Monthly Membership
Membership package to include:
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
Membership package to include:
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
Membership package to include:
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