Our Mission

Our mission is to effectively help YHSGR Agents with their back end logistics, so their agents can focus on Client interactions and sales.
Learn How Our Virtual Assistants Can Help Boost Your Real Estate Sales!

Our Mission

Our mission is to effectively help YHSGR Agents with their back end logistics, so their agents can focus on Client interactions and sales.
Learn How Our Virtual Assistants Can Help Boost Your Real Estate Sales!

General Admin Services

Contracts

  • Prepare Offers
  • Prepare Amendments
  • Prepare Addendums
  • ​Prepare Counter Offers
  • ​QC all executed contracts and associated docs
  • Notify agent of any missing initials/signatures, incomplete blanks on contract documents and/or missing docs

CRM

  • Update Notes
  • Update Pipelines
  • Monitor/Complete Tasks

Email

  • Monitor agents email
  • Update calendar

DotLoop

  • Upload documents
  • Prepare documents for initials/signatures
  • ​Complete tasks
  • ​Check all contract documents for completeness
  • ​Organize documents (sort, rename, time/date stamp

MLS

  • Input listing data and make it Live when ready
  • Upload photos to MLS & add Photo Descriptions
  • ​Update price reductions
  • Update status as needed
  • Pending
  • ​Sold
  • ​Withrawn
  • Send a copy of MLS Listing to agent & client for review & approval
  • ​Send email to agent & Seller(s) once listing is active in MLS
  • ​Enter showing information info Showing Time
  • ​Input properties in agent website
  • ​Post open house dates

Additional Admin Duties

  • Coordinate Septic Requests
  • Request to schedule inspections
  • ​Monitor Communication Platforms, IE, slack, teams
  • Send weekly updates to agent of pending #s and info
  • ​Coordinate pending file with closing dept
  • ​Communicate with Closing Dept if contract falls through
  • ​Order signage for active listings
  • ​Schedule photographer, stager, sign & lockbox install

Data Tracking

  • Update agents pipeline
  • Log # of VIPs signed
  • Log # of offers sent
  • ​Log # of pending
  • Log YTD appts set
  • ​Listen to ISA phone calls
  • ​Provide Reports with data requested

Social Media

  • Graphic Designer
  • ​Video Editor
  • Social Media Management

Closing Services

  • Email the executed contract to the co-broke agent, title & lender
  • ​Introduction email to client, co-broke agent, escrow officer & lender
  • Track receipt of contract from title
  • ​Track delivery of earnest money deposit & option fee
  • ​Weekly follow-ups with Title and Lender
  • ​Track Survey, T-47, Seller Disclosure, and other document due dates
  • ​Track contingency dates and send out 48 hour reminders
  • ​Order Home Warranty
  • ​Weekly updates to all parties after option period
  • ​Schedule clients closing
  • Email clients and agents of closing date
  • ​Remind clients to bring IDs to closing
  • Pre-closing utility connect/disconnect reminders
  • Pre-closing reminders to forward mail, cancel monitoring and lawn services
  • Reminders to transfer all smart home access information
  • ​Prepare CDA and send to escrow officer
  • Review preliminary settlement statement
  • Once approved, send to agent and client
  • Send congratulations email to client once file has funded
  • ​Gather and file final settlement statement upon successful closing

Learn How Our Virtual Assistants Can Help Boost Your Real Estate Sales!