Services Description


  • Customer Support
  • Calendar Management
  • Electronically File, and track a variety of business documents
  • Book Accommodations & Travel
  • Source & Purchase Products and Services
  • Email Management
  • Data Entry
  • Creating / Updating / Maintaining Database
  • Creating Basic Reports (Reports on weekly task, sales, etc.)


  • Coordinate materials for appointment presentation
  • Schedule Photographer
  • Ordering Sign Post
  • Entering property details
  • Reporting
  • Social Media / Brochures / Newsletter Support


  • Monitor the timeline for all properties
  • Follow up on the receipt of Preliminary Report and make sure that details are correct
  • Contact Lender for Appraisal Order Information
  • Request copy of Inspection Contingency Release
  • Request copy of the Inspection Reports and Termite Inspection Report
  • Request from Lender or Buyer’s Agent a copy of the Loan Commitment/Approval Letter
  • Confirm all Loan Documents are received by the escrow officer
  • Request copy of the Sellers Estimated HUD from Escrow and review for Commission and Utilities
  • Verify with Escrow that funding conditions were received and that loan is set to record
  • Confirm recording of the property from Escrow
  • Request final HUD from Escrow
  • Ensure loan applications have all needed items, lender follow-ups, gathering documentation, call to clients, documentation review and internal reporting will be handled with the care.
  • Serve as a communication liaison and go-between to ensure that all important communication for each transaction are passed to the correct person & taken action on in a timely manner
  • Maintain your schedule and filings, signatures, documentation and compliance completely on track for all your deals and help ensure nothing falls into the cracks
  • Gather documentation & signatures, calling clients, completing paperwork, following up on contract terms & requirements, and creating the file for each completed transaction

small projects

If you need help with a one time small project we can help too! Just request a free consultation and give us the details and we will be happy to assist.

Finance Assistance

  • Accounts Payable
  • Billing
  • Bank Account Reconciliation

Graphic Design services

  • Create or Update your WordPress Website
  • Business Cards
  • Logo
  • Marketing & Sales Material
  • Graphics Adobe/Canva
  • This service is an add on quoted separately

Social Media Management services

  • Social Media Scheduling (Facebook, Instagram, Pinterest, Linked In, YouTube)
  • Filter and Reply to comments on your Blog
  • Graphics (Using Canva)
  • This is an add on service quoted separately

Don’t see what you need? Send us a message!

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