OUR SERVICES
What You Need, When You Need it.
Transaction Coordination
Listing Management
Marketing & Admin
Transaction Coordination
We’ll handle the administrative tasks that accompany your real estate transactions with impeccable attention to detail and organization, ensuring a smooth process for buyers and sellers.
THE CLOSING CONCIERGE CO. TRANSACTION COORDINATION PACKAGE:
INTAKE TASKS
Review the contract for completeness and pursue necessary parties for outstanding initials, signatures and dates.
Email the agent 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.
Conduct weekly check-ins with the lender, increasing their frequency 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: For buyers: Collect the second deposit check from the buyer and forward it to the listing agent.
For Sellers: For sellers: Order payoff statements and tax, water, and sewer certificates.
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 resolve them.
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.
Listing Management
Take the pressure off and let The Closing Concierge Co. team get your listing on the market with accuracy and attention to detail! Within our 48-hour turnaround, you’ll receive a full property brochure, social media posts, a one-page flyer, an email blast, and professionally designed Just Listed postcards.
THE CLOSING CONCIERGE CO. LISTING MANAGEMENT PACKAGE:
BACK OFFICE SUPPORT
Enter the listing into your broker’s 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.
Write professional copy for the MLS and other advertising.
MARKETING
Create a full property brochure featuring your logo and agent information (one-time fee: $50).
Create a one-page flyer featuring your logo and agent information.
Post branded, custom images to the agent’s social media platforms.
Verify the listing on Zillow.
Enhance the listing on Realtor.com.
Add/Update property on agent's website.
Design Just Listed postcards (postage and printing fees are separate).
CLIENT SUPPORT
Send a welcome or introductory letter to the seller.
Act as the single point of contact for questions or concerns.
Request average utility costs from the client.
Marketing & Admin
From creating marketing materials to scheduling appointments, our team keeps your business running smoothly behind the scenes. By streamlining your marketing and administrative operations, we give you more time to focus on building client relationships, generating leads, and closing deals. Let us take care of the busy work so you can concentrate on growing your business.
Create buyer and seller consultation packages.
Design listing presentations, property brochures, flyers, signage, and other marketing materials.
Manage and update agent websites, blogs, and online listings.
Write and publish engaging blog content.
Manage and grow the agent’s social media presence, including content creation and scheduling.
Coordinate marketing and property videos for websites and social media.
Design and distribute client newsletters and email marketing campaigns.
Manage calendars, schedules, and appointments.
Maintain and organize client databases in the CRM.
Coordinate travel arrangements and itineraries.
Purchase and coordinate client appreciation gifts.
Send personalized greeting cards for birthdays, holidays, and special occasions.
Collect and manage client testimonials and reviews.
Coordinate client appreciation events and vendor events.
Ready to Get Started?
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