Composite End of Day Report: 11.17.25

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James Torres

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Nov 17, 2025, 6:00:18 PM11/17/25
to Brandon Babel, composite...@googlegroups.com

Hi Brandon,


Here is my end-of-day report.


Task completed throughout the day:

  • Added text details and step-by-step visual guides for:

    • Add Lease

    • Move In/Move Out

    • Email Labeling

    • Monitoring Lease Renewals

    • Management Fee

  • Added tasks list to Brandon’s Gmail Task

    • Draft and Send All-Hands

    • Sign-Off on Beta Feature Requirements

    • Review Q4 Budget Forecast

    • Complete Compliance Training

    • Confirm Project Phoenix Launch Date

  • Created interactive and clickable versions of the manual processes in Figma, including:

    • Recording Building Charges (Logging Bills, Buildium Entry Process)

    • Owner Payout Process (Buildium)

    • Owner Payout Process (Google Sheet, Update Monthly Report)

    • Entering Opening Bank Balances

  • Double-checked each property in the monthly log sheet to see if there were any inconsistencies with the tenants for the active properties that needed updating. I found two:

    • 160 East 39th Street – 3: Updated past tenants Jillian Reinhardt and Walter Kobasa III to the new tenants Scott Garcia and Michael Smith.

    • 570 Broome Street – 20B: Updated tenants from Henry Muggia and Will Cunningham to Amaya Crichton.


Pending Tasks:


  • Add images and update the manual to make it easier to understand


Ongoing Tasks:

  • Reviewing Buildium courses and exploring its platform

  • Recording rent payments

  • Lease Renewal - Checking when the property reaches 130 days left or below

  • Adding tasks list to Brandon’s Gmail Task

 

Issues/Questions:

  • None

 

Thank you, and all the best!



--
James Torres 
Account Manager
 
O: 212-994-4908
jto...@managedbyora.com
www.managedbyora.com
401 Park Avenue S, 10th Floor, New York, NY 10016
 
Ora logo

 

 


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Reyes, Steven

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Nov 17, 2025, 6:00:21 PM11/17/25
to Tirosh, Ariel
Hi Ariel, 

Here is my end-of-day report. Please see it below.

Tasks completed throughout the day:
  • Calendar Invite
    • For Gianna
      • 609 2nd Ave (#604) | Matt Bajek (NestSeekers) + Kelly Pullon (Client)
    • For Ariel
      • Team Meeting at 10:00 AM tomorrow
  • Morning Call with Gianna
    • Discussed what’s included in the common charges
      • I emailed the managing agent
    • 200 E 20th Street
      • 1 feedback
    • 186 W 80th Street
      • Open House feedback
      • eBlast for this week
    • Open House
      • 186 W 80th St - Saturday
      • Monogram - Sunday
  • 609 2nd Avenue Tail List
    • Clients Contacts
      • Total of 460
        • Found 2 clients who were not listed
        • New total is 462
    • Broker Contacts
      • Total of 361
        • All contacts checked out
    • Sent the Excel file to Bryan Cohen
  • 186 W 80th Street, 6H
    • Created an eBlast design for weekend Open House
    • Designed an eBlast and sent it to Gianna for review
      • Following list to send:
        • Gianna lead list
        • Studio inquiries
  • Found profiles for the Excel Contacts
    • 5 profiles found

In Progress Tasks:
  • None

Ongoing Tasks:
  • None
 
Issues/Questions:
  • None

Thank you!




  STEVEN REYES
DOUGLAS ELLIMAN REAL ESTATE
OFFICE: 212.891.7000
Steven...@elliman.com
575 Madison Avenue, New York, NY 10022
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EM Admin

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Nov 17, 2025, 6:00:25 PM11/17/25
to Ella Stinson, EM Contracts, Sophia Fox, composite...@googlegroups.com

Hi Team,

 

Here is my end-of-day report.

 

Tasks completed throughout the day:

  • Attended EMG Admin Meeting
  • Drafted Moreland Meeting Agenda
  • Created a closing record for 3601 Peregrine Falcon Drive
  • Drafted listing agreement for 3322 Far View Drive
    • Also drafted in DocuSign
  • Drafted listing amendment for 200 Congress Ave #33BB
  • Created Dropbox folder for 3322 Far View Drive
    • Pulled TCAD and MLS
  • Drafted listing agreement for 3322 Far View Drive
  • Created Dropbox folder for 3112 Clawson Road
    • Pulled TCAD and MLS
  • Created listing agreement for 3112 Clawson Road
  • Created Property Record in Salesforce for 3112 Clawson Road

 

Pending Tasks:

 

  • None

 

Ongoing Tasks:

  • None

 

Issues/Questions:

  • None

 

Thank you, and all the best!

 

 

 

moreland.com

 

Shape Description automatically generated with medium confidence

Lois Diala

Assistant | Eric Moreland Group

o: 512.480.0844

e: ema...@moreland.com  |  w: ericmorelandgroup.com

a: 3825 Lake Austin Blvd, Ste 501  |  Austin, TX 78703

 

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Composite Global Partners

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Nov 17, 2025, 6:00:27 PM11/17/25
to Brian DePotter, Irene Schuster, Nicholas Mau, composite...@googlegroups.com
Hi Team,
Here is my end-of-day report. Please see below. 
Tasks Completed Throughout the Day:

  • 9:00 AM - 9:30 AM:
    • Appeal Workup Export Report
      • Saved all Board - Value
      • Saved all Board - Value TX
      • Saved all Court TX
    • Appeal Status-Recommendations
  • Saved all Board - Value
  • Saved all Board - Value TX
  • Saved all Court TX

  • 9:30 AM - 6:00 PM:
    • Reviewed 2025 Hearing Notices on Entered Folder
      • Miami-Dade County - (4 Petitions) - 12-15-2025
      • Osceola County - (2 Petitions) - 01-23-2026R
    • Checked Hearing Notices Details on AT
    • Moved 2025 Hearing Notices on Reviewed Folder
    • Checked Axia for SM Recommendations
    • Broward -  4 SM Recommendations
      • Granted - 2
      • Denied - 2
    • Miami-Dade -  12 SM Recommendation
      • Denied - 3
      • Granted - 9
  • Appeal Work Up (PTSR)
    • Board Reduction
      • Email Draft:
        • Nick - 3
        • Brian - 3
        • Deneen - 1
    • Value Upheld
      • Email Draft:
        • Brian - 4
  • Added Original TRIM Notices & Original Tax Bills
  • Updated Client Appeal Workup
  • Updated Parcels on AT
  • Saved SM Recommendations on Client Folder
  • Saved Email Drafts to FTL Office Emails
  • Updated 2025 SM Recommendation Tracker Sheet


  • 2:10 PM - 3:10 PM:
    • Lunch - 1 Hour


Ongoing Tasks:
  • Check for SM Recommendations
  • Get 2025 Original/Revised Tax Bills


Thank you,
Jianne

Kevin Polinar

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Nov 17, 2025, 6:00:32 PM11/17/25
to Hun...@gotridentservice.com, composite...@googlegroups.com

Hi Hunter,


Here is my end-of-day report.


Task completed throughout the day:

  • Managed Social Media inbox of Apollo Pools & Spas, Buddy’s Pool & Spa, & Red Rose Pool Service:
    - Review inbox

  • Sent Jason the draft layouts for Apollo Pools’ Hot Tub Services content, titled: Hot Tub Water Care Made Easy, for confirmation and feedback via email.

  • Published Apollo Pool content on Facebook titled: Hot Tub Water Care Made Easy.

  • Drafted layout and proposed captions for Buddy’s Spamaid content titled: Fall Refresh for Your Hot Tub

  • Drafted layout and proposed captions for Valley Pools Hot tub content titled: Sunrise Series Spotlight


Pending Tasks:.

  • Publish Buddy’s Pool content on Facebook titled: Fall Refresh for Your Hot Tub


Ongoing Tasks:

  • Managing social media inbox: lead stage labeling, responding to messages, flagging spam messages, and closing resolved conversations.

  • Creating Content for Apollo/Buddy’s/Red Rose/Valley Pools’ Facebook page.

  • Updating the Facebook Leads Tracker

  • Updating the Holiday Lighting Project database.

  • Working on the Inventory Project.


Issues/Questions:

  • None 


Thank you, and all the best!


--
Kevin Polinar
Marketing Assistant
Trident Service Group
ke...@tridentpool.net

Jasmin Molino

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Nov 17, 2025, 6:00:33 PM11/17/25
to Susan Quinn, composite...@googlegroups.com
Hi Susan,

Here is my end-of-day report.
  • Updated the TresVista holiday to December 25th for Christmas.
  • Acknowledged CG and AN’s calendar conflicts.
  • Informed SQ that I reached out to CG last Friday.
    • He confirmed he can take the Leadership call at 2:00 PM, and AN will handle the Project “Three Rivers” kick-off call at 3:00 PM.
    • Also informed her that KC has no conflict on Monday, November 17th, but he does have a conflict tomorrow, Tuesday, November 18th.
  • Reached out to KC to ask how he would like to handle his conflict for tomorrow, Tuesday, November 18th.
  • Added the Southeast M&A Conference (March 11–13, 2026) to CG’s calendar and marked March 14–15 as vacation days with Polly. Updated CG accordingly.
  • Checked the conference hotel website and confirmed reservations can now be made.
  • Updated CG, attached a snapshot for reference, and included the agenda and hotel link.
  • Asked him to advise whether he’d prefer to check in on March 10 or March 11.
  • Sent SQ CG’s updated 2026 Board and Conference Schedule (updated 11-17-25) for review.
  • Booked the LCR for Amy for tomorrow, November 18th, from 4:00 to 5:00 PM and added the details IC.
  • Called Amtrak to follow up on KC’s receipt request.
    • The call was disconnected.
    • Their receipts department is currently unavailable.
  • Sent KC’s Evolv Expenses (November 3–5, 2025) to SQ for review.
  • Sent KC’s completed October query sheet to SQ for review.
  • Drafted the team’s calendar conflicts for next week.
  • Followed up with CG regarding the remaining October Amex queries.

Ongoing Tasks:
  • Weekly Task:
    • Check in every Thursday morning to SQ:
      • Email SQ to ask if the assigned person for that week has scanned and shared the mail with the group.
        • This week: CG
    • Draft the NewHold weekly meetings for the week and send them to SQ.
    • Draft the team’s calendar conflicts and send them to SQ for review.
  • Following up with CG to ask when he has free time and request the code needed to update his address on the following websites:
    • For CG:
      • Priceline
      • Uber
      • Budget
  • Email CG on December 22 to confirm whether hotel and flight reservations for the Tedia trip should be booked in advance or if they should wait until the first week of January.
  • Book an early flight for CG for his Boca Raton, FL, trip (January 28–30, 2026, CVG > PBI). Most flights are connecting; plan to book during the first week of January.
  • Book an early flight for CG for his Tedia trip to CVG, OH (January 27, 2026, LGA > CVG). Plan to book on December 23 or January 6.
  • Follow up with CG regarding Susan’s check-in email about the 2026 Quarterly Calls schedule with Blutt, Walker, and Berwind.
  • Await feedback from CG regarding other queries for October Amex.
  • Forward KC’s AllWaste $67.80 receipt to Tres.
  • Await CG’s decision on whether to check in for the Southeast M&A Conference on March 10 or March 11, 2026.
  • Await SQ’s feedback on KC’s completed October Amex query sheet and November 3–5, 2025, Evolv expenses.
  • Send the drafted team’s calendar conflicts for next week to SQ for review.


Thank you, and have a great night!

All the Best,
Jasmin

Marie Garcia

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Nov 17, 2025, 6:00:45 PM11/17/25
to Kim Dunbar, Raymond Keller, Red Richards, Shannon Kausch, CompositeGPmanagers
Hi team,

Here is my end-of-day report.

Task completed throughout the day:
  • Met with Red and Kim on Google Meet about the Time tree, adding links to Closed Rental Transactions, and a reminder on email organization for 1 hour from 9:30 AM to 10:30 AM
  • Added links to the KELLER TEAM MASTER TEMPLATE closing processes CLOSED RENTAL TRANSACTIONS spreadsheet
  • Sent newsletter feature invitation via email
    • Madelyn Ho
    • The Pizza Box NY
  • Added rules on Ray’s Outlook 
  • Added listings to the closed clients folder on Ray’s Outlook
    • 111 Montgomery Street, 11N - Victor Chien and Elaine Yau
    • 138 Willoughby, 18L - XL Property Management
    • 153 Chambers Street, 4 - Alex Austin
    • 200 East 24th Street, 1608 - Patricia Radford
    • 22 Irving, Place Apt. 3B - Ellen Meier
    • 357 Dean St, 4 - Victoria and Clay Blumberg
    • 505 Greenwich Street, 7F - Dan Werb
    • 58 St. Marks Place #911 - Eva Beylin
    • 99 John Street, 1225 - Andrew Luan
    • 50 Clinton St 2D - Chanda Guth
  • Added buyers to the closed clients folder on Ray’s Outlook
    • Jessica Fields
    • Tom and Jacqueline Barton

Pending Tasks:
  • Create an email blast
    • 58 Saint Marks Place, PH1001
    • 230 East 15th Street, 5R

Ongoing Tasks:
  • Selecting gift ideas for:
    • Eliza McNitt and Audrey Appleby
    • Rosario Franco Gomez
  • Listing details on the Gift and Closing Gifts Spreadsheet:
    • Eliza McNitt and Audrey Appleby
    • Rosario Franco
  • Creating Ray’s quarterly newsletter
  • Refining the landlord property questionnaire Google form
  • Cross-checking closed deals on the Pitch Book closing page using a spreadsheet
    • Sales
 
Issues/Questions:
  • None

 
Thank you, and all the best!



Marie Garcia
Executive Assistant to The Keller Team 

BHS | New York | Connecticut | New Jersey | Florida | International


O. 917-540-4617      E. mga...@bhsusa.com

Brown Harris Stevens Residential Sales, LLC 

100 Fifth Avenue, 2nd Floor, New York, NY 10011

KellerTeamNYC I BrownHarrisStevens.com


 


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Isabelle Rodilla

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Nov 17, 2025, 6:00:53 PM11/17/25
to Irene Schuster, Nicholas Mau, Brian DePotter, composite...@googlegroups.com
Hi Team,
Below is my end-of-day report 🙂

Completed Tasks:
  • (9:00 AM - 6:00 PM)
    • 2025 Revised tax bill project
      • Updated 15 Actual Resolution Date in AT
      • Updated 5 Original Tax Bill Date in AT
      • Got 2 Original Tax Bill Date
        • Watermarked 
        • Highlighted
      • Got 4 Revised Tax Bill
      • Updated 31 PTSR
      • Updated 31 AT resolved values
        • Tax rates
        • Filled dates
      • Original TRIM Notice
        • Watermarked 25
        • Highlighted 25
        • Deleted second pages
    • Lunch (1hr)
    • Entered Hearing Notices
      • Miami-Dade County - (4 Petitions) - 12-15-2025
      • Osceola County - (2 Petitions) - 01-23-2026R
    Pending Tasks:
    • 2025 Revised tax bill project
      • 3 properties need to be updated in AT
        • Update tax rate
        • Fill the dates
    • 2024 Missing Revised Bill
      • Naya USA - Cypress Park West - 4942-10-36-0010
      • Naya USA - Cypress Park West - 4942-10-36-0021
      • Comm Prop Mgmt - Parker Plaza - 33-45-24-00-00008.0030
    Ongoing Tasks:
      • Get 2025 Original/Revised Tax Bills
      • Update the PTSR
      • Updated AT Tax Rates
      • Check Hearing Notice New Folder
      Thank you,
      Isabelle

      Christian Recilles

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      Nov 17, 2025, 6:01:00 PM11/17/25
      to Laura Black, Thomas Craig, composite...@googlegroups.com

      Hi Laura & Thomas,


      Here is my end-of-day report.


      Task completed throughout the day:


      • Monitored Laura’s email

      • Monitored Thomas’ email

      • Updated Asana

      • Updated Deal Tracker

      • 3339 C Road - Laura

        • Posted the Price Improvement story post to the following social media platforms:

          • Business page:

            • Instagram

            • LinkedIn

            • Facebook

            • Threads

      • 314 & 318 33 ½ Road - Laura

        • Posted the Just Closed post to the following social media platforms:

          • Business page

            • Instagram

              • Collaborated with the following accounts:

                • @fruitandwine.realestate

                • @lauraeleven11

                • @thomascraigrealtor

              • Shared the Just Closed post as a Story post on Instagram

            • LinkedIn

            • Facebook

            • Threads

        • Download the Realtor package from Laura’s inbox

        • Uploaded the Realtor package to the Dropbox folder

        • Checked the box for the following required files:

          • Buyer’s Settlement Statement

          • Seller’s Settlement Statement

          • Tax Certificate

          • Power of Attorney

          • Utility Agreement

          • Title Closing Instruction

          • Warranty Deed

          • TD-1000

          • Bill of Sale

        • Shared the Closing Checklist

      • 1055 Glenwood Dr - Laura

        • Created a folder named “LB 1055 Glenwood Drive - Tim Simonds” in the Dropbox

        • Pulled out the following files from the Mesa County Assessor:

          • Inspections:

            • Inspection Results Report

            • Record's Inspections

          • Permits:

            • Building Permit Letter

            • Permit to Build

            • Release of Non-Compliance

          • Mesa County Assessor Parcel Report

          • MLS Sheet

          • Plats

        • Downloaded the following files to the Dropbox folder under the Contract:

          • Inspections:

            • Inspection Results Report

            • Record's Inspections

          • Permits:

            • Building Permit Letter

            • Permit to Build

            • Release of Non-Compliance

          • Mesa County Assessor Parcel Report

          • MLS Sheet

          • Plats

        • Emailed Tim Simonds about the files that I’ve uploaded from the Dropbox

          • Shared the link for Tim Simonds as a View to download all of the files

      • 252 Durant Street - Laura

        • Created a sub-folder named “Files from Elizabeth”

        • Downloaded the following from Laura’s inbox, sent by Elizabeth:

          • Chipeta Estates Homeowners Association - Account Ledger

          • City of Grand Junction Billing

          • Floor Plan

          • Inspection Report 3.29.21

          • Past - SPD 3.26.2021

          • Ute Water Billing

          • Xcel Billing History Data

        • Uploaded the following file to the Sub-Folder under the Listing:

          • Chipeta Estates Homeowners Association - Account Ledger

          • City of Grand Junction Billing

          • Floor Plan

          • Inspection Report 3.29.21

          • Past - SPD 3.26.2021

          • Ute Water Billing

          • Xcel Billing History Data

      • 454 33 Road - Laura

        • Sent out the link from Paragon to Laura’s email

      • 303 Bella Court - Laura

        • Created the following marketing materials for Just Listed:

          • Social Media post

            • Added the details/parameters to the post:

          • Postcard

            • Added the details/parameters to the pos

      • Laura’s Credential - Laura

        • Updated the password of the CTM account

      • 417 W 8th Street - Thomas

        • Created a Closing Checklist

        • Checked the box for the following required files:

          • Listing Folder:

            • MLS Sheet

            • County Assessor Sheet

            • ERS

            • Definition of Relationships

            • Mill Tailing Report

            • Survey/Plat

            • Amendment#1

          • Contract Folder:

            • MLS Sheet

            • County Assessor Sheet

            • CBS

            • EMR

            • SPD(Commercial)

            • Mill Tailing Report

            • Survey/Plat

            • Amendment#1

       Pending Tasks:

      • Newsletter - Laura & Thomas

        • Create a December Monthly Newsletter

      • Review Post - Laura

        • Nick Decker

        • Casey Sumnich

      • Just Closed Post - Thomas

        • 219 Honeysuckle - Closing date on December 1

        • 1156 Bookcliff Avenue 11 - Closing date on December 5

        • 417 W 8th Street - Closing date on or before December 12

      • Just Closed Post - Laura

        • 506 Desert Peach Street - Closing date on November 20

        • 3343 C Road - Closing date on December 12

        • 3339 C Road (Land) - Closing Date on PLA + 30 Days

      • E-blast/Campaigns

        • Send the House Anniversary and Birthdays to Laura and Thomas' contacts

      Ongoing Tasks:

      • Monthly Newsletter

        • Thomas & Laura

      • Add all House-iversary contacts to a Google Spreadsheet, organized by month - Laura

      • Quarterly Postcard Neighborhood News - Thomas

        • Add the disclaimer message

      • Monthly

        • Manually input Email Birthdate

        • Manually input Email House-iversary

        • Sending Birthday Email

        • Sending House Anniversary

      • Added/Followed Facebook Friend for Laura

      • Added/Followed Facebook Friend for Thomas

      Catherine Madrid

      unread,
      Nov 17, 2025, 6:01:16 PM11/17/25
      to Kimberly Chestone, composite...@googlegroups.com, Composite Managers

      Hi Kimberly,

      Here is my end-of-day report.

      Task completed throughout the day:

      • Checked emails

      • Updated Asana

      • Checked Docuverus for Sarah Partlo’s application

      • Edited Checklist

      • Organized prospective clients list on CRM

      • Checked compliance on the Business Tracker for the following properties:

        • 245 3rd St, Unit 2

        • 1450 Washington St, Unit 608

        • 150 37th St, Unit D4

      232 Willow Ave

      • Drafted Lease Agreement

      • Sent out the Lease Agreement for signatures

      Trevor and Michal

      • Drafted Buyer Representation Agreement (BRA)

      • Sent out BRA for signatures

      McKissock Learning

      • Completed required hours for the following courses:

        • New York Fair Housing & Agency Law

        • Implicit Bias Awareness and Cultural Competency

        • Ethics in the Age of Disruption

        • Performing Quality BPOs

      Pending Tasks:

      • Pitch Package

      Ongoing Tasks:

      • Add new inquiries to the CRM

      • Update Prospective Clients Tag in CRM

      • Update Master Checklist

      • Uploading Photos used in Marketing to “Branding” Folder in Google Drive

      Issues/Questions:

      • None

      Thank you, and all the best!



      --
      Catherine Madrid
      Executive Assistant
       
      110 Fifth Avenue, 3rd Floor
      New York NY 10011
      https://www.compass.com/agents/kimberly-chestone-nyc/


      Cassandra Cahoy

      unread,
      Nov 17, 2025, 6:01:34 PM11/17/25
      to Cynthia GMAIL, composite...@googlegroups.com
      Hi Cynthia,
      Hope you had a great day! Please see my end-of-the-day report below.

      Completed tasks:

      • Hamptons and North Fork stats for Nov 10 - Nov 16
        • Got all the stats from EELI
        • Looked for a background photo
        • Updated the template according to the latest stats
        • Drafted the caption
        • Updated the spreadsheet
        • Posted it
          • IG, Fb, Story, LinkedIn, Thread & Google
      • 7 Fourteen Hills Court (Sold & Closed)
        • Created 3 graphic templates
        • Drafted a caption
      • Before and After for Hydrangeas
        • Updated the pictures
        • Posted it
          • Fb, Ig, Story & Thread
      • Apple Picking
        • Drafted a caption
        • Choose 3 pictures for the carousel
      • December Newsletter
        • Created a newsletter header 
          • Christmas-themed
        • Created the background design
        • Created a new theme for signature
          • Christmas-themed
        • Drafted a short introduction
        • Events in the Hamptons
          • Drafted a short introduction
      • Cloze Contacts
        • Updated the Cloze Contacts - Archive or Keep
        • Updated Headlines and Tags
          • Agents
          • Coworkers
        • Added “Newsletter” tags 
          • No segment ones
      • Updated the Cloze sheet for Archive or Not
      • Checked Cloze
      • Checked Instagram
      • Checked LinkedIn
      • Checked iCloud shared album 

      Ongoing tasks:

      • Social media engagement
      • Cloze contacts

      Pending tasks:

      • None

      Issues/Questions:

      • None


      Thank you!



      Cassandra Cahoy
      Property Associate




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      This transmittal and / or attachments may contain confidential or privileged information. If you are not the intended recipient, you are hereby notified that you have received this transmittal in error; any review, dissemination, distribution or copying of this transmittal is strictly prohibited. If you have received this transmittal and/or attachments in error, please notify me immediately and delete this message and all attachments. Beware of wire fraud. Never wire funds without telephoning the sender to verify directions.

      Lloyd Tenebria

      unread,
      Nov 17, 2025, 6:01:58 PM11/17/25
      to Melissa Colabella, composite...@googlegroups.com

      Hi Melissa,


      Here is my end-of-day report.


      Task completed throughout the day:



      • Cross-referenced contacts on Market Watch for the past 3 days

        • New Listings

          • Tracey Lander

        • Coming Soon

      • Sent a new lead information via text

        • Realtor

          • Jason Birnbaum

      • Overdue task clean-up

        • “Send a Postcard” tasks

          • November

          • Geofarming Areas

      • Assigned the tags to the contacts in the CRM and added their addresses to the mailing lists in Xpress Docs

        • Tag: past clients

        • Xpress Docs Mailing List: Past Clients

          • Sveta & Joe Doucet (22 Wakan Dr)

          • Robert & Michele Love (81 Carey St)

          • Lauren Emerson (38 Deertrack Ln)

          • Paul Neubecker (610 Douglass Rd)

          • Dan Russo & Eduardo Calderon (915 Hartsdale Rd)

          • Paul & Jinja Cuevas (18 Madison St)

          • Stephen & Suzan Vaughn (47 S. Stone Ave)

      • Created a collection

        • Mark and Valerie Cermele

          • Mark and Valerie Cermele Home Hunt

          • Invited them to Compass One

      • Sent a file to Melissa via E-mail

        • 70 Spring Valley Road

          • Furniture List

      • Sent a follow-up email to check the current status of the document sent for signature

        • 70 Spring Valley Road

          • Lead Paint Disclosure

      • Uploaded a documents in Business Tracker

        • 70 Spring Valley Rd

          • Lead Paint Disclosure - (Fully Executed)

            • Uploaded to Compliance

          • List of Furnitures

            • Uploaded Files section

            • Set to visible on the Client Dashboard


      Pending Tasks:

      • Timeline Templates/Workflow for Melissa

      • CMA’s for Likely To Sell contacts


      Ongoing Tasks:

      • Likely To Sell contact clean-up

      • New Lead Monitoring

      • Check the Coming Soon and New Listing sections in the MLS

      • Quarterly Market Report

      • Contact Clean-up (After Each Newsletter)

      • Delete overdue tasks for the postcard to anyone in the Geofarming areas on Melissa’s Tasks

       

      Issues/Questions:

      • None


      Thank you, and all the best!



      --
      Lloyd Tenebria
      Property Associate
       
      68-70 The Crossing - Chappaqua Crossing , Chappaqua, NY 10514

      Louise Diamante

      unread,
      Nov 17, 2025, 6:02:20 PM11/17/25
      to Jess Prichard, composite...@googlegroups.com

      Hi Jess,


      Here is my end-of-day report.


      Task completed throughout the day:

      • Unsubscribed emails

      • Labelled emails

      • Organized Canva

      • Organized GDrive

      • Organized Asana

      • Organized CSV 

      • Attended the call with Jess at 9:30 AM

      • Sent out Marketing Campaigns

        • CREXI Email Sales Blast - 1035 Park Avenue

      • Schedule Send the Weekly Newsletter

      • Prepared the Holiday Template

      • Updated the following: 

        • Social Media Sources

        • Social Media Posting Sheet

      • Arranged the CSV

        • Active Pipe

          • BNI

          • Trades/Vendor

        • CRM

          • BNI

          • Trades/Vendor

      • Updated the tasks on Asana

      • Drafted for 351 W 47 St:

        • CAP Rate Sheet 

        • Comp Sheet

      • Attended the call with Jess at 4:00 PM

      • Created:

        • Instagram Replies

        • Email Tracker

        • Postcard

      • Completed the Property Searching for 115 E 35 St


      Pending Tasks:

      • Update the Marketing Sheets:

        • Social Media Sources Sheet

        • Social Media Posting Sheet

      • Manage access to Pitch Decks

      • Finish the Building Folder:

        • 538 Washington

        • 557 Pacific 

      • Discuss Tools:

        •  Reno Matrix

      Create Templates:

      • Significant New York City Government Websites for Real Estate

      • Create Protocols:

        • Instagram Protocol

        • LinkedIn Protocol

        • Prism Protocol

        • CSV Protocol

      • Edit the Instagram post to LinkedIn template

      • Make a brochure for 74 85th St

      • Prepare the postcard for 538 Pacific St.

      • Create a Weekly Sales Blast template

      • Organize the Pitch Desks and Brochures

      • Integrate CART Captions in Social Media Posting

      • Uploading of CSV in ActivePipe

      • Email Ordek about the changing of headshot on Commercial Page

      • Review missing or unrecorded tasks

      • Prepare the 

        • Holiday E-Cards

          • Thanksgiving

            • E-cards

            • Instagram 

            • LinkedIn


      Ongoing Tasks:

      • Unsubscribing emails

      • Labelling emails

      • Organize the GDrive

      • Updating Password Sheets

      • Weekly BNI

      • Post and send out Marketing:

        • Instagram

        • LinkedIn

        • Weekly Newsletter

        • Crexi Email Blast

      Eros Espaldon

      unread,
      Nov 17, 2025, 6:09:55 PM11/17/25
      to Jing Wang, composite...@googlegroups.com

      Hi Jing,

      Here is my end-of-day report.

      Tasks completed throughout the day:

      • Attended the team meeting call with Jing

        • Rental Listing Reimbursement.

        • Luxury Market Report Video

      • Drafted a reimbursement for the StreetEasy rental listings on Aboard

        • July 31, 2025 

          • $21

        • August 31, 2025

          • $217

        • September 30, 2025

          • $210

        • October 31, 2025

          • $217

        • November 17, 2025

          • $112

      • Submitted the reimbursement on Aboard

      • Created a Bi-Weekly Luxury Market Report video

        • Highlighted the Top 3 highest asking contracts:

          • 255 East 77th Street #PHC

          • 15 Hudson Yards #PH88D

        • Created a document with individual pages for the video for Jing to review and add comments

      Pending Tasks:


      • None


      Ongoing Tasks:

      • Reviewing the assigned procedures from Jing Wang’s documents

      Honeylette Revilla

      unread,
      Nov 17, 2025, 9:01:16 PM11/17/25
      to The Group, composite...@googlegroups.com

      Hi Team,


      Here is my end-of-day report.


      Completed Tasks:

      • Followed and liked posts and pages on Michael’s social media

      • Posted Social Media Cheat Sheet on Michael’s account

        • Facebook

        • LinkedIn

      • Posted Social Media Cheat Sheet on Tracy’s account

        • Facebook

        • LinkedIn

      • Reminded the team of the appointments for today and the following day

      • Cheat Sheet

        • Emailed the Marketing to request the social media cheat sheet

      • Google Search

        • Searched Michael J Okun on google

        • Visited Michael’s websites and social media

      • Voice Message

        • Downloaded the Voice message File

        • Transcribed the audio

        • Sent to the team

      • 22515 La Quilla Drive

        • Box brownie

          • Sent a rework request

        • Rela

          • Godaddy

            • Edited the DNS on GoDaddy

            • Added the Destination on Rela to GoDaddy

          • QR Code

            • Generated QR code

            • Downloaded the file

            • Tested if the domain is working

          • Floorplan

            • Uploaded the JPEG Branded Floorplan

            • Uploaded the PDF Branded Floorplan

        • Sotheby’s

          • Uploaded the Photos

          • Photo Arrangements

            • Arranged the photos according to the MLS

        • MLS

          • Converted the photos

          • Uploaded the Photos

          • Photo Arrangements

            • Arranged the photos according to the MLS

        • Just Listed IG, Facebook, and LinkedIn Post

          • Downloaded the photos

          • Added the property address

          • Added the property specs

          • Created a caption

          • Added hashtags

          • Sent to Christina and Randa for approval

          • Scheduled the post

          • Upload it to Michael's social media

        • Just Listed IG Stories

          • Edited the Just Listed IG stories

          • Added the link

          • Uploaded it to IG stories

        • Open house

          • Edited the Open House IG stories

          • Added the website link

          • Uploaded it to IG stories

        • Linktree

          • Tracy’s Linktree

            • Added property to Linktree

          • Michael’s Linktree

            • Added property to Linktree

        • Digital Marketing Campaign

          • Requested a Digital Marketing Campaign for the Marketing

          • Added the templated email message

          • Added the link

          • Sent to the Seller

        • ActivePipe

          • Subject Headline

            • Added the Subject Headline

          • Write-up

            • Added the Write-up

          • Photos

            • Added the photos

            • Arranged the photos

          • Specs

            • Added the property address

            • Added the specs

            • Added the Open House schedule

            • Added the Domain

          • Canva

            • Domain

              • Added the domain

              • Added the photo

            • At a Glance

              • Added the property specs

              • Added the photo

            • Open House Schedule

              • Added the Broker Open House

              • Added the Public Open House

            • Videos

              • Edited YouTube thumbnail

            • Added it to the ActivePipe

          • Videos

            • Added the Branded YouTube link

          • Sent it to the team

          • Sent to Michael for final proof

          • Sent the ActivePipe to all audiences

        • Flyer

          • Uploaded the photos

          • Arranged the photos

          • Added the property price

          • Added the specs

          • Added the domain

          • Added the QR Code

          • Added the write-up

          • Sent to Christina for review

          • Sent to Michael for final proof

          • Added to Dropbox

        • Dropbox

          • Original Photos

            • MLS Lowres

              • Downloaded the file

              • Added the file to Dropbox

            • High Res

              • Downloaded the file

              • Added the file to Dropbox

            • Gate Photos

              • Downloaded the file

              • Added the file to Dropbox

            • Retouched

              • Downloaded the file

              • Added the file to Dropbox

            • Videos

              • Downloaded the file

              • Added the file to Dropbox

            • Floorplan

              • Downloaded the file

              • Added the file to Dropbox

      • Extraordinary Living: November 2025

        • Tracy’s Activepipe

          • Checked the email on ActivePipe

          • Opened shared emails

          • Subject Headline

            • Added the Subject Headline

          • Extraordinary Living: November 2025

            • Extraordinary Living: November 2025

          • Added a Just Listed property

            • Added 7335 Birdview Ave

            • Added the photos

            • Added the Property Address

            • Added the specs

            • Added the Listing Price

            • Added the links

          • Added a Just Listed property

            • Added Terryview

            • Added the photos

            • Added the Property Address

            • Added the specs

            • Added the Listing Price

            • Added the links

          • Added a Just Listed property

            • Added 22515 La Quilla Dr

            • Added the photos

            • Added the Property Address

            • Added the specs

            • Added the Listing Price

            • Added the links

          • Added Tracy’s Photo

          • Added Name and title

          • Added contact information

          • Added social media links

          • Sent to Tracy

          • Saved it in Drafts

      • Virtual Staging

        • Completed virtual staging using Gemini

        • Edited staged images in Photoshop for color balance and cleanup

        • Removed watermark

        • Enhance photo resolution

        • Final adjustments and layout refinements completed in Canva

        • Exported final versions and confirmed quality

        • Downloaded the photos

        • Uploaded the files to Dropbox

        • Sent link to Team

        • Sent link to Michael for proof

      • Listing Highlights

      • Tracy’s IG

        • Downloaded the photos

        • Arranged the photos

        • Added the property specs

        • Added the property address

        • Added the property price

        • Added the write-up

        • Added hashtags

        • Added the listing agents

        • Posted on Tracy’s IG

      Ongoing Tasks:

      • Exploring Social Media content sites

      • Content Calendar

      • Social Media

        • Replying to posts' comments

      • 22515 La Quilla Drive

        • Listtrac

          • Property is not on Listtrac yet

      • 11595 Morrison St

        • Pre Listing

      Issues/Questions:

      • None


      Thank you and all the best!

      Honeylette Revilla
      https://linktr.ee/MichaelJOkun
      Please always CC gr...@theMJOgroup.com to ensure your email is not missed 

      *Beware. Online banking fraud is on the rise. If you receive an email with wiring instructions, please call your escrow officer immediately to verify and confirm the information before sending any funds.*

      Brandon Babel

      unread,
      Nov 18, 2025, 2:45:01 PM11/18/25
      to James Torres, composite...@googlegroups.com
      Hi James, 

      Let's review these tasks tomorrow. I don't think they're applicable to me and I'm wondering where you got them from. 


      • Draft and Send All-Hands

      • Sign-Off on Beta Feature Requirements

      • Review Q4 Budget Forecast

      • Complete Compliance Training

      • Confirm Project Phoenix Launch Date

      --
      www.managedbyora.com
      401 Park Avenue S, 10th Floor, New York, NY 10016
       
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