additional services

Possible additional services and activities include:

Buyer Coordinator

• Prepare buyer brokerage agreement and required disclosures, and obtain necessary signatures and initials to ensure file compliance.
• Gather buyer pre-approval letter or proof of funds.
• Enter buyer home search criteria into the MLS and set up an auto email.
• Draft buyer offers and send for signatures and initials.

Marketing Assistant

• Input client information into the client database, and update as needed.
• Manage the 36 touch and 12 direct systems.
• Create and send anniversary CMAs.
• Send birthday cards and holiday cards.
• Send homestead exemption reminders.
• Create buyer and seller consultation packages.
• Summarize quarterly statistics into a client handout.
• Create marketing materials, such as business cards, stationery, brochures, flyers, handouts, mailers, postcards, yard signage, and social media graphics.
• Order marketing swag and giveaways.
• Create and send email blasts and newsletters.
• Create and order items for client pop-bys.
• Update agent website and social media accounts.
• Pull circle prospecting lists.
• Email listings to reverse prospecting list.
• Prepare and mail golden letters.
• Coordinate client and vendor appreciation events and contests.
• Send referral gifts and client gifts.
• Obtain and publish client testimonials.
• Track closings, gross commission earned, listing statistics, and lead source statistics.

The following services and activities will NOT be offered:

• Property management.
• Sourcing, interviewing, or hiring employees for the agent.
• Email or calendar management.
• Lead tracking, lead follow-up, and lead generation calls.
• Door knocking or cold calls.
• Hosting open houses.
• Determining list price or offer price.
• Drafting inspection amendments.
• Negotiations.
• Delivering bad news to the client or cooperating agent.
• Presenting offers to a seller.
• Coordination of repairs, renovations, movers, utility service transfer, or house cleaning.