Services
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Collect and organize documents (agency agreements, seller disclosures, property info sheets).
Verify compliance forms are complete and signed (e.g., listing agreement, MLS input form).
Input or review MLS details for accuracy before publishing.
Create a transaction file in the brokerage system.
Track key dates — listing start date, expiration date, etc.
Coordinate with photographers, stagers, and signage installers (upon request).
Upload and manage documents in the broker’s compliance platform.
Configure showing settings (if MLS system allows).
Track incoming offers, and keep all related communications organized.
Update listing records with any changes in price or status.
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Review offer documents for completeness
Once an offer is accepted:
Obtain and distribute the fully executed purchase agreement.
Open escrow and send the contract to escrow/title company.
Notify all parties (buyer’s agent, lender, escrow, broker).
Set up key dates: earnest money, inspection, appraisal, closing, etc.
Create or update the transaction timeline.
Monitor all contract deadlines: inspection, repairs, financing, appraisal, contingencies.
Ensure all documents are signed and submitted to the broker.
Communicate updates between all parties (agent, escrow, lender, buyer’s agent).
Track and confirm receipt of earnest money.
Manage addenda or amendments (e.g., inspection responses, extensions).
Keep the listing agent and seller informed of progress.
Confirm closing documents have been signed by all parties.
Ensure the broker receives a complete transaction file.
Verify commission disbursement authorization (CDA) is issued.
Send final closing statement to the agent or client (if required).
Mark the transaction as “Closed” in the system.
Note: Discount of $50 if we did the listing
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Prepare the referral agreement (outgoing referral form) between the referring agent and the receiving agent.
Verify terms (referral fee %, payment terms, expiration date, client name, and property area).
Obtain signatures from both agents/brokers.
Log referral details (client name, referral partner, date sent, type of transaction — buyer/seller, etc.).
Track expiration or follow-up dates.
Obtain a copy of the closing statement (ALTA/CD).
Verify the referral fee percentage and amount.
Confirm payment has been sent to the brokerage.
Track and record receipt of referral income.
Close out the referral file (mark as complete in CRM or tracker).
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Prepare offer documents (purchase agreement, addenda, disclosures) for agent review and client signatures.
Verify accuracy of buyer/seller names, property address, and offer terms.
Organize supporting documents, such as proof of funds or pre-approval letters.
Ensure compliance with brokerage and local regulations before submission.
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LISTING ADD ONS: (prices are in addition to listing fee)
Public Remarks $25
Additional MLS $50
Duplicate/Redo $50
Rush fee (3-5 days) $50
Rush fee (2 days) $100 (must already have photos scheduled)
Rush fee (1 day) $150 (must already have photos)
SERVICING EXISTING LISTING: $50
Audit the listing to ensure all documents are obtained and compliant.
Ensure all documents are uploaded to the MLS appropriately.
Maintain listing with pricing updates, remark changes, status changes, adding open houses, etc.
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ADDITIONAL LISTING USING MY MLS ACCESS: TC Fee + 5% of LA Comp (regardless of which MLS procures the sale)
I work the listing as the TC.
No add-on listing fee.
You must be licensed for that state.
*Note: you are responsible for any pre-existing referral agreement payments.
CO-LISTING USING MY MLS ACCESS: 50/50 Split
we work the transaction together.
Split all listing expenses 50/50.
Your choice on branding.
You must be licensed for that state.
*Note: you are responsible for any pre-existing referral agreement payments.
REFERRAL: 75/25 split
I handle the transaction completely and give you a 25% referral fee.
Doesn’t matter which state you are licensed in.
Option to restrict location coverage so that you may still work with the clients in your area.
No TC fees of any kind.
MENTORING: (pricing outline at bottom)
Help with everything a newly licensed agent needs from getting licensed to getting you setup with your brokerage.
Going over Forms.
Reviewing offers.
Screensharing for systems or forms you are learning.
Help navigating negotiations.
Lead generation sources.
Recommendations for Service providers.
Listing guidance.
Transactions 1-5: 50%
Transactions 6-10: 45%
Transactions 11-20: 30%
Transactions 21+: Standard TC fees
Transactions 21+: 25% (with team) *coming soon
