Reference Guide - Roles and Responsibilities___________________________________________________________ Director of First ImpressionsName : TBD Phone : 480.768.9333 Email : [email protected] Responsibilities : - Opening/Closing Procedures for the Office - Office Procedures - Marketing - Ordering Business Cards, Signs, Riders and Marketing Materials. - KW Technology - License Status - New Agent Orientation - How to be Awesome! - Agent Training - Office Supplies - Printer/Copier/Scanner Issues, Setup Printer Drivers - General Computer Needs - Transaction File Processing Procedures - Instructions/Maintenance on Office Equipment - Update Phone Roster/Email Changes - Distribute Incoming Mail/Faxes/Deliveries - Restock Paper, Kitchen and Other Office Supplies - Greet Visitors at Office - Mailbox Assignments, Distribute Mail & Faxes - Handling Incoming Phone Calls - General Office Questions - Office Machines - Maintain Office Calendar - Coordinate Conference Room Reservations - Car Insurance Questions and Audits - Joining the local REALTOR® Associations/MLS - Checking in/out open house signs __________ Assistant Market Center AdministratorName : Terri Taylor Phone : 480.768.9333 Email : [email protected] Responsibilities : - Disbursement Authorizations (DA’s) and Revisions - Closing Statements and Commission Checks - Agent Billing/Collection - Office Payables - Transition of New Agents to KW - Office Staff Management - Profit Share Statements and Questions - Office Financials/Financial Statements - Reports and Production - Productivity Coach - Starting Your Business w/KW - Getting Into Production - Your Clients and Contracts - Script Practice - Human Resource and Office Procedures and Policies - New Agent Orientation - 1099 Questions - Office Keys/Alarm Codes - Agent Intake Paperwork - Anniversary – Cap Date - Change of Personal Info - Commissions - Greensheets & KWLS - Fighting Ninjas __________ Designated BrokerName : Amber Valentine Phone : 480.770.4646 Broker Hotline Email: [email protected] Responsibilities : - Contract/Compliance Questions and Strategies - File Compliance Review and Approval - MLS Procedures, Rules and Regulations - Listing Cancellations - Association of REALTOR® Issues - Cross Sale Agent Issues/Assistance __________ Tech CoordinatorName : Bill “Plaid Dad” Rosene Phone : 623.692.4497 Email : [email protected] Responsibilities : - Technical assistance with any and all things - KW Command - MLS - DocuSign - Printer Set Up - KW Intranet/Website Questions __________ Team LeaderName : Kelly Clauss Phone : 602.689.8164 Email : Responsibilities : - Coaching/Consulting/Business Planning/Growth Strategizing - Career Development - Achieving Total World Domination - Negotiating and Dispute Resolution - Profit Share - Recruiting/Referring Agents - Relocation Questions/Referrals - Partner Meeting Agenda/Presentation - Agent Leadership Council (“ALC”) Meeting Agenda/Presentation/Info - Public Relations/Advertising - Scheduling Vendors for Sales Meetings - Exit and Transfer Interviews - Office Space Availability _________ Other Tech Resources
- ARMLS Tech Support : 480.303.7020 - KW Intranet Support : 512.306.7191 |
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