Pro Agent Virtual Services
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 They Can Focus On Client Interactions And Sales!
Our Fees
Part-Time Virtual Assistant
20 Hours/Week
Full-Time Virtual Assistant
40 Hours/Week
Please contact us directly for detailed pricing information.
General Admin Services
1
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
2
CRM
- Update Notes
- Update Pipelines
- Monitor/Complete Tasks
3
- Monitor agent's email
- Update calendar
4
DotLoop
- Upload documents
- Prepare documents for initials/signatures
- Complete tasks
- Check all contract documents for completeness
- Organize documents (sort, rename, time/date stamp)
5
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- Update status as needed (Pending, Sold, Withdrawn)
- 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 into ShowingTime
- Input properties in agent website
- Post open house dates
6
Additional Admin Duties
- Coordinate septic requests
- Request to schedule inspections
- Monitor Communication Platforms (e.g., 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
Custom graphics and visual content for your brand
Video Editor
Professional video editing for listings and marketing
Social Media Management
Full management of your social media presence
Closing Services
1
Initial Communication & Setup
- 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
2
Tracking & Follow-ups
- 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
3
Pre-Closing Logistics
- Order Home Warranty
- 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
4
Financial & Finalization
- 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
Contact Us
Ready to boost your real estate sales? Let's get started!
Service Options
Part-Time Virtual Assistant — 20 Hours/Week
Full-Time Virtual Assistant — 40 Hours/Week