OUR SERVICES

What You Need, When You Need it.

Transaction Coordination

Listing Management

Administration & Operations

Transaction Coordination

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.

$450 per contract

CPCO TRANSACTION COORDINATION PACKAGE:

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.

Listing Management

Once you’ve secured the listing, it’s time to pass on the paperwork to us. We’ll help set your listing live in MLS, and handle all the administrative work, plus marketing, to make your listing stand out.

$175 per listing

CPCO LISTING MANAGEMENT PACKAGE:

BACK OFFICE SUPPORT

Enter the listing into your Broker System of Record.
Enter listing into MLS.
Order property photography using your preferred vendor.
Coordinate a virtual tour appointment if the service is separate from the photography session.

MARKETING

Create a full property brochure, branded with your logo and agent information.
Create a 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.

Administration & Operations

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.

$35 hourly

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.
Brochure Design: Create visually appealing brochures to showcase properties and services.
Design Listing Presentation: Develop professional presentations for property listings.
Client Gift Coordination: Source and purchase client gifts — you cover the cost; we handle the legwork.
Greeting Cards: Send personalized greeting cards for birthdays, holidays, and special occasions.

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