Optimizing Financial Efficiency and Customer Engagement in Real Estate

Open
TEAM Finance & Real Estate Group Inc.
Bowmanville, Ontario, Canada
He / Him
President
(8)
3
Project
Academic experience
45 hours of work total
Learner
Anywhere
Intermediate level

Project scope

Categories
Operations Project management Financial modeling Customer segmentation Marketing analytics
Skills
customer engagement financial analysis finance business process financial efficiency project management scalability operations mortgage loans budgeting
Details

This project aims to provide learners with the opportunity to apply their classroom knowledge to real-world challenges in the mortgage and real estate sector. The primary objective is to develop actionable insights and solutions that enhance TEAM Finance & Real Estate Group Inc.'s financial efficiency, scalability, and customer engagement. Participants will engage in tasks related to project management, product development, budgeting, financial analysis, and customer discovery. By analyzing current business processes and identifying areas for improvement, learners will propose strategies to optimize operations and improve customer interactions. The project is designed to be completed in 45-50 hours, allowing participants to gain practical experience and prepare for professional careers in the industry.

Deliverables

The deliverables for this project include a comprehensive report outlining the proposed strategies for improving financial efficiency and customer engagement. Additionally, participants will create a presentation summarizing their findings and recommendations. The deliverables should demonstrate a clear understanding of the company's current challenges and provide actionable solutions that can be implemented to achieve the desired outcomes.

Mentorship
Domain expertise and knowledge

Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.

Skills, knowledge and expertise

Sharing knowledge in specific technical skills, techniques, methodologies required for the project.

Hands-on support

Direct involvement in project tasks, offering guidance, and demonstrating techniques.

Tools and/or resources

Providing access to necessary tools, software, and resources required for project completion.

Regular meetings

Scheduled check-ins to discuss progress, address challenges, and provide feedback.

Supported causes

The global challenges this project addresses, aligning with the United Nations Sustainable Development Goals (SDGs). Learn more about all 17 SDGs here.

Sustainable cities and communities

About the company

Company
Bowmanville, Ontario, Canada
2 - 10 employees
Banking & finance, Business & management, Business services, Real estate, Sales
Representation
Minority-Owned BIPOC-Owned Small Business Social Enterprise Community-Focused

Licensed mortgage broker and realtor that works with my client base for these services.