Admin Automation Checklist for Mortgage Brokers

Voice-note 'Send Hendersons 3 rate scenarios'; Christine drafts the comparison and emails it within minutes.

Text 'Ask Chen for last 2 pay stubs'; Christine sends a professional document request email right away.

Voice-note 'Email State Farm for Henderson dec page'; Christine handles the outreach and logs the response.

This needs your voice and authority; Christine preps the data, but you make the call.

Text 'Martinez lock expires Tuesday'; Christine reminds you Friday and Monday to check extension options.

Voice-note 'Schedule appraisal for Hendersons next week'; Christine coordinates dates and adds them to your calendar.

You have to review complex lender conditions; Christine organizes the list, but you decide the strategy.

Text 'Okafor moved to clear-to-close, closing April 2'; Christine updates your Google Sheets tracker instantly.

Text 'Thank Sarah Kim for Okafor deal'; Christine drafts and sends the note so you don't miss a relationship touchpoint.

Text 'Send $50 gift card to Okafor buyers'; Christine processes the order and tracks delivery confirmation.

High-level strategy needs your vision; Christine compiles the data reports for you to review.