Mission
Coordinates pickup, preview, and settlement logistics.
- Schedules previews
- Coordinates pickup
- Tracks settlement
- Reminds everyone
Current jobs
2
Johnson Estate preview
3 walkthroughs scheduled
Hartwell settlement
Payouts in 4 days
Queue
2
6 pickup requests
Awaiting time slots
2 settlement holds
Bank confirmation
How this teammate works
Visual job builder
Drag to reorder · or use the arrows
Every workflow ends with
Ready for review
Live activity
Scheduled 3 previews for Johnson Estate
Just now
Sent pickup reminders to 24 buyers
12 min ago
Flagged settlement delay — bank hold
45 min ago
Capacity
Hours saved
62 hrs
Jobs done
318
In progress
2 auctions
Success rate
97%
Knowledge
- · Preview process
- · Pickup rules by state
- · Settlement SOP
- · Bank + payment providers
How I work
- · Give people options, not orders.
- · Escalate holds to Morgan immediately.
Who I work with
Buyer Success
Sellers
Email
SMS
Calendar
QuickBooks
AuctionPay