Coordinate scheduling assignments between signing agent, borrower, and clients.
Handle incoming calls from signing agents, borrowers, and clients regarding scheduling.
Complete requests for reschedules and cancellations.
Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with various services related to loans. Their entrepreneurial mindset drives innovation and diversification, with a commitment to cultural values known as "The 5 C's".
Facilitate Zoom sessions with professionalism and warmth, helping create a smooth and welcoming experience for all participants.
Troubleshoot technical issues for attendees, such as muted audio or screen sharing.
Safeguard transcript quality by ensuring optimal audio conditions for the Depositions by Filevine transcription software.
Filevine is a Legal AI company delivering Legal Operating Intelligence. Grounded in a singular system of truth, Filevine brings together data, documents, workflows, and teams into one unified platform. Fueled by a team of exceptional collaborators and innovators, Filevine’s rapid growth has earned AI awards and recognition from Deloitte and Inc.
Answer incoming calls and schedule patient appointments.
Verify patient dental insurance benefits by contacting insurance carriers.
Assist with onboarding new staff and manage employee schedules.
20four7VA connects offshore independent contractors with clients worldwide, particularly in developed markets. They focus on providing high-quality, task-specific services to improve business efficiency for their clients.
Deliver white-glove transaction coordination to clients.
Provide listing coordination for high-volume real estate professionals.
Maintain transaction records and updates within Brivity, PLACE’s tech platform.
Transactly, now proudly a PLACE-owned company, elevates the client experience through powerful platforms and a team of top-performing Transaction Coordinators. They are setting new standards for professionalism, white-glove service, and technology-powered excellence.
Acting as a fiduciary to Homeward customers from contract through closing
Serving as primary point of contact for Homeward’s relationships with settlement service providers
Reviewing and approving settlement statements
Homeward is a real estate startup that partners with real estate agents to offer innovative products and services, helping clients buy with cash, sell with certainty, and time their move, regardless of the market. They are a fully remote company with a diverse team spread across several countries and are grounded in three core values: The Golden Rule, One Team One Dream, and Calm Focus.
Coordinate scheduling and reservation requests following established processes
Communicate with clients to confirm details, provide updates, and address general inquiries
Maintain accurate records, calendars, and reservation documentation
Destination Knot is a client coordination and services company that supports individuals and organizations with scheduling, reservations, and service-related logistics. They focus on clear communication, organized workflows, and delivering a consistent, high-quality client experience.
Manages the performance & efficiency of individual contributors, providing immediate support.
Executes operational improvements quickly and efficiently based on performance metrics.
Fosters a team experience that manifests the company's cultural values.
Doma Technology LLC offers solutions for lenders, real estate professionals, title agents, and homeowners that make closings vastly simpler and more efficient, reducing cost and increasing customer satisfaction. They value diversity, equity and inclusion and believe it creates value through the differences in our backgrounds, experiences, and perspectives.
Support the Chief Accounting Officer and two Vice Presidents with their respective administrative needs
Calendar management, including scheduling meetings and deconflicting existing meetings, often across multiple time zones
Meeting preparation such as calendar event creation, drafting agendas, creating slide decks, and communicating with meeting attendees in advance of the meeting
Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest. This team supports core accounting and operational leadership, ensuring strong financial stewardship, scalable processes, and effective cross- functional coordination.
Destination Knot is a travel services company. They provide travel planning and booking assistance, focusing on creating personalized vacation experiences for their clients.
Coordinate the closing process from home sale to home closing.
Prepare and participate in weekly backlog meetings, track accuracy.
Communicate with buyers, lenders, and sales leaders regarding closing dates.
Century Communities is one of the nation's largest homebuilders and an industry leader in online home sales. They strive to create thriving, enduring neighborhoods with lasting livability, focusing on building sustainable, affordably priced homes for their customers while reducing their carbon footprint.
Coordinate and manage calendars for multiple travel advisors
Schedule client consultations and supplier meetings
Send reminders and follow-ups for scheduled appointments
Destination Knot is a dynamic travel company committed to delivering seamless and personalized travel planning experiences. Their team thrives on organization, service, and a shared love of travel.
Fully revamp and maintain organized OneDrive file systems
Manage and update CRM records in HubSpot
Prepare, manage, and track subcontractor paperwork
20four7VA connects offshore independent contractors with clients worldwide, focusing on developed markets. They offer opportunities to deliver remote services to clients requiring administrative, operational, and CRM support.
Serves as a primary point of contact for members, caregivers, and providers regarding nurse appointments and care coordination activities.
Coordinates and schedules nurse case management activities, including assessments, follow-ups, and interdisciplinary care team meetings.
Supports accurate documentation by ensuring required scheduling and encounter-related data is entered into designated systems.
Fallon Health is dedicated to providing equitable, high-quality, coordinated care to its members and is consistently recognized as a top health plan for member experience, service, and clinical quality. With roots dating back to 1977 in Worcester, Massachusetts, they focus on government-sponsored health insurance programs and value diversity and inclusion.
Manage founders' calendars and executive follow-ups.
Own client onboarding, contracts, and invoices.
Track recruiter commissions and provide financial summaries.
My Hero VA provides virtual assistant services. They match skilled professionals with businesses needing administrative, technical, or creative support.
Assist with reservation and scheduling requests in accordance with established procedures
Communicate with clients to confirm details, provide updates, and answer general inquiries
Maintain accurate client records, booking information, and documentation
Destination Knot is a coordination-focused services company dedicated to supporting clients with scheduling, reservations, and service-related needs. They emphasize organization, clear communication, and a positive client experience across all interactions.
Guidepoint is a leading research enablement platform designed to advance understanding and empower clients’ decision-making process with innovative technology, real-time data, and hard-to-source expertise. Backed by a network of nearly 1.75 million experts and Guidepoint’s 1,600 employees worldwide, they inform leading organizations’ research.