How it works

Step 1.

It all starts with a quick application

For the best level of service, I work with a small roster of agents. Let’s make sure we will be a good fit for each other.

a few simple questions to get to know you a bit more

Step 2

Get Onboarded as a Member

Once approved and signed on, I’ll walk you through how to send your files and request services. Membership allows you access to transaction services.

Step 3

Request Buyer or Seller Services as Needed

When you need transaction support, just submit a request, and I’ll handle the rest.

Step 4

Focus on your business & enjoy your free time

With compliance, deadlines, and details covered, you can focus on growing your real estate career.

Add a la carte services when needed.

Services

Start with a comprehensive membership offering various assistant-level services for real estate professionals. As new opportunities arise, add transaction management or MLS services to streamline your business, whether you act as a buyer’s or seller’s agent.

and what you can expect

membership required for transaction services

Comprehensive Membership

$599/month, 3 month commitment

Included Services:

  • Pre- & Post-Appointment Summaries, ensuring all details are covered from the second you walk out the door

  • Preparation of Extensions and Addendums* save time on the road, just review and send.

  • Full Access Support via text and email for quick response time

  • Personalized Reminders & action items for clients’ key milestones or personal agent reminders

  • Contract Drafting* up to 3 contracts a month

  • Assistance with Obtaining Condo Docs, Transfer of Solar Panels, and Scheduling of Title 5

  • Final Closing Disclosures sent to clients in the first week of the new year for tax purposes

  • Scheduled Weekly Check-ins on deals and business

  • Goal Setting & Accountability, along with a spreadsheet tracker to monitor progress

Team Pricing Available

*currently offering in MA only

Buyer Agent Coordinating Services

Buyer Contract to Post Closing

$250 w/ subscription (Paid at Closing)

Included:

  • Connecting All Parties: Liaising with all relevant parties (attorneys, lenders, agents, etc.)

  • Vendor Recommendations: Supplying a list of trusted and preferred vendors for inspections, title, and other services

  • Inspection Scheduling Assistance: Helping to schedule inspections, appraisals, and other key appointments

  • Document Distribution: Managing the flow of all essential supporting documents (contracts, disclosures, agreements, etc.)

  • Earnest Money Deposit (EMD) Coordination: Ensuring the EMD is handled correctly and promptly

  • Compliance Checks: Performing two compliance checks to verify adherence to regulations and brokerage guidelines

  • Milestone Check-ins: Regular updates on critical dates (mortgage application, P&S, inspection period, mortgage contingency)

  • Utility and Subscription Transfer Reminders: Sending reminders to ensure utilities and reoccurring services are transferred smoothly

  • Closing Disclosure (CD) Review: Conducting a thorough review of the CD to confirm all terms are accurate

Seller Agent Coordinating Services

Listing MLS Service

$250 w/ subscription (Paid at Time of Draft Provided)

Included:

  • Building MLS Shell: Creating the framework for the MLS listing

  • Writing Listing Descriptions: Crafting a compelling and accurate description, uploading documents, and adding disclosures

  • Draft Review: Sending the draft to the seller and collaborating to perfect it

  • Managing Showings: Handling Showings through ShowingTime (if applicable)

  • Adding Open Houses: Scheduling and adding Open Houses to the MLS

  • MLS Status Changes: Handling status updates (CTG, UAG, SLD)

  • Price Adjustments: Managing MLS price changes as needed

Listing Contract to Post Closing

$300 w/ subscription (Paid at Closing)

Included:

  • Connecting All Parties: Coordinating communication between attorneys, lenders, agents, and other necessary parties

  • Vendor Recommendations: Offering a list of preferred vendors for attorney or title

  • Inspection Scheduling Assistance: Coordinating scheduling for all inspections and appraisals

  • Document Distribution: Distributing all required supporting documents (contracts, disclosures, agreements, etc.)

  • Earnest Money Deposit (EMD) Coordination: Managing the EMD to ensure proper handling and compliance

  • Compliance Checks: Performing two compliance checks to verify adherence to regulations and brokerage guidelines

  • Milestone Check-ins: Ensuring timely follow-ups on crucial dates (P&S agreement, mortgage contingency)

  • Utility and Subscription Transfer Reminders: Sending reminders to ensure utilities and reoccurring services are transferred smoothly

  • Closing Disclosure (CD) Review: Reviewing the CD to verify that all terms are accurate and as agreed

  • Final Readings & Certificate Coordination: Coordinating and scheduling final readings (e.g., water, gas) and necessary certificates

A La Carte Add Ons

suppliment where needed to save even more time

  • On the road and need to draft an offer? I have your back. $50/ contract. Currently offered in MA only.

  • Can’t be in 2 places at once? Offering local and limited appointment coverage for smoke inspections, final readings, deposit delivery and more. $75/hr + fuel

  • Offering limited and local notary services in the state of MA. $50 fee + fuel.

  • Looking for something you are not seeing listed? Submit a form below and we will connect to see how I can assist.

Reach out when you're ready.

Interested in working together or learning more? Fill out some info and I will be in touch shortly. I can’t wait to hear from you!