top of page

Key Register
Key Log
Lead Capture
JB Check in
Serenity Roadmap
CM Check in
CB Check In
Listing Document
Task
AM Check in
More

Use tab to navigate through the menu items.

T's Roadmap

Monday 1 Hour

Bank Reconciliations

Trust Account - Chase & process deposits etc

BFP Inventory

Monday.com - New listings, blank contract etc

Lead Captures

Receipts on google drive

Vendor Reports

Tuesday 1 Hour

Email check in results (Monday - Sunday)

Trust Account - Chase & process deposits etc

Monday.com - New listings, blank contract etc

Lead Captures

Receipts on google drive

Wednesday 1 Hour

Trust Account - Chase & process deposits etc

Monday.com - New listings, blank contract etc

Receipts on google drive

Lead capture sheets

103 Wood - Rent Invoice

Wages/Payroll

Thursday Office Drop In

Trust Account - Chase & process deposits etc

Monday.com - New listings, blank contract etc

Receipts on google drive

Lead capture sheets

Friday 1 Hour

Trust Account - Chase & process deposits etc

Monday.com - New listings, blank contract etc

Receipts on google drive

Lead captures

General

Emailed tasks

Trust | End of month

Entry Notices

BFP Invoices

Monthly Tasks

Sales Anniversaries

Trust | End of month

Update All Sold Properties

BI-MONTHLY Back Up Google Drive

Property Management 42 Grafton

Notes/comments

Date picker

bottom of page