OUR PACKAGES

---

• Custom Agent Portal Access – Track transactions, view deadlines, and communicate seamlessly.
• Title & Compliance Coordination – Open title, gather required documents, and ensure compliance.
• MLS & Listing Preparation – Draft and upload MLS input sheets, marketing remarks, set up ShowingTime, input open house dates/times, input supra key box, & upload/sort photos.
• Photography & Signage Coordination – Schedule listing photos, pre-inspections, and sign installations.
• Listing Status Management –  Manage listing status (Active/Pending Inspection/Pending/Contingent/Sold)
• Contract Review & Compliance – Ensure all documents are complete and brokerage-compliant.
• Key Party Coordination – Send mutual email to all parties, separate email to clients with next steps, connect clients with escrow.
• Contract & Contingency Tracking – Weekly check-in emails to ensure deadlines are met and contingencies are addressed
• Text & Email Reminders – Stay on top of key transaction deadlines & milestones with timely notifications.
• Inspection & Repair Coordination – Schedule inspections, track repairs, and manage documentation.
• Escrow & Closing Assistance – Submit commission demand, review settlement statements, and confirm closing details.
• Final Closing Support – Conduct audits, follow up with escrow, and send closing congratulations.

• Custom Agent Portal Access – Track transactions, view deadlines, and communicate seamlessly.
• Contract Review & Compliance – Ensure all documents are complete and brokerage-compliant.
• Key Party Coordination – Send mutual email to all parties, separate email to clients with next steps, connect clients with escrow.
• Contract & Contingency Management – Weekly check-in emails to ensure deadlines are met and contingencies are addressed
• Contingency Text & Email Reminders – Stay on top of key transaction deadlines & milestones with timely notifications.
• Inspection & Repair Coordination – Schedule inspections, track repairs, and manage documentation.
• Escrow & Title Assistance – Submit commission demand, review settlement statements, and confirm closing details.
• Final Closing Support – Conduct audits, follow up with escrow, and send closing congratulations.

• All About You Form – We’ll send your clients a quick form, gather their details, and update your CRM.
• Active Listing Email Updates – Timely listing updates sent straight to your client’s inbox.
• Agent/Client Group Texts – Quick, convenient group texts to keep everyone in the loop.
• Crumbl Cookie Delivery – Celebrate mutual inspection with a sweet, personalized Crumbl cookie delivery to your clients.

*Allergy friendly options available.

• CRM Input – All client info, including All About You details, house-aversaries and sale info is tracked in your CRM for easy relationship management.
• Annual Spring CMA Mailer – Send past clients a neighborhood market snapshot each year, with a friendly nudge to reach out for a detailed CMA.
• Beginning-of-Year Tax Mailer – Provide clients with necessary tax documents from their transaction, along with a handwritten note to make tax season easy.

• Custom Agent Portal Access – Track transactions, view deadlines, and communicate seamlessly.
• Compliance Platform Management – Track and organize all required transaction documents.
• Document Review & Submission – Ensure all paperwork meets brokerage compliance standards.
• Missing Document Alerts – Notify agents of any missing or incomplete files.
• Contract & Forms Audit – Verify accuracy and completion of all transaction-related documents.
• Agent Communication & Updates – Provide status reports on compliance progress.
• Final Transaction Audit – Conduct a thorough review before closing to ensure compliance.
• Secure Digital Storage – Maintain organized and accessible records for future reference

This comprehensive package includes everything from our Pre-Listing to Close and Pending to Close services, with an added layer of care and neutrality for dual-agency situations. 

We coordinate communication between both parties while maintaining appropriate separation, ensuring compliance, professionalism, and transparency throughout.