




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.

Take the pressure off yourself and allow the Virtually Coordinated R.E.A. listing team to set your listing live with accuracy and attention to detail! Within our 48-hour guarantee promise, you will be equipped with a full property brochure, social media posts, a one-page flyer, an e-blast, and Just Listed postcards designed and sent!
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.

Manage both sides of the transaction with confidence. We handle contract timelines, compliance, documentation, and coordination to keep every deal moving smoothly.
Review and organize executed contracts for both buyer and seller sides
Create and maintain transaction timelines for all critical dates and deadlines
Coordinate communication between all parties, including agents, clients, lenders, title companies, and vendors
Manage required disclosures, addenda, and transaction documents
Ensure compliance requirements are tracked and completed
Monitor contingency deadlines (inspection, financing, appraisal, title, and closing requirements)
Coordinate inspections, appraisals, repairs, and other transaction milestones
Request and organize documentation needed throughout the transaction
Maintain accurate transaction records within your CRM or transaction management system
Upload, label, and organize documents within brokerage-approved platforms
Prepare files for broker review and compliance submission
Track signatures and follow up on outstanding paperwork
Provide deadline reminders and status updates throughout the transaction
Assist with closing coordination and final document collection
Confirm final walkthrough, closing details, and completion of required tasks
Provide post-closing file organization and record retention support
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