SERVICES OVERVIEW
Precision Support. Exceptional Results.
Transaction Coordination
Listing Coordination
Marketing & Admin
Transaction Coordination
From contract to close, we manage every detail of your transaction with precision and care — tracking deadlines, coordinating all parties and ensuring nothing ever falls through the cracks. Your clients deserve a seamless experience, and so do you.
THE CLOSING COLLECTIVE TRANSACTION COORDINATION PACKAGE:
Intake Tasks
- Review the contract for completeness and pursue necessary parties for outstanding initials, signatures and dates.
- Establish file in your Broker system of record, upload documents and contact information.
- Add all dates to your digital calendar.
- Send agent an email outlining important dates and contact all parties involved in the transaction including the lender, title company, client and co-op agent; introduce myself and request that all paperwork and communications related to the transaction flow through me.
Contract Management
- Coordinate inspections with you, the inspector, the Buyer and the co-op.
- Weekly lender check in and more frequently when necessary.
- Coordinate the timely satisfaction and removal of all contingencies and keep you informed of the progress, including ordering HOA/Condo Docs.
- On-going system of record maintenance as documents are submitted, changes are made via amendment, and we work through the transaction process.
- For Buyers: Collect 2nd Deposit check from Buyer and forward to listing agent.
- For Sellers: order payoffs and tax, water & sewer certs.
- Send detailed email requesting home warranty selection and follow up until selection is made.
Pre-Closing
- Verify loan commitment with client’s lender, provide copies and notify you of any problems in underwriting.
- Order and review the title report. Notify you of any issues and help to resolve.
- Provide clients with reminders to connect or disconnect all necessary utilities and to secure homeowner’s insurance.
- Schedule final walkthrough and closing with your clients, the title company and you.
Post Closing
- Obtain final signed closing disclosures and upload to your system of record.
- Provide a congratulatory letter to your buyer(s) or a thank you letter to your seller(s) prompting them to leave a review for you with clickable links.
- Add client to your contact database with new address and email to be added to your past client drip campaign.
- Design Just Sold postcards and send out to the demographic of your choice (postage paid separately).
Listing Coordination
Once you've secured the listing, hand the details to us. We'll get your listing live in MLS accurately and on time, coordinate photography and marketing materials and manage every detail to make your listing stand out, so you can focus on your next client.
THE CLOSING COLLECTIVE LISTING COORDINATION PACKAGE:
BACK OFFICE SUPPORT
Enter listing into your Broker System of Record.
Enter listing into MLS.
Order property photography using your preferred vendor.
Coordinate virtual tour appointment if service is separate from the photography session.
Professional Copy for MLS & Advertising.
MARKETING
Create a full property brochure, branded with your logo and agent information.
Create one page flyer also branded with your logo and agent information.
Post to agent's social media platforms with branded custom images.
Verify the listing on Zillow.
Enhance the listing on Realtor.com.
Add/Update property on agent's website.
Design Just Listed Postcards (postage & printing fee separate).
CLIENT SUPPORT
Send Welcome/Intro Letter to Seller.
Act as single point of contact for any questions or concerns.
Obtain/Request utility averages from the client.
Marketing & Admin
From branded marketing materials to day-to day administrative support, we keep your business running smoothly and professionally behind the scenes, giving you more time to build relationships, generate leads and close deals with confidence.
Create and prepare buyer and seller consultation packages.
Design listing presentations, property brochures, flyers, signage, and other marketing materials.
Manage and update agent websites, blogs, and online listings.
Write and publish engaging blog content.
Manage and grow social media presence, including content creation and scheduling.
Coordinate marketing and property videos for websites and social media.
Design and distribute client newsletters and email marketing campaigns.
Manage calendars, schedules, and appointments.
Maintain and organize client databases (CRM).
Collect and manage client testimonials and reviews.
Coordinate client appreciation events and vendor events.