We’ll handle the administrative tasks that accompany your real estate deals, with impeccable attention to detail, organization and making the process smooth for buyers and sellers.
From flyers to postcards, social media posts to listing presentations, we can handle all your marketing needs. We take the idea in your mind and bring it to life!
By streamlining administrative tasks, we can help you operate more efficiently, and ultimately enhance your overall productivity and client satisfaction.
We’ll handle the administrative tasks that accompany your real estate deals, with impeccable attention to detail, organization and making the process smooth for buyers and sellers.
INTAKE TASKS
Review the contract for completeness and pursue necessary parties for outstanding initials, signatures and dates.
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.
Add all dates to your digital calendar.
Establish file in your Broker system of record, upload documents and contact information.
CONTRACT MANAGEMENT
Coordinate the timely satisfaction and removal of all contingencies and keep you informed of the progress, including ordering HOA/Condo Docs.
Weekly lender check in and more frequently when necessary.
Coordinate inspections with you, the inspector, the Buyer and the co-op.
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
Provide clients with reminders to connect or disconnect all necessary utilities and to secure homeowner’s insurance.
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.
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.
Design Just Sold postcards and send out to the demographic of your choice (postage paid separately).
Add client to your contact database with new address and email to be added to your past client drip campaign.
Designing social media posts, creating brochures, setting up appointments, and handling your office while you are out of town. This is just a small list of tasks that we can handle with ease and professionalism that ensures your business is moving full speed ahead and you focus on income producing activities.
From flyers to postcards, social media posts to listing presentations, we can handle all your marketing needs. We take the idea in your mind and bring it to life!
Among the hectic life of a successful agent there is little time to manage the marketing side of your business. Connecting to new clients and staying connected with past clients to ensure referrals still come your way. Find out how we can put into place one off projects or re-occurring campaigns that keep the phone ringing!
Organize + update client database management program & system.
Create + regularly prepare all buyer & seller consultation packages.
Coordinate the preparation of all listing & open house flyers, graphics, signage and all other marketing materials.
Manage + update agent website, blog and online listings.
Regularly assist agent to manage + enhance agent’s social media presence.
Coordinate all client + vendor appreciation events.
Regularly obtain client testimonials for websites + social media.
Coordinate & implement agent marketing videos + property videos on website, blog & social media
Let our administrative experts handle the details, so you can focus on closing deals and building client relationships. By streamlining administrative functions, we can help our agents operate more efficiently, and ultimately enhance their overall productivity and client satisfaction.
Administrative support services are crucial for real estate agents, as we handle the time-consuming tasks that allow agents to focus on client interactions and property deals. Delegating administrative responsibilities can help reduce the stress and burnout associated with managing multiple tasks simultaneously. With administrative tasks managed effectively, agents can concentrate on building relationships, closing deals, and expanding their business.
Manage Schedules: Organize and optimize daily calendars.
Coordinate Appointments: Schedule and confirm meetings with clients and partners.
Maintain Client Databases: Update and manage client information for easy access and follow-up.
Blog Writing: Craft engaging and informative content to enhance your online presence.
Travel Logistics: Arrange travel plans, including bookings and itineraries.
Brochure Design: Create visually appealing brochures to showcase properties and services.
Design Listing Presentation: Develop professional presentations for property listings.
Newsletter Set-up & Management: Design and manage regular newsletters to keep clients informed.
Client Gift Purchases: Select and purchase thoughtful gifts for clients to show appreciation.
Greeting Cards: Send personalized greeting cards for birthdays, holidays, and special occasions.
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