OUR SERVICES

What You Need, When You Need it.

Transaction Coordination

We’ll handle the administrative tasks that accompany your real estate deals, with impeccable attention to detail, organization and making the process smooth for buyers and sellers.

Listing Management

After you've secured a listing, just forward the us the necessary documents. We'll take it from there, ensuring your listing goes live in MLS, all details are confirmed, and our marketing efforts make it truly shine.

Administrative Support

By streamlining administrative tasks, we can help you operate more efficiently, and ultimately enhance your overall productivity and client satisfaction.

Transaction Coordination

We’ll handle the administrative tasks that accompany your real estate deals, with impeccable attention to detail, organization and making the process smooth for buyers and sellers.

PINNACLE TRANSACTION COORDINATION PACKAGE:

INTAKE TASKS

  • Review the contract for completeness and pursue necessary parties for outstanding initials, signatures and dates

  • Send agent an email outlining important dates and contact all parties involved in the transaction including the lender, title company, client and co-op agent

  • Send introductory email and request to be included in all transaction-related communications

  • Add all dates to your digital calendar

  • Establish file in your Broker system of record, upload documents and contact information

CONTRACT MANAGEMENT

  • Coordinate the timely satisfaction and removal of all contingencies and keep you informed of the progress, including ordering HOA/Condo Docs

  • Weekly lender check in and more frequently when necessary

  • Coordinate inspections with you, the inspector, the Buyer and the co-op

  • Maintain system of record as documents are submitted, changes occur, amendments are made, etc.

  • For Sellers: order payoffs and tax, water & sewer certs.

  • Send detailed email requesting home warranty selection and follow up until selection is made

PRE-CLOSING

  • Provide clients with reminders to connect or disconnect all necessary utilities and to secure homeowner’s insurance

  • Verify loan commitment with client’s lender, provide copies and notify you of any problems in underwriting

  • Order and review the title report. Notify you of any issues and help to resolve

  • Schedule final walkthrough and closing with your clients, the title company and you

POST-CLOSING

  • Obtain final signed closing disclosures and upload to your system of record

  • Provide a congratulatory letter to your buyer(s) or a thank you letter to your seller(s) prompting them to leave a review for you with clickable links

  • Design Just Sold postcards and send out to the demographic of your choice (postage paid separately)

  • Add client to your contact database with new address and email to be added to your past client drip campaign

Listing Management

Take the pressure off yourself and allow the Pinnacle VA Solutions listing team to set your listing live with accuracy and attention to detail! Within our 48-hour guarantee, you will be equipped with a full property brochure, social media posts, a one-page flyer, an e-blast, and Just Listed postcards designed and sent!

PINNACLE LISTING MANAGEMENT PACKAGE:

BACK OFFICE SUPPORT

  • Enter listing into your Broker System of Record

  • Enter listing into MLS

  • Order property photography using your preferred vendor

  • Coordinate virtual tour appointment if service is separate from the photography session

  • Professional Copy for MLS & Advertising

MARKETING

  • Create a full property brochure, branded with your logo and agent information, one-time fee of $50

  • Create one page flyer also branded with your logo and agent information

  • Post to agent's social media platforms with branded custom images

  • Verify the listing on Zillow

  • Enhance the listing on Realtor.com

  • Design Just Listed Postcards (postage & printing fee separate)

CLIENT SUPPORT

  • Send Welcome/Intro Email to Seller

  • Act as single point of contact for any questions or concerns

  • Obtain/Request utility averages from the client

Admin & Document Prep

Let our administrative experts handle the details, so you can focus on closing deals and building client relationships. By streamlining administrative functions, we can help our agents operate more efficiently, and ultimately enhance their overall productivity and client satisfaction.

Administrative support services are crucial for real estate agents, as we handle the time-consuming tasks that allow agents to focus on client interactions and property deals. Delegating administrative responsibilities can help reduce the stress and burnout associated with managing multiple tasks simultaneously. With administrative tasks managed effectively, agents can concentrate on building relationships, closing deals, and expanding their business.

  • Coordinate Appointments: Schedule and confirm meetings with clients and partners

  • Brochure Design: Create visually appealing brochures to showcase properties and services

  • Design Listing Presentation: Develop professional presentations for property listings

  • Greeting Cards: Send personalized greeting cards for birthdays, holidays, and special occasions

  • Contract prep: Draft Buyer/Listing agreements and obtain signatures

Ready to Get Started?

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