Assessment: Property Operations Coordinator-Teo Zecchin

Part 1: New Property Onboarding

Task: Assume you are the Property Operations Coordinator tasked with
onboarding a new facility. Provide a step-by-step plan on how you would approach
the process. Include strategies for document completion, communication with partner
vendors, and adapting existing documents for a new property.

Step 1: Determine the type of property we are working with in the first contact with
vendor, assuming they are familiar with our services
-House, apartment, office
-Location/address
-History of the property

Step 2: Visit
-Schedule a visit, by telephone
-Send via email confirmation of the appointment with details
-Send a text 2 hours prior to remind the vendor of the visit

Step 3: Asses the property

-Make a thorough observation of the property
-Look for strengths and points of improvements/challenges
-Record the number of rooms and square feet.
-Determine the range of value it can be estimated to sell/rent
-Make a estimated budget of likely costs

Step 4: Gather documentation

-Send via email a list of required documentation needed
-Gather existing documentation, verifying compliance and validity, and work
as needed with each of them.
-Create documents needed
-Kindly remind the vendor if needed to send missing documentation via mail

step 5 Closing the onboarding process

-Schedule a visit, by telephone
-Send via email confirmation of the appointment with details
-Send a text 2 hours prior to remind the vendor of the visit
-Review contracts, plan of action and set a starting price

Step 6 Arrange services

-Contact a photographer (example… depends on the service)
-Upload to social media and real estate platforms
-Send them to the client to see if there is any suggestion
Part 2: Ad-Hoc Tasks

Task: The leadership team requires an analysis of the new property's performance.
Create a template for a report that includes key metrics and insights. Outline the
elements you would include to provide a comprehensive assessment.

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Property “x” metrics and insights

Location:
Price:
Published date:
Days on the market:
Target date:
Budget spent to this day:

Leads on the web times seen on real estate xxx

portals

Leads on Social Media times seen on social xxx

media

Open House Number of “Open houses“ xxx

done

Visits to the property Number of times the xxx

property was visited by
potential clients

Hot leads Clients who show a great xxx

deal of interest

Offers xxx

Comments from visitors Visitors or lead who xxx

provided a comment on
the property

Changes in price How many times the price xxx

has changed since the
first price.

Clients name
 Phone #

Email

Additional info

Budget spent to this day

Social media

Portals

Resources

Additional info

Show information on similar properties sold/rented/published in the area.

.Price:
.Published date:
.Pictures for reference.:
.Sq feet:
.Movement online:

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Part 3: Problem-Solving Scenario

Scenario: You encounter delays in receiving necessary information from partner

vendors, impacting the onboarding timeline. Outline the steps you would take to
address this issue efficiently and keep the process on track.

Step 1: Depending on the urgency, go from least invasive, an email, to more

invasive, give the client a call or leave a text expressing the issue at hand.

Step 2: Offer to help and be part of the solution

Step 3: Ask around when the partner vendor is going to be able to send the
information needed

Step 4: Create what is called a “Conflict Resolution Plan”

Step 5: Make sure the client understands the consequences of the delay

Step 6.Continue making follow-ups. Consistency is key.