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JOBS - Coggle Diagram
JOBS
SOURCING
Searching the ara
Deal Introduction Pack
Viewings
Seller Pack
Photographs
Property Checklist
Specific property research
Mining/flood/radon/knotweed
Comparables
Liaising with solicitors
Monitor deal progression
Seller
Due diligence
Option Agreement
Negotiating
PIQ & Misdescription form
FINANCE :
Accounts
Billing
Tax
Bank account
Expenses
Subscriptions
Landmark
Nimbox
NAPSA
HOUSEKEEPING
OneDrive
Monitoring Inbox
Nimbox
Documetation
Client Data Review
Calendly
COMPLIANCE
HMRC - AML
ICO - DP
Insurance
PRS
Companies House
NETWORKING
Online meetings
In person events
Agents
ONBOARDING
Due Diligence
Landmark
Meetings with clients
Online
In person
Nimbox
Add documents & photos
Set up client on Nimbox
Investor pack
Update Nimbox files
MARKETING
Branding
Business cards
Email signature
Flyers
Social Media
Facebook
Instagram
LinkedIn
Website
RESEARCH
Talking to estate agents
Online
TRAINING