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Every engagement begins with a complimentary discovery call. Pricing is tailored to your volume and needs.
Getting Started
There is a $99 non-refundable fee due before signing any contracts. The remaining balance is due after completion of services. Prior to starting, we conduct a thorough contract walkthrough to ensure complete transparency and understanding of all terms and agreements.
Elite Tier 1 Services: Essential Package — $275/month
Elite Tier 1 Services: Essential Package — $275/month
Fundamentals / Admin. Support — your essential everyday job duties.
For the agent or broker who needs reliable help with the fundamentals.
Administrative support: inbox, calendar, documents
CRM updates and organization
Complete intake form (internal)
Create final offer Google Drive folder (internal)
Add dates to calendar (internal), to the client's system of record, and to the client's calendar
Price changes and updates as needed
Update MLS to Active — Optional
Review Contract for errors
Send Intro Emails (Title, Lender, Co-Op Buyer or Seller)
This tier includes up to 20 hours a month, anything over that is extra or moves you up a tier.
Elite Tier 2 Services: Signature Package — $375/month
Elite Tier 2 Services: Signature Package — $375/month
Everything in Essential, plus Transaction + Listing Coordination — the contract-to-close work.
For the growing agent or broker that needs to delegate the deal flow.
Review contract for errors
Update MLS to Active Option, then to Pending
Send intro emails: Title, Lender, Co-Op Buyer or Seller
Confirm seller's disclosure, survey & T-47, inspection is set
Obtain fully receipted page, completed repair amendment, receipts / invoices / photos for completed repairs
Warranties, disclosures, and service contracts transferred
Check in with Lender weekly and Title weekly
Appraisal ordered, home warranty confirmed, resale certificate ordered, HOA docs received, title work received
Send CDA request form to Broker with docs (10 days pre-close), confirm Title received CDA, lender approval
Send broker-required documents for signature, send utility email
This tier includes up to 30 hours a month, anything over that is extra or moves you up a tier.
Elite Tier 3 Services: White-Glove Concierge Package — $475/month
Elite Tier 3 Services: White-Glove Concierge Package — $475/month
Everything in Essentials, Signature, plus Marketing, Campaign Support, Priority response + Client Concierge touches — the full elite partnership.
Full behind-the-scenes partnership for top producers and teams — the flagship, elite concierge package.
Review contract for errors
Update MLS to Active Option, then to Pending
Send intro emails: Title, Lender, Co-Op Buyer or Seller
Price changes and updates as needed
Obtain fully receipted page, completed repair amendment, receipts / invoices / photos for completed repairs
Schedule final walk-through and closing, obtain signed final closing disclosures
Marketing and campaign support
Client concierge touches: gifts, follow-ups, reviews
Priority response
Client gift: not just a reminder, actual sending
Birthday email
Just Sold social media post, Thank You email
Design Just Sold postcard (optional) and order Just Sold postcard (postage / printing additional)
This tier includes up to 40 hours a month, anything over that is extra and can be discussed.
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