once a contract and/or offer is received, ensuring a smooth, professional, and well-documented transaction experience.
Client & Transaction Support
Connect with clients same day once a
contract/offer is received
, outlining the steps needed for a successful sale.
Update
Skyslope
with all necessary documentation, required all uploads to be completed 4 weeks proper to close and file showing 0 on the main page
Provide all
required documentation
to clients specific to their transaction.
Guide clients professionally through each step of the process.
Input all
appointments and tasks into Follow Up Boss (FUB)
for tracking.
Complete
FINTRACs
for clients involved in transactions.
In charge of receiving deposits in a timely manner and communicating with the sellers they have been received , or with the buyers to ensure they are completed in a timely manner
MLS & Documentation Management
Update MLS within
12 hours
once an offer with dual signatures is received, and again when the listing becomes pending or firm.
Prepare and provide
Bank Packages at time of offer
and
Lawyer Packages at firm sale
for conveyancing.
Confirm
Real Property Report (RPR)
status and supply to required professionals.
Assist Karlee with
contracts, amendments, and addendums
.
Client Reviews & Feedback
Request and manage
Rate My Agent
reviews from clients.
Request and manage
Google Reviews
from clients.
Operational Support
Attend
home inspections
on behalf of Karlee as needed.
Complete
lockbox pick-up and drop-off
.
Manage website and app listing lifecycle:
Post as
Coming Soon
Change to
Available
Update to
Sold
when completed
Rotate photos weekly
to keep listings fresh
The Admin Assistant will oversee the listing preparation process from the moment an
Exclusive Seller Agreement
is received, ensuring a seamless and professional client experience. Responsibilities include:
Listing Preparation
Confirm receipt of
Exclusive Seller Agreement
and begin the listing workflow.
Create
Google Drive, FUB Deals, & Drive Link
Order
sign installation
through Riteway Signs. Order repairs or sign changes through
Riteway Signs
(CS or S).
Book and coordinate all required services
(carpet cleaning, photography, staging, etc.) (see exclusive seller agreement in terms for more info)
Enter all services by appointmentinto
Follow Up Boss (FUB)
and provide clients with a clear summary of scheduled dates/times to confirm accuracy.
If a luxury listing, post to
EXP Luxury
and provide client with direct link to their custom website, as well as share statistics on a weekly basis of the traffic received
Add the sellers to
Showing Time
with one or both phone numbers of those on title. Utilize the structured email to communicate how they will accept showing requests*
MLS & Marketing Management
Once photos are received,
organize and upload
them to MLS. Create Listing
Confirm approval from both the
Agent
and the
Client
before the listing goes live.
Post listing on
Facebook Marketplace
and update as needed.
Rotate MLS & Marketplace photos weekly
to highlight different aspects of the property.
Complete the
monthly newsletter
work with Karlee on this. Send to clients in Wix. Send Open Houses by emailweekly to all clients
Create
print material
for all homes
Ongoing Seller Support
Provide
weekly seller statistics
to Karlee Wick for distribution to clients, including:
Number of showings
Data on Facebook Marketplace
Number of agents who viewed
Number of buyers who viewed
Number of "favourited" saves
Update open houses on
all platforms
(MLS, Website, FB Marketplace).
Distribute
marketing materials
created by the Client Care Specialist.
Job Type: Full-time