Developed workflows, client onboarding documents, and training guides for a new department.
Interviewed all stakeholders, mapped the existing workflow, and led workshops to improve the team's operational efficiency.
Worked with stakeholders to define requirements, wrote scoping documents, and guided the software vendor through to an accurate, on-time, trouble-free rollout.
Built a flowchart mapping the partner onboarding process, covering roughly 100 touchpoints across 7 different teams.
Built an automated process that pulls images from Airtable, compresses them, and serves them from AWS S3 — a major improvement in system load times with no manual file handling.
Built a system for automatically processing documents that securely extracts financial data from multiple bank formats.
Built an n8n extension for an Airtable-based CRM that generates polished, customized presentations at the click of a button.
Built Airtable scripts to automatically locate coordinates and calculate distances to the light rail and the beach.
Built and tested an automated subscription billing process — from website signup through to recurring invoice generation. Delivered as a pilot.
Built a CRM system for managing leads, clients, opportunities, and inventory, including access permissions, automated quotes, and reports.
Built a CRM for real estate brokers to manage clients, buildings, properties, and the deal pipeline.
Built advanced calculation tools in Airtable that model complex financing scenarios.
Built a secure client portal for viewing documents, automated financial calculations, and charts.
Built a system for creating interactive maps, including collecting feedback directly from the map.
Built a comprehensive calculation tool for analyzing real estate investments, including taxation, financing scenarios, and return calculations.
Developed and designed a business and events directory that lets business owners connect and update their own content.
Reorganized product and add-on categories and upgraded the user experience with a modern design and structure.
Developed a full brand language — logo, colors, fonts — for a residential project, including a matching sales presentation.
Wrote and designed a data-driven quarterly report covering market trends, pricing and sales charts, and trend analysis.
Created flyers, social media campaigns, and landing pages for digital marketing activities.
Prepared strategic presentations combining business narrative, visual design, and brand identity to present opportunities and vision.
Developed informative, action-driving webinars on mortgages and real estate opportunities.
Worked with the marketing team to update and improve the company's automated email sequences.
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