ACTIONS
The following are the actions that a manager must preform, or delegate, in order of importance.
- Send all payment portals to clients that have already sent their documents for service. Documents must first be received from the client before a payment portal is sent.
- Send all external paid jobs to their respective contractor. A job must first be paid for before assigning the job to a contractor. We collect payment up front on all jobs.
- Print any internal jobs that have not yet been printed. Use a binder clip to contain the service packet.
- Enter all jobs that have been paid. Refer to the data entry procedure.
- Pay all of the contractors who have completed their jobs, or any contractors that have sent a payment portal to collect payment up front.
- Draft any affidavits that need to be notarized and send them to their respective server. Whenever possible use a pre-made affidavit template.
- If there are any affidavits that have required three or more modifications, inform the client that they will need to draft their own affidavit. If it is the second round of modifications, request that they put all of their modification requests in red pen, and send us a PDF of the edits.
- Mail any original affidavits (only upon the clients request) to the respective client via USPS. This will only apply to select states which include, but are not limited to Arizona, and New York.
- Check the corporate mail box.
- If there are any external jobs which have not had a status update in the last 72 hours, send an email to the contractor and request a status update. Put the status updates in the notes section of the job in Serve Manager.
- If a job has remained outstanding with regard to payment for over 72 hours, send a courtesy email to the client informing them that their job will be cancelled in the next 48 hours if payment is not received.
- If a certain office supply is running low, make a list of the necessary supplies to restock.
