaboration and operational success.
Document Management
Communication and Timeline Oversight
Inspection Coordination
Title & Escrow Management
Issue Resolution & Compliance Oversight
Data Management
Closing Coordination
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