TaskPluto

• Assist in filling out and managing real estate documentation, ensuring accuracy and timeliness. • Populate contracts with client information and label forms correctly based on the transaction type (residential, commercial, condos, etc.). • Manage electronic signing platforms like NexOne, including adding clients, tagging signature points, and following up if signatures are delayed. • Upload completed and signed documents to the brokerage’s backend system (e.g., Real Broker, Real Bolt). • Create and maintain an organized system for document storage (e.g., Google Drive, Dropbox). • Review and ensure all required documentation is collected, including FINTRAC and AML compliance information. • Work within backend brokerage systems to confirm commissions, upload contracts, and monitor pending tasks. • Refine and document internal processes to enhance efficiency and ensure tasks are not missed. • Utilize platforms like Pillar 9 for MLS listings—input data, upload listing photos, and ensure information accuracy. • Support with data gathering, including pulling land titles, tax information, and property dimensions. • Maintain open communication with the client, providing status updates and ensuring clarity on documentation requirements. • Follow up with clients post-document submission to address questions or confirm next steps. • Conduct detailed reviews of documentation to ensure accuracy and completeness, preventing potential mistakes that could affect transactions.