Realtor Assistance

Enhance your real estate operations with our expert virtual assistant services. We handle everything from administrative tasks to client management, providing you with the support needed to focus on closing deals.

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Listing Co-ordination

– Create a comprehensive CMA and RPR Report for Listing Appointments, ensuring accuracy.

– Order Sign through Sign Company and schedule professional photography through preferred vendors.

– Prepare the Listing Package in the client’s chosen Real Estate Transaction Management Software (e.g., Dotloop, Form Simplicity, Transaction Desk, Docusign, App-files).

– List the property on MLS with complete details, attaching images and necessary documents.

– Configure Showing Time and promptly update MLS with Price Improvements, Open House details, and any changes.

– Coordinate with HOA/Management company to obtain Purchase Application, Rules & Regulations and Condo Docs.

– Enhance property visibility by promoting it on major Real Estate platforms such as Zillow and Realtor.com.

Broker Compliance Review

– Creating compliance-related checklists in accordance with Broker Requirements.

– Acting as an administrative support for Brokers on their internal platforms, handling the submission of contracts by agents.

– Conducting regular follow-ups with agents to ensure all compliance requirements are met.

– Verifying that each file submitted by agents aligns with the established checklist before the closing process.

– Assisting brokers in updating commissions and other relevant details on their Customer Relationship Management (CRM) systems.

– Providing regular reports to Brokers, offering weekly and monthly updates on the status of transactions and compliance matters.

– Collaborating with Brokers to address any compliance issues and implement necessary improvements in the process

Property Management Services

  • Effectively advertise rental properties to attract potential tenants through various marketing channels and strategies.
  • Thoroughly screen prospective tenants based on predetermined criteria to assess their suitability for the rental property.
  • Handle application processing, collecting and reviewing all necessary documents promptly, and coordinate with vendors, HOAs, and property managers to promptly address maintenance and property-related issues.
  • Address and resolve tenant complaints during the lease term, ensuring prompt and efficient solutions for tenant satisfaction and lease agreement compliance.
  • Manage the eviction process, including paperwork preparation and filing, to comply with legal requirements.
  • Conduct regular monthly follow-ups with tenants for timely rent payments, reminders, inquiries, and meticulous record-keeping

Transaction Co-ordination

– Introduce all parties via email (Title company, Lender, Other Agent, Seller, Buyer) with the executed contract and addendums.

– Follow up with parties throughout the process and review the contract for timelines, setting reminders for due dates in advance.

– Obtain required signatures on Seller’s Disclosures and Addendums, sending them to Title Company, Lender, and other Agent. 

– Schedule inspections as per the purchase contract.

– Coordinate with Sellers and Realtors to ensure agreed repairs are completed (using executed addendums).

– Confirm appraisal order with Lender (if financing) and regularly follow up for loan commitment and final clearance.

– Coordinate with Title Company for clean Title commitment, Lien Search, Estoppel (Condominiums), and request a preliminary Closing Statement for review.

– Close out Property on MLS (Listing Agent) or request MLS closure via email (Buyer’s Agent to Listing Agent).

– Request Executed Closing Statement, Warranty Deed from Title Company.

– Email Client to post Google & Zillow Review, like Agent’s Facebook page and follow on Instagram.

– Ensure all Executed Docs are uploaded to Client’s Transaction Management CRM. Request Commission checks based on Realtor preference.

Admin Support Services

 – Efficiently managing and organizing email correspondence, ensuring timely responses and effective communication.

 – Providing valuable assistance in scheduling both personal and business appointments, optimizing time management and enhancing productivity.

  • Offering proficient data entry services, accurately inputting and organizing information to maintain comprehensive and up-to-date records.
  • Delivering reliable accounting services, including tasks such as bookkeeping, financial record management, and budget tracking.
  • Assisting in the preparation of documents for meetings, ensuring all necessary materials are ready and accessible for successful and productive discussions.
  • Offering meticulous document preparation services, ensuring that all necessary documents are properly formatted, proofread, and ready for distribution or presentation during meetings or other relevant occasions.

Social Media Marketing

  • Generating Just Listed, Open House Flyers, Price Improvement, and customized Flyers.
  • Executing online ad campaigns on popular social media platforms such as Facebook, Twitter, Instagram, and others, tailored to meet the specific requirements of our clients.
  • Developing Email Marketing campaigns for Realtors through client marketing platforms including Constant Contact, Mailchimp, Activepipe, and similar tools.
  • Assisting Realtors in setting up targeted direct mailing campaigns for desired subdivisions or communities.
  • Providing exclusive Web Development and SEO Services specifically tailored to enhance your Real Estate Business

Get Started with Us Today

Discover how our expertise can streamline your financial management and taxation needs. Contact us now to schedule a consultation and take the first step toward seamless accounting solutions.