OUR SERVICES
What You Need, When You Need it.
Transaction Coordination
Listing Management
Admin + Marketing
Transaction Coordination
Leave the administrative heavy lifting to us! We handle the administrative details with precision and care, ensuring every step of your real estate transactions are smooth and stress-free for you, your buyers, and your sellers.
PREMIER 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
Let the Premier Transactions listing team handle the details so you can focus on what matters most. Within our 48-hour guarantee, we’ll ensure your listing goes live with precision and care. You'll receive a complete property brochure, ready-to-share social media posts, a one-page flyer, an e-blast, and professionally designed "Just Listed" postcards—created and sent for you!
PREMIER LISTING MANAGEMENT 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, one-time fee of $50.
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.
Admin + Marketing
From designing social media posts and creating brochures to managing appointments and running your office while you’re away—we’ve got you covered. Let our administrative experts take care of the details, so you can stay focused on closing deals and building lasting client relationships.
In the busy life of a successful agent, marketing often takes a backseat. Staying connected with past clients and reaching new ones is key to keeping referrals coming. We’re here to help with one-off projects or recurring campaigns to keep your business thriving.
Our administrative support services free you from time-consuming tasks, so you can focus on what matters most—your clients and deals. Delegate with confidence, reduce stress, and gain the time to build relationships, close deals, and grow your business.
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.
Organize and optimize daily calendars.
Schedule and confirm meetings with clients and partners.
Arrange travel plans, including bookings and itineraries.
Create visually appealing brochures to showcase properties and services.
Design and manage regular newsletters to keep clients informed.
Select and purchase thoughtful gifts for clients to show appreciation.
Send personalized greeting cards for birthdays, holidays, and special occasions.
