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Detailed list of our specialized real estate services

• Call the owners of properties listed by the brokerage to schedule showings, closings, or inspections
• Prepare CMAs and BPOs and prepare presentation
• Compile listing packages
• Input listings into Multiple Listing Service (MLS) and handle Multiple Listing Service changes
• Website development and maintenance
• Website content
• Secure public information from a courthouse, sewer district, water district, or other repository of public information
• Draft advertising copy and promotional materials for approval by a licensee
• Place advertising
• Prepare listing presentations
• Complete contract forms with business and factual information at the direction of and with approval by the REP
• Monitor licenses and personnel files
• Order items of routine repair as directed by the REP
• Purchase and send closing gifts to clients
• Place routine telephone calls on late rent payments
• Coordinate direct mail campaigns
• Create flyers and brochures
• Maintain mailing lists and databases
• Capture leads from websites and monitor email drip campaigns
• Deliver documents such as offers and counter-offers
• Address and mail open-house invitations and thank you notes to open-house attendees
• Mail copies of ads to sellers
• Communicate with sellers and buyers regarding delivery or pick-up of keys
• Order legal description and plot plan at the direction of the REP
• Assist with organization of agent tour
• Assemble For Sale By Owner and expired leads for follow up by REP
• Mail Expired and For Sale By Owner (FSBO) letters
• Communicate with escrow officer/branch escrow secretary to keep up to date on all activities during the escrow period
• Inform seller or buyer of title transfer and deliver or pick up keys
• Gather the names, addresses, and phone numbers of all parties to the transaction, including sellers, buyers, REPs, loan officer, Title Company, etc.
• Keep calendar of all-important dates, i.e., loan application, loan approval, inspections, satisfaction of contingencies, title transfer, etc.
• Process incoming and outgoing referrals at the request of the REP
• Perform bookkeeping activities
• Transaction management (consisting of some, but not all below):
  — Communicate with escrow officer/branch escrow secretary to keep up to date on
      all activities during the escrow period
  — Inform seller or buyer of title transfer and deliver or pick up keys
  —  Gather the names, addresses, and phone numbers of all parties to the
       transaction, including sellers, buyers, REPs, loan officer, Title Company, etc.
  —  Keep calendar of all-important dates, i.e., loan application, loan approval,
       inspections, satisfaction of contingencies, title transfer, etc.  

• Perform other administrative, clerical, and personal activities for which a license is not required.

Tasks that that can be performed for Milwaukee, WI or Twin Cities, MN area real estate professionals

• Take digital photos of properties and create virtual tours
• Answer the telephone, take messages, and forward calls to the REP
• Assemble documents for a closing. Secure public information from a courthouse, sewer district, water district, or other repository of public information
• Complete contract forms with business and factual information at the direction of and with approval by the REP
• Monitor licenses and personnel files
• Act as a courier to deliver documents, pick-up keys, etc.
• Deliver documents such as offers and counter-offers
• Install and remove lock boxes

Portions of this text used with permission of the
International Virtual Assistants Association (IVAA)

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