My speciality lies in Business Broking Administration.
As an Office Manager for over 10 years, managing leading offices and teams of brokers, I have gained a thorough understanding of how the industry works.
Whether you’re a new start up agency needing to implement office policies, procedures and administration systems, or an independent Broker needing help to manage enquiries or write marketing & profile content, then I can help!
Key Administrative Tasks:
BUYER/S
- Respond to enquiries; send CA / IM
- Follow up buyers, keep notes in CRM
- Create tasks for Broker to follow up
- EDM to database re new opportunities
- Market research – list of potential buyers
SELLERS/LISTINGS
- Collect all details & documents for appraisal/listing
- Verify details for Form 6, complete form & send for E-signing
- Assist with writing of IM’s & Web Ad’s
- Send vendor reports
- Market research – list of seller leads
CONTACTS OF SALE
- Request & verify buyers’ details
- Complete Contract of Sale (if required)
- Request initial deposit & follow up on balance of deposit
- Diarise conditional dates, record offer in CRM
- Liaise with sellers/buyers/ & solicitors throughout sale process
CRM MANAGEMENT
- Manage all aspects of your database
- ARO Software specialist, but quick to learn all systems
- WordPress website updates also done
FILE / FORM MANAGEMENT
- Manage electronic filing system
- Apply logical naming conventions & structures
- Create Word/Excel/PDF templates
- Send forms for electronic signing
- Create procedure manuals
EMAIL MARKETING (EDM’S)
- Mailchimp
- Buyer & prospective lead EDM’s
- Content for cover stories
MANAGE WEBSITE ADS
- Write copy using keywords & correct formatting
- Ensure images sized correctly and licenced for use
- Upload ads to websites
- Refresh ads regularly to attract new enquiries
- Link ad to your Social Media account
BOOKKEEPING
- Invoicing & follow ups
- Trust receipts
- Trust reconciliations