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Transparent Appraisals: Working ON the Business ) - Coggle Diagram
Transparent Appraisals: Working ON the Business )
Automating/Delegating TA
Assignments Recieved By Team
Automatically communicates with client (template/candid message)
Team quotes the assignment( quote template, quote per client preference or general fee sheet) or accepts assignment if fair amount.
Update websites with dates (reminders), stages, comments (team & system)
Help mail: provide Inspection instructions with template for Non-Lender, FHA/USDA, Conventional Assignments (ask for old appraisals, plat maps etc
Provide FAQ and Assistant phone, number and email for info
JC Sign Report on Titan
Brent unsign for revision and upload
Team Delegation
Brent
look and quote on new assignments (via.
ta.llc2012@gmail.com
)
Kaleb
Help Brent quote on new assignments. Provide suggestions
Teach Kaleb to go on MLS to find sales in mile radius
review emails in
ta.llc2012@gmail.com
for updates
use labels for communication on email task
Also use google task for email responsibilities
Help with the making of manuals for the office. (All roles)
Help make training videos for appraisal
Automate appraisal process (over the management oversight
Complete Agent List
Agent List Non-production ($500K and below)
Market for recruiting and appraisals
Agent List Producing $500K or more
Market for appraisals
HRM goals
2 raises in 12 months .50 per raise
bonuses for acquistion support
Goal to get him to $13 to $15 per hour before his 3 year tenor with us.
get him to 20 - 25 hours per week
Organize appraisal training data
help make documents, and quizzes out of the videos
Help build systems, keep process on track (manuels)
Help him implement the role of director of operations
Miscellaneaus
Need Good Attorney
Real Estate Attorney (LA and TX)
Tax Attorney (Garrety)
Succession Attorney (TX)
Need good Whole Life Agent (TX)
Need Good Bankers in LA and TX
Need Network of Wholesalers (TX and LA)
Hire/Outsource
HRM Support
Gives Team Better Tools
Efficiency: recover and save time, money and energy
Effectiveness
Mission Statement
Results and Impact