PART TIME

Part-time: 20 hours per week

Deal Processing

• Accept Commissions Tab (or Greensheet)

• Check Paperwork in Docusign (or Dotloop)

• Create DA in Winmore

• Process DA and DP in Winmore

• Post DP in Accountedge and write checks

• Reconcile Projected Closings

• Send emails for Commission Tabs (or Greensheets)

Accounts Receivable

• Keep AccountEdge Connect Updated

• Create Monthly Invoices in AccountEdge Connect

° Printer

° KPA

° Books (MREA, SHIFT, etc)

° Marketing Materials

° Swag

° Cubicles/ Offices

° Other Fees

• Keep AccountEdge Connect Updated

• Send Monthly Invoices

• Send Past Due Emails

• Send Credit Card Decline Emails

• Send Card Expiring Soon Emails

• Collections Emails

• Update Credit Cards as Needed

• Adjust Invoices if Needed

Accounts Payable

• Track & Save Vendor Invoices

• Record Vendor Invoices in AccountEdge

• Make Vendor Payments

• Reconcile Expenses with Bank & Credit Cards

• Vendor Contracts Management

Agent Onboarding

• Initiating Paperwork

• Checking Paperwork for Completion

• Setting up in Winmore

• Setting up on MC Technology

• Inviting them on all social media platforms

Reporting

• Daily Projected Closings Report

• Daily Company Dollar Report

• Growth Initiative Reports
° LORE

° Pink & Green Report

° T2 Report

° MYT Report

° In & Out Report

° 4 Conversations

° Retention Report

° Cap Management

• Flash Report for Region

• Weekly Goal Tracking to Region

• Listings Report

• Send CPA Balance Sheet & Income Statement

• ALC Meeting

° Assist with creating agenda

° Pull Monthly Production Reports

° Pull Individual MYT Reports

° Tracking Goals

• Daily Hot Sheet

• New Agent Productivity Report

• Coaching Program Reporting

° Listings

° Closings

° Number of Deals

° Volume/GCI

Agent Focus

• Commissions

• Production Report

• Birthday Emails

• Anniversary Reminders

• Cap Reset Reminders

• License Expiration Emails

• First Closing Emails

• First Listing Emails

• Send KPAs

• Posting Education Calendar on mykw, facebook, etc.

• Assist pulling info for subpoena, claims, etc

• Emailing Profit Share Statements

• ICA Renewals

BOOK YOUR APPOINTMENT NOW!

FULL TIME

Full time: 40 hours per week