CRM Management
  • Set up/Train
  • Export/Import Records
  • Customization 
  • Campaigns/Mailers
  • Business Process Creation/Improvements
  • Automation – E-mails, Reminders, Follow-up and Marketing
Virtual/In Person Assistant
  • Administrative Duties
  • Data Entry
  • Customer Service
  • Scheduling
  • Converting Files
  • Travel Planning
  • Expense Reports
  • Event Planning
  • And More just ask
  • Loan
    • Complete Data entry for loan application 
    • Obtain Documents and Signature from clients
    • Complete Verification of employment
    • Request corrections to Insurance
    • Schedule notary signing
  • Transaction
    • Coordinate between lender/client/escrow and title
    • Ensure contract is completed and all signatures are complete
    • Coordinate Scheduling as needed for inspections and appraisal
  • Client
    • Single point of contact for the buyer
    • Lender/Escrow/Realtor all to coordinate through Client Coordinator.
    • One point of contact for the buyer, ensures requirements do not fall through the cracks. 
    • Will travel to the buyers within reasonable distance to obtain wet signatures (non notary) and pick up documents.
Air BnB Property management (Local only-Long Beach)
  • Check in/Check outs
  • Service management- Housekeeping, Gardner, Pool etc.
  • Property Stay Book- Local data/Content writing/Pictures/Stay info/Brochures
  • Calendar Management
Voice Over
  • For Ads
  • Phone Messages
  • Business Presentations
  • Training Videos
Content Writing
  • Listings/Flyers
  • Social Media
  • Blogs
  • Website

Email Me