Two-Tier Service Offerings

---

• Contract to close Transaction Coordination
• Compliance file & document management (Docusign/Dotloop/Skyslope/etc.)
• Contingency deadline tracking (due diligence, inspection, appraisal, loan/etc.)
• Transaction communication coordination w/ Title/Escrow, lenders and cooperating agents
• Weekly status updates to clients and agents
• Email management, tracking and support (specific to active transaction)
• Calendar management: important dates, reminders, etc.

Includes everything in Basic:

• Vender Management: scheduling of inspections, repaid follow-up, coordination, etc.
• Closing Coordination: document confirmation, client signing scheduling, gift arrangements, etc.
• Post Close Client + File Managment: final document follow-up client reviews, client touch calendar setup, future email scheduling, reminders
• Social Media Templates: Under Contract, Just Sold, Reviews, etc.

• Lead and Prospect Nurturing 
• Social Media Management
• CRM/Database Management 
• Email Marketing and Distribution 

• Weekend Emergencies
• Gift Ordering and Arrangements
• Personal Appointment Scheduling
• Travel Coordination
• New Hire Screening
• Event Coordination 
• Office Supply Inventory