A real estate team organizes client handoffs with a shared drive system labeled 'c2c' that holds buyer coordinator forms, checklists, and email templates. The buyer coordinator's main job starts after the contract is signed and focuses on managing the closing process. A matching system for listing coordinators is coming next.
I promise you, this is so far from anything that you've ever been to. And now looking to streamline and improve client experience by moving towards your model. With listing coordinator and buyer coordinator taking clients from cradle to grave. Do you have a job description for each as well as ideal weekly schedules? You need to know specifically what each does, as this is far off from what we're doing now. In the drive, if you type in c2c in the drive, there's a word doc, buyer c2c details, buyer c2c duties, and there's like buyer c2c emails. But if you type in c2c, you'll get all the documents. This is what my. The split between what my buyer client care person does and buyer client care is a loose term on this side because our buyer person only does closings. So it's really. Her job only starts when she gets a contract submitted to her. So this is her job description up here and the emails that she sends out and those emails are in the drive as well. And then the buyer specialist duties, what the buyer agent is expected to do. This is the C2C form that we use that her work starts. When she gets this form filled out properly, she can pretty much close the file without any other paperwork. And this is the checklist that she uses. Closing file requirements. If something's missing, she sends out a red alert. This is the attorney. We send this out to attorneys. We don't let them send a sheet out to us. So you know how they send out a sheet? We send them out, you know, with our commission, our transaction fee in it, tips for writing an offer. So this is a pretty cool document. And then she has her. All her emails in here. So this is a package she goes through buyer agents. This took her forever to put together. So it's really cool. Her utilities provider list and all this stuff and then the survey that they get sent afterwards. So it's pretty cool. So that's that on the listing coordinator side, it's. It's probably pretty close to what your listing coordinator is doing right now, except they close the file. So we don't have one for that, but I'll have that. I'll make that happen with all of the emails and all that, all that she does. So there's a similar packet in there for that and I'll get it over to you and I'll post it in the group.
