-4.png?height=120&name=Untitled%20design%20(1)-4.png)
Note: this should be completed as soon as possible.
Rego Realty Requirements
|
Task |
Responsibility |
Completed |
|
Review contract and determine outstanding fees |
Controller |
|
|
Remove Website Photo |
Marketing |
|
|
Deactivate/Forward email |
COO |
|
|
Retrieve FOB and Deactivate |
Human Resources |
|
|
Deactivate DocuSign |
Tech & Innovation |
|
|
HubSpot - Reassign leads to Client Care |
Tech & Innovation |
|
|
Remove from Phone List |
Tech & Innovation |
|
|
Remove Birthday |
Tech & Innovation |
|
|
Delete Photocopier Code |
Tech & Innovation |
|
|
Revoke access to the Portal, Active Listings, Drive, Lead Generation Form |
Tech & Innovation |
|
|
Email Touch Communications After Hours |
Human Resources |
|
|
Remove from Duty Schedule |
VP of Sales |
|
|
Remove from Calendar of Events Calendar |
Tech & Innovation |
|
|
Remove from New Listing Notification Canned Response |
Tech & Innovation |
|
|
Remove from Lead Gen form in HubSpot |
Tech & Innovation |
|
|
Deactivate in brokerWOLF |
Controller |
|
|
Return Open House Signs |
Agent |
|
|
Terminate with RECO (Sales) |
CEO |
|
|
Reassign all ACTIVE listings and buyers (Sales) |
VP of Sales |
|
|
Collect all physical branding material (Sales) |
Human Resources |
|
|
Review outstanding trades and commissions (Sales) |
CEO |
|
|
Notify applicable Real Estate Boards |
Tech & Innovation |
|
|
Cancel health benefits (if applicable) |
Human Resources |
|
|
Send team notification or discuss at a team meeting |
Human Resources |
|
|
Process last pay and mail ROE (Admin) |
CEO |
|
|
Change admin email password (admin) |
Tech & Innovation |
|
|
Change Cambridge and Kitchener Board password (admin) |
Tech & Innovation |
|
|
Change Social Media Sites (if applicable) (admin) |
Marketing |
|
|
Change Signman Password (admin) |
Listings Manager |
|
|
Change HubSpot Password(admin) |
Tech & Innovation |
|
|
Notify Bellerego1@gmail.com to remove from banking. |
Finance |
|