Monday.com Specalist

---------- Job Description:

The purpose of ---------- is for all my agents to go in here and know exactly the status of their deals. They are able to edit items on this board but the main purpose is for the TC, Listing manager, and client care specialist to update it so the agent knows the stage of the deal.
Each agent is to have a their own board that only they can see and no other agent can see except for the admin/owner team.
Their boards will also have sections to input purchase/list price, GCI, and net income and this will show them on their board where they are at for volume and transactions for the year along with how close they are to their “goal” for the year. Also, there will be a leaderboard and show what rank they are at in comparison to other agents
THem tracking their numbers will also transfer to the executive board that shows the companies volume, transaction count, gci, and net income. Separated by buyers, sellers, active, pending, and closed.
There is also a section for “active buyers” and this section will show “estiamted price and GCI/net income”
Aside from that this is to track pre listings along witht heir stages for the listing manager to update such as “lockbox installed” “sign installed” “pending signatures” etc.
And the main purpose of this is to track the fiel from pending to closed. Contacts of professional parties will be input, option period days, appraisal dates, third party finaicning days, notes for the client.. Etc.
Thinking big, I would like for the system to have automations that automatically sends out emails that are based on certain inputs that are repetitive. For example: When the buyer goes under contract and the option period dates along with contract is input to monday then then “congratulations emai” automatically gets sent out along with the introduction email to all professional parties. THis would be to relieve some workload from my TC since she manually sends out these emails. The more automated the better, i am open to ideas.



Skills needed:
Advanced Ai skills
Heavy experience in real estate transactions from a realtors perspective
Critical thinking too make recommendations on how to improve the board
---------- specialist
I have a ---------- draft of what I am trying to do as a starting point.