Listings & Transaction Coordination

Project at a glance

Challenge: Information spread across the MLS, transaction platform, and boards.
My delivery: Assisted preparation, media upload, and task and record reconciliation.
Business value: Less repetitive data entry and stronger operational continuity.

Process overview: from incoming information to team use.

The challenge

The team needed to keep listings, documents, task boards, and customer folders aligned. Repetitive entry and checks across systems consumed attention that could support customer relationships and transaction work.

My contribution

I designed and maintained preparation and coordination workflows, defined source-of-truth rules, and established approval steps. I used AI to implement procedures and browser assistance, reviewed outputs, and improved the process through practical use.

I organized information handoffs between listing preparation, documents, and task follow-up. The goal was to reduce repeated data entry and give the team an organized basis for checking information, approving materials, and tracking each process.

The solution

Draft MLS record preparation, photo and floor-plan organization, media upload, and verification of saved content.
Assisted completion of real estate forms, with approval and signatures retained by the people responsible.
Cross-system status comparison, board and folder updates, and reconciliation of completed tasks.
Pending-change records to resume work when a dependency became available.

Preparing a property-owner presentation

I also produced tailored packages for meetings with prospective property owners: property features, area context, market and competitor analysis, pricing positioning, and a marketing program. I organized research and content into presentations and supporting material for the agent to review and present, helping explain the service before the owner committed to representation.

Business value

I reduced repeated information handling across tools and organized the handoff between preparation, review, and follow-up. For form preparation, the reported comparison indicates an estimated 65%–82.5% reduction in time for that step. The solution supported the team with better-organized documents and records while keeping decisions and commitments under human control.

Expanded sample deliverable

Owner presentation and marketing strategy

Fictional content, properties, contacts, and figures. Recreated deliverable structure, without client data or actual results.

Horizon Property · Tailored owner proposal

Open each section to explore the complete deliverable.

01Property, goal, and proposition

The property story

Fictional two-bedroom apartment with natural light and an open living area. The owner wants to understand its positioning against similar alternatives and the team’s service before choosing sales representation.

Dimension	Illustrative feature
Type and size	Apartment · 100 m²
Differentiators	Natural light and layout.
Details to confirm	Documentation, fees, and association conditions.

02Market, area, and competition

Structuring the market assessment

The scenario compares similar properties within the same fictional area. Active listings show competition; completed sales support the value discussion; under-contract properties indicate movement without necessarily disclosing a final price.

Fictional comparable	Status	Size	Illustrative price	Price / m²
Property A	Active	100 m²	US$ 480.000	US$ 4.800
Property B	Sold	100 m²	US$ 450.000	US$ 4.500
Property C	Sold	110 m²	US$ 495.000	US$ 4.500
Property D	Under contract	105 m²	Unconfirmed	—

Discussion point

The two illustrative sales share the same price per unit of area. The active listing is above that reference, but its asking price does not prove a sale at that level. Condition, location, and property differences need discussion before proposing a price.

03Positioning and presentation strategy

Value proposition

Highlight natural light, layout, and condition; explain costs and documentation clearly. The analysis helps the agent discuss positioning with the owner without treating the highest asking price as market-validated value.

Preparation before launch

Check details → organize documents → prepare visuals and copy → review the presentation → align terms and authorization with the owner.

04Proposed marketing program

Workstream	Proposed sample deliverable	Purpose
Visual presentation	Property photography and collateral.	Communicate differentiators.
MLS and portals	Consistent entry and reviewed copy.	Support discovery and comparison.
Content and email	Channel assets and matching-contact messages.	Connect exposure with conversations.
Follow-up	Tasks, follow-up, and feedback records.	Maintain continuity of interest.
Reporting	Property-owner updates.	Make the work visible.

05Service and next steps

How the team presents its service

A property-specific proposal with clear responsibilities and stages: review information, discuss positioning, prepare marketing, and follow up on responses. Meeting material and the supporting version share the same facts and rationale.

Before marketing begins

Owner and agent align the strategy, confirm details, and review applicable documents. The presentation supports that conversation; it does not replace approval or the representation agreement.

Applied capabilities

Browser automation, process integration, document generation and completion, media management, record reconciliation, and human approval.