Services

What we take off your plate

Specialized support, end-to-end. Pick what you need or hand us the whole back office.

Title Management

Title is where deals stall. We own the file from contract to close - opening title, chasing payoffs, tracking commitments, and flagging exceptions before they become last-minute fires. Your assistant works directly inside the title company's portal (Qualia, ResWare, SoftPro, RamQuest) and keeps a clean, dated paper trail in your transaction folder. You get a weekly status call and same-day email updates on anything that moves.

What's included

Open title and order the commitment within 24 hours of executed contract
Track payoffs, surveys, HOA estoppels, and lien releases to completion
Review commitments line-by-line and surface exceptions in plain English
Coordinate signing logistics with title, lender, and clients
Maintain a dated activity log in your CRM or shared drive

Client Communications

Most agents lose deals - and referrals - in the inbox. We staff a dedicated assistant to triage your email, respond to routine client questions on your behalf, and escalate anything that actually needs you. Drafts mirror your voice (we keep a style sheet) and nothing goes out without your rules. We work in Gmail, Outlook, Front, and Spike, and we sync everything to your CRM so the next agent on the file is never guessing.

What's included

Inbox triage with same-day responses during business hours
Drafted replies in your voice for review or auto-send
Client status updates at contract, inspection, appraisal, and clear-to-close
Calendar coordination for showings, inspections, and signings
Weekly inbox cleanup and follow-up reminders

Software & CRM Management

A CRM you don't trust is worse than no CRM at all. We clean, structure, and maintain your pipeline - deduping contacts, fixing tags, attaching documents to the right deal, and building the automations that should have been there from day one. We're certified or fluent in Follow Up Boss, kvCORE, LionDesk, Sierra, BoomTown, HubSpot, Salesforce, and the major MLS platforms. Whatever stack you're on, we'll make it work the way you thought it would.

What's included

Contact and pipeline cleanup, dedupe, and tagging
Custom automations, drip campaigns, and task templates
MLS, Zillow, and lead-source integrations
Document storage, transaction folders, and shared-drive hygiene
Monthly pipeline report so you actually know what's in the funnel

Transaction Coordination & Admin

From executed contract to recorded deed, your TC handles every checklist, deadline, and signature so you can stay in front of buyers and sellers. We work in dotloop, SkySlope, Brokermint, and your broker's compliance platform - keeping files audit-ready and broker-compliant. Beyond TC, the same assistant handles overflow admin: listing prep, MLS input, vendor scheduling, expense tracking, and anything else that's eating your Sunday.

What's included

Full transaction coordination from contract to close
Broker-compliance file management in dotloop, SkySlope, or Brokermint
Listing prep: photos, MLS input, signage, lockbox scheduling
Vendor coordination - inspectors, photographers, stagers, cleaners
Expense tracking, mileage logs, and end-of-month reports

Not sure where to start?

Book a free consult. We'll figure out which tasks to take off your plate first.

Schedule a Consult