Chelsea Sullivan

• Reports to: Broker/Owner

Brokerage Operations & Compliance

• Oversee daily operations across three RE/MAX Fine Properties branches, ensuring consistent policies and service standards.
• Maintain full compliance with TREC, HAR, and TXR regulations; ensure audit readiness at all times.
• Manage agent license transfers, sponsorship changes, and status updates.
• Develop and maintain standard operating procedures, onboarding/offboarding systems, and office compliance documentation.
• Serve as liaison between Broker/Owner and agents to align and execute business priorities.

Transaction & Compliance Management

• Oversee transaction processing in Lone Wolf/Workspace from contract to funding.
• Ensure transaction files, CDAs, funding requests, and documentation meet compliance standards.
• Provide guidance on TXR forms, buyer/listing agreements, amendments, and best practices.
• Resolve discrepancies and compliance issues to protect brokerage integrity.
• Prepare and reconcile monthly production reports for RE/MAX, LLC.

Finance, Accounting & Bookkeeping

• Manage full-cycle brokerage accounting:
• Accounts Payable (vendor payments, recurring expenses)
• Accounts Receivable (agent fees, commissions, transaction fees)
• Oversee commission disbursements, splits, BSF tracking, and CAP monitoring.
• Maintain accurate financial ledgers and reconcile accounts.
• Prepare financial reports for leadership decision-making.
• Administer payroll, agent billing, and credit card processing.
• Handle year-end close, 1099 issuance, and tax preparation coordination.

Agent Experience, HR & Retention

• Lead agent onboarding/offboarding including ICA setup, commission plans, and system activation.
• Manage and mentor front-office/reception staff.
• Serve as daily operational resource for agents and teams.
• Coordinate retention initiatives, recognition programs, and culture-building events.
• Support recruiting efforts and smooth agent transitions.

Technology & Systems Administration

• Serve as system administrator for:
• Lone Wolf / Workspace
• MAX/Center
• BoldTrails
• Brokerage CRM and tech platforms
• Manage IT vendors, office hardware, printers, and infrastructure.
• Ensure operational uptime and system efficiency across all locations.

Marketing, Branding & Events

• Ensure RE/MAX brand compliance across marketing materials and signage.
• Support recruiting and agent marketing initiatives.
• Plan and execute office events including:
• Top Producer Luncheons
• Office Meetings
• Social Events & Seasonal Gatherings
• Coordinate vendor partnerships and sponsorships.

Vendor & Facility Management

• Oversee vendor contracts and service agreements.
• Manage office facilities, ensuring professional and functional environments.
• Track service performance and negotiate renewals when necessary.

Leadership & Continuous Improvement

• Champion a high-performance, collaborative office culture.
• Identify workflow inefficiencies and implement process improvements.
• Provide strategic and empathetic leadership to agents and staff.
• Drive operational scalability across multiple locations.