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MRM Command Center
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2
Team tasks
Every open task across all clients, bucketed by when it’s due.
Assignee
Everyone
Client Success
VA
Builder
9
Client Success
5
VA
3
Builder
Overdue
5
Chase proof of funds
Ngozi Okafor
Client Success
5d overdue
Collect ID + proof of funds
Emma Walsh
VA
3d overdue
Instruct solicitors
Ngozi Okafor
VA
2d overdue
Collect source of funds
Anaya Patel
Client Success
1d overdue
Send welcome email
Emma Walsh
Client Success
1d overdue
Due today
1
Arrange pre-handover inspection
Sofia Ali
Client Success
today
Upcoming
11
Send fortnightly progress update
James Adeyemi
Client Success
in 1d
Hold kickoff call
Anaya Patel
Client Success
in 1d
Upload progress photos
Grace Reid
Builder
in 1d
Confirm refurb milestone: kitchen
James Adeyemi
Builder
in 2d
Confirm completion funds with solicitor
Michael Brown
VA
in 2d
Compile handover pack
Rachel Thompson
VA
in 3d
Approve refurb variation
Grace Reid
Client Success
in 3d
Snagging list sign-off
Sofia Ali
Builder
in 4d
Book RICS valuation
Ngozi Okafor
VA
in 5d
Send docs to mortgage broker
Kwame Osei
Client Success
in 6d
Schedule council inspection
Rachel Thompson
Client Success
in 7d
Completed
1
Kickoff recap email
James Adeyemi
Client Success