AC Tasks

AC Tasks

As you become more familiar with the systems and agents, you will begin to acquire more and more responsibilities and daily tasks. Please work with your manager on what should be done day to day in your office. Keep notes and edit this page to meet your needs.

 

How to answer the phone:


"Thank you for calling Berkshire Hathaway HomeServices Drysdale Properties, how may I help you? Or how may I direct your call?"

Always offer guests coffee or water

Smile ☺

 

Mondays

·       Submit OFFICE ORDER by noon

 

Daily

  1. Open up and close office - blinds, coffee, copy paper restocked
  2. Review SkySlope daily and make sure all data is accurate and updated, no expired
    1. Listing Launchers are uploaded regardless as to need for yard sign
    2. Order signs up and down and notate in SkySlope with "sign order up and date" or "Sign ordered down and date"
    3. Commission demands are uploaded (5-7 Business days before COE)
    4. Work with manager to get cancellations approved (must have fully signed cancellation)
    5. Work with manager to archive closed files with in 7 days of COE
  3. Post to office Facebook page
  4. Any agent needs-business cards, flyers, etc.
  5. Update ACTIVITY BOARD and your office calendar
  6. Send out Open House Inquiries to your office
  7. Work on Open House flyers (reach out to your agents)
  8. Send out WEEKLY EVENTS AND TRAININGS to your office
  9. Email weekly Brokers’ Tour to your agents for your area
  10. Ensure Edge Partners are appropriately advertised
  11. Establish office mailboxes and distribute daily mail

 

Month-End Tasks

  1. Confirm all closed files in SkySlope have been completed and archived
  2. Confirm all listings in SkySlope have accurate dates, no expired listings
  3. Confirm all cancelled files in SkySlope have signed cancellations and have been approved
  4. Report Unibind Cover sales to accounting (you should send theses as agents purchase)
  5. Update Unibind Covers in office stock on Unibind Tracker 
  6. Maintain an excel roster of both your agents and in-house affiliates
  7. Create a Calendar for your office with Sales Meetings, Company Events, Open House Blitz, Holidays, Birthdays, Broker’s Tour and Special Training events
  8. Report the use of color printing to accounting
  9. Send any maintenance invoices to accounting, if applicable (you should send theses you receive them)


Year-End Tasks
  1. Complete info regarding Teams for your office (Ines will request)
  2. Confirm that all termination paperwork is complete
  3. Confirm all closed files in SkySlope have been completed and archived
  4. Confirm all listings in SkySlope have accurate dates, no expired listings
  5. Confirm all cancelled files in SkySlope have signed cancellations and have been fully approved

 

 


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