Friday, August 18 2023

Close Transaction Process

By Reid Schwartz on Friday, August 18 2023, 13:45

Backup all files for the transaction

  1. Backup all transaction files
  2. Backup Email
  3. Backup SMS
  4. Backup Marketing materials
  5. Create zip files on Google Drive under a folder
    1. Real Estate/Archive/YEAR Address Client last name

  6. Back up all transaction files  and upload them to DotLoop

 

Convert all emails to pdf. 

  1. You must be using Google Chrome Webs Browser. 

    1. If you don't have Google Chrome download & install it here.

  2. Install the Chrome Extension "Save Emails to Google Drive by cloudHQ"

  3. Log into Reid's Gmail account Reid@reidschwartz.com

  4. Open tag for the transaction Active/Last name - Covnert to pdf
  5. Compress the pdf's into a zip fil using xxxxxx Name the file - Year - Address - Last Name of Client - Last Name of other party - Communication. Example: 2023 6501 Jensen St - Meaney from Johnson - Communication
  6. Upload a copy to Google Drive (Reale Estate / Archive/Transaction Folder

The Big List of Projects

By Reid Schwartz on Friday, August 18 2023, 13:35

Social Media

Create social Media posts for my real estate listings in the correct format for each media type. for Just Listed, Price Adjestmetns, Pending, and Just Sold. Using my Canva account.

  • Facebook Posts
  • Facebook 
  • Instagram Reels
  • Instagram 
  • TikTok
  • LinkedIn
  • Pinterest

Video Editing

Edit my videos to be consistent and 

Admin Assistant

Take lists of contacts in various formats, screen captures, pdf's, and enter them into the appropriate spreadsheet or CRM. I use

  1. Google Sheets
  2. RealGeeks CRM
  3. CRMGrow
  4. AM Cards
  5. Facebook Custom Audiences

 

Bookkeeping

By Reid Schwartz on Friday, August 18 2023, 07:19

Priority: C task

Schedule: Every Wednesday

Task: access bank statements and enter them into Google Sheet - HERE -

Process: 

 

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