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Service Menu

“To give real service, you must add something which cannot be bought or measured by money, and that is sincerity and integrity.” ~Douglas Adams

3 Different Service Options to Meet Each Broker’s Needs:

Silver Basic Services Package: This Silver Basic Services Package is an essential transaction coordination package that is ideal for experienced agents or those with a limited budget. The Silver Basic Services Package allows brokers to delegate the administrative essentials to me while also helping facilitate the broker’s continued involvement in the closing process.

Services Include: contract review and compliance checks, timeline creation and management, deadline tracking and reminders, document collection and reminders, coordination with escrow / title companies, pre-closing checklist management, once weekly update to all parties via email.

Price: $450 per transaction file.

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Gold Standard Services Package: The Gold Standard Services Package is an intermediate transaction coordination package that is ideal for new to the industry brokers with typical residential transactions. The Gold Standard Package is for brokers who seek to reduce their workload by 15 hours per transaction. The Gold Standard Package allows brokers to focus wholeheartedly on client relationships and lead generation. The Gold Standard Package gives brokers more complete transaction coordination service by delegating to me all the tasks listed below. I handle the basic administrative essentials that are included in the Silver Standard Services Package plus additional administrative services italicized below.

Gold Standard Services Packages Include: contract review and compliance checks, timeline creation and management, deadline tracking and reminders, document collection and reminders, coordination with escrow / title companies, pre-closing checklist management, twice weekly update to all parties via email, expanded document preparation and review, commission disbursement coordination, closing coordination including scheduling and reminders, basic post-closing emailed follow up to all parties.

Price: $600 per transaction file

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COMING SOON! ~ Platinum Comprehensive Service Package: The Platinum Comprehensive Transaction Coordination Package is ideal for high volume brokers, luxury market agents and team leads. The Platinum Comprehensive Service Package is ideal for brokers wishing to reduce their workload by 20 hours per transaction. The Platinum Comprehensive Package provides white glove service that not only manages the transaction but enhances the broker’s brand and reputation. The Platinum Comprehensive Package provides a 5-star client experience every time by providing the Gold Standard Services transaction closing administrative duties plus the italicized additional services below.

Platinum Comprehensive Service Packages Include: contract review and compliance checks, timeline creation and management, deadline tracking and reminders, document collection and reminders, coordination with escrow / title companies, pre-closing checklist management, daily update to all parties via email, expanded document preparation and review, commission disbursement coordination, closing coordination including scheduling and reminders, custom branded client experience in all communications, post-closing digital and physical closing gifts, post-closing customer satisfaction survey, detailed transaction performance analytics, custom reports for broker business planning.

Price: $800 per file