Please enable JavaScript.
Coggle requires JavaScript to display documents.
Kaleb White - Director of Operations - 08/18/2020 - Coggle Diagram
Kaleb White - Director of Operations - 08/18/2020
Top 20%
New Clients
Credit Unions (Don't require AMC's)
see if you can list of all credit unions
AMC's (Banks/Mortage Companies hire them by law)
Bank/Mortgage Lenders (require AMC's - third party)
Make sure that existing lenders I have used before have the information that they need.
Realtors- email list of agents
Succession/Divorce Attorneys
See if they need appraisers support
Agent Database
Recruiting Database
Productivity Agents
Can Market New Listings
Can Market them our appraiser services
Calls/Scheduling
Setting up appointments
via asana
Confirm appointments
Call POC's (point of contacts) to sign up with AMC's, Lenders, etc
Help Acquire New Properties
TBD
Remaining 80%
Vendor Database
Help put good vendors (service providers into our google form/google sheet)
This helps us find vendors for our clients and for the rental business
Change email for our clients to
ta.llc2012@gmail.com
Make sure all AMC's we are signed up with have up to date info
Make sure all tenants are aware and paid rent for the month
Call needed service vendors for the properties
get quotes, etc.
we usually get 3 quotes (some exceptions apply)
Make sure licensing is good
help find classes - CE (Continuing Education
Helping make sure gotten hours in for the year for my designations.
Collecting Payment
Written Check