VIP Package
VIP Package
Submit to title co
Review all documents to ensure that they are completed in their entirety and if any errors sending the document off to be corrected.
submit to her clients
schedule Inspection
Send appraisal satisfaction email to other agent
add dates to her calendar for appraisal, inspections, closing dates, final walk through
work through remediation
Upload docs In broker system
help transfer utilities
ensure title and Important docs received
schedule final walkthrough
schedule closing
Creating a closing binder for client and shipping the binder to client
Pre-Transaction:
Client Onboarding:
Gather initial client information and preferences.
Prepare and manage initial client documentation and agreements.
Educate clients on the transaction process and key milestones.
During the Transaction:
Communication:
Serve as the primary point of contact between clients and all parties involved (lenders, inspectors, appraisers, etc.).
Keep clients updated on transaction status, deadlines, and next steps.
Address client inquiries and concerns promptly.
Document Management:
Ensure all required documents are completed, signed, and filed correctly.
Track and manage deadlines for contingencies and other critical dates.
Assist clients in gathering and understanding necessary documentation.
Scheduling:
Coordinate and schedule inspections, appraisals, and other necessary appointments.
Remind clients of upcoming deadlines and appointments.
Manage and adjust schedules as needed to accommodate client availability.
Offer and Negotiation Phase:
Offer Presentation:
Present and explain offers and counteroffers to clients.
Assist clients in understanding the terms and implications of offers.
Facilitate communication between clients and the realtor for decision-making.
Closing Preparation:
Transaction Coordination:
Open escrow and order title work.
Ensure all parties are meeting their contractual obligations.
Prepare clients for the closing process, explaining what to expect.
Problem-Solving:
Identify and resolve any issues or roadblocks that may arise.
Work proactively to prevent potential issues from becoming problems.
Coordinate with all parties to find solutions and keep the transaction on track.
Post-Transaction:
Post-Closing:
Provide clients with copies of all final documents.
Ensure a smooth transition and address any post-closing concerns.
Follow up with clients to ensure satisfaction and gather feedback.
Client Retention:
Maintain ongoing communication with past clients for relationship building.
Provide clients with additional resources or referrals as needed.
Keep clients informed about market updates and opportunities.
General Client Support:
Client Education:
Provide clients with market insights and updates.
Offer guidance on home maintenance, improvements, and other real estate-related matters.
Assist clients with any questions or concerns throughout the entire transaction process.
VIP Package
Submit to title co
Review all documents to ensure that they are completed in their entirety and if any errors sending the document off to be corrected.
submit to her clients
schedule Inspection
Send appraisal satisfaction email to other agent
add dates to her calendar for appraisal, inspections, closing dates, final walk through
work through remediation
Upload docs In broker system
help transfer utilities
ensure title and Important docs received
schedule final walkthrough
schedule closing
Creating a closing binder for client and shipping the binder to client
Pre-Transaction:
Client Onboarding:
Gather initial client information and preferences.
Prepare and manage initial client documentation and agreements.
Educate clients on the transaction process and key milestones.
During the Transaction:
Communication:
Serve as the primary point of contact between clients and all parties involved (lenders, inspectors, appraisers, etc.).
Keep clients updated on transaction status, deadlines, and next steps.
Address client inquiries and concerns promptly.
Document Management:
Ensure all required documents are completed, signed, and filed correctly.
Track and manage deadlines for contingencies and other critical dates.
Assist clients in gathering and understanding necessary documentation.
Scheduling:
Coordinate and schedule inspections, appraisals, and other necessary appointments.
Remind clients of upcoming deadlines and appointments.
Manage and adjust schedules as needed to accommodate client availability.
Offer and Negotiation Phase:
Offer Presentation:
Present and explain offers and counteroffers to clients.
Assist clients in understanding the terms and implications of offers.
Facilitate communication between clients and the realtor for decision-making.
Closing Preparation:
Transaction Coordination:
Open escrow and order title work.
Ensure all parties are meeting their contractual obligations.
Prepare clients for the closing process, explaining what to expect.
Problem-Solving:
Identify and resolve any issues or roadblocks that may arise.
Work proactively to prevent potential issues from becoming problems.
Coordinate with all parties to find solutions and keep the transaction on track.
Post-Transaction:
Post-Closing:
Provide clients with copies of all final documents.
Ensure a smooth transition and address any post-closing concerns.
Follow up with clients to ensure satisfaction and gather feedback.
Client Retention:
Maintain ongoing communication with past clients for relationship building.
Provide clients with additional resources or referrals as needed.
Keep clients informed about market updates and opportunities.
General Client Support:
Client Education:
Provide clients with market insights and updates.
Offer guidance on home maintenance, improvements, and other real estate-related matters.
Assist clients with any questions or concerns throughout the entire transaction process.
VIP Package
Submit to title co
Review all documents to ensure that they are completed in their entirety and if any errors sending the document off to be corrected.
submit to her clients
schedule Inspection
Send appraisal satisfaction email to other agent
add dates to her calendar for appraisal, inspections, closing dates, final walk through
work through remediation
Upload docs In broker system
help transfer utilities
ensure title and Important docs received
schedule final walkthrough
schedule closing
Creating a closing binder for client and shipping the binder to client
Pre-Transaction:
Client Onboarding:
Gather initial client information and preferences.
Prepare and manage initial client documentation and agreements.
Educate clients on the transaction process and key milestones.
During the Transaction:
Communication:
Serve as the primary point of contact between clients and all parties involved (lenders, inspectors, appraisers, etc.).
Keep clients updated on transaction status, deadlines, and next steps.
Address client inquiries and concerns promptly.
Document Management:
Ensure all required documents are completed, signed, and filed correctly.
Track and manage deadlines for contingencies and other critical dates.
Assist clients in gathering and understanding necessary documentation.
Scheduling:
Coordinate and schedule inspections, appraisals, and other necessary appointments.
Remind clients of upcoming deadlines and appointments.
Manage and adjust schedules as needed to accommodate client availability.
Offer and Negotiation Phase:
Offer Presentation:
Present and explain offers and counteroffers to clients.
Assist clients in understanding the terms and implications of offers.
Facilitate communication between clients and the realtor for decision-making.
Closing Preparation:
Transaction Coordination:
Open escrow and order title work.
Ensure all parties are meeting their contractual obligations.
Prepare clients for the closing process, explaining what to expect.
Problem-Solving:
Identify and resolve any issues or roadblocks that may arise.
Work proactively to prevent potential issues from becoming problems.
Coordinate with all parties to find solutions and keep the transaction on track.
Post-Transaction:
Post-Closing:
Provide clients with copies of all final documents.
Ensure a smooth transition and address any post-closing concerns.
Follow up with clients to ensure satisfaction and gather feedback.
Client Retention:
Maintain ongoing communication with past clients for relationship building.
Provide clients with additional resources or referrals as needed.
Keep clients informed about market updates and opportunities.
General Client Support:
Client Education:
Provide clients with market insights and updates.
Offer guidance on home maintenance, improvements, and other real estate-related matters.
Assist clients with any questions or concerns throughout the entire transaction process.