Creating contact sheet when property goes pending
Sending pending related emails (Under contract, contract to close, homeowners insurance, DMH review, utility information, TC introduction to client, TC introduction to co-op agent)
Verifying that group text with clients created by DMH agent
Organizing & submitting compliance to office
Ordering home warranty
Generating offer documents for DMH buyer agents
Generating listing documents for DMH listing agents
Creating Google Forms
Updating CTE with current pipeline information once pending
Updating ClickUp with transaction details
Appraisal Due Date
Closing Date
Inspection Deadline
Second buyer information, if applicable
Occupancy Date
Plan
CTC Deadline
Contact Sheet
Updating Google Sheet with current & accurate pipeline information
Generating lender, title, or agent needed addenda
Following up about post inspection repairs prior to closing
Collecting all related repair receipts prior to closing
Ensuring all timelines are met
Sending transaction videos through BombBomb
Creating DocuSign Rooms for newly active clients
Generating pre listing packet for specific clients
Updating & sending MLS required listing documents
Sending closing email to transaction team
Updating ClickUp Template Checklists to Match Current Process
Database Management (KW Command) (client is willing to train the VA)
Creating contact sheet when property goes pending
Pending tasks delegated by lead TC
Sending birthday cards to met database
Creating buyer portals
Sending home anniversary cards & gifts to past clients
Entering new clients into KW command
Entering new client details into ClickUp
- Phone Number, Email, Spanish Speaking (Language)
Enrolling Clients in HomeBot
Designing Pre Listing Packet for seller clients
Generating offer documents for DMH buyer agents
Generating listing documents for DMH listing agents

Experience and Proficiency
Good English communication skills (written and verbal)
Should have experience as a transaction coordinator in the past **IMPORTANT
Should have CRM management experience, preferably KW Command
Should have experience in using docusign or any similar software