Compass Task List
This task list highlights the responsibilities Compass agents can confidently delegate to their remote team member, giving you back valuable time to focus on listings, clients, and closing deals.
From admin and marketing support to client communication, your remote team can help streamline operations and meaningfully contribute to the growth of your real estate business.
-
Merging and removing duplicates within your CRM Platform
-
Updating CRM with information from social media platforms (birthdays, familial status, anniversaries, etc.)
-
Organizing, grouping, and updating contacts
-
Email organization: unsubscribing, creating filters, labels, and saving contacts from email into your CRM
-
Gathering client reviews with a pre-approved template
-
Exporting contacts into a spreadsheet to identify information gaps
-
Reviewing tagging and grouping conventions
-
Organizing files in Dropbox or Google Drive (create folders and upload files)
-
Documenting Standard Operating Procedures (SOPs) for all business processes
-
Ensuring all past clients are on action plans or drip campaigns
-
Creating CMAs for new and past clients
-
Inputting home anniversary dates
-
Uploading farming spreadsheets provided by your title company to the CRM and ensuring they are tagged appropriately for targeted newsletters
-
Property management coordination
-
Taking minutes for your meetings
-
Managing your vendor list (painters, roofers, plumbers, mortgage lenders, etc.)
-
Making travel arrangements (booking hotels and flights)
-
Managing personal life and personal errands (purchasing gifts for loved ones/family members online), managing and organizing online files (Google Drive, Dropbox, etc.)
-
Schedule management (appointments, showings, inspections, tours, open houses, calls)
-
Inputting notes from broker tours into your database
-
Managing projects utilizing Asana, Trello, Monday.com, and other project management apps
-
Storing and organizing receipts for tax write-offs
-
Validating proof of ownership through county appraiser records or tax records
-
Inputting listings into MLS
-
Setting up MLS notifications for when a user favorites a property
-
Scheduling inspections and other service providers
-
Tracking feedback from showings
-
Building a tracker to monitor all lockbox codes
-
Listing appointment packet creation
-
Sending appointment notes/gifts/thank-you cards
-
Assembling buyer consultation materials (buyer questionnaires, market pamphlets of the neighborhood)
-
Daily appointment confirmations/appointment reminders for buyers
-
Creating an open house event and open house sign-in form with a QR code
-
Emailing weekly seller updates