Services
Sovereign Trust
Transaction Cordinating
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.
Package Includes:
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; introduce myself and request that all paperwork and communications related to the transaction flow through me.
Add all dates to your digital calendar.
Establish file in your Broker system of record, upload documents and contact information.
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.
Coordinate the timely satisfaction and removal of all contingencies and keep you informed of the progress, including ordering HOA/Condo Doc’s
Weekly lender check in and more frequently when necessary.
Coordinate inspections with you, the inspector, the Buyer and the co-op.
On-going system of record maintenance as documents are submitted, changes are made via amendment, and we work through the transaction process.
For Buyers: Collect 2nd Deposit check from Buyer and forward to listing agent.
For Sellers: order payoffs and tax, water & sewer certs.
Send detailed email requesting home warranty selection and follow up until selection is made.
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.
Sovereign Trust
Listing Management
Take the pressure off yourself and allow the Sovereign Trust listing team to set your listing live with accuracy and attention to detail! Within our 48-hour guarantee promise, 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!
Package Includes:
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 write for MLS & Advertising.
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 agents social media platforms with branded custom images.
Verify the listing on Zillow.
Enhance the listing on Realtor.com
Add/Update property on agents web site.
Design Just Listed Postcards (postage & printing fee separate).
Posts to up to 3 Realty/Online websites of the clients choosing.
Send Welcome/Intro Letter to Seller.
Act as single point of contact for any questions or concerns.
Obtain/Request utility averages from the client.
Sovereign Trust
Marketing + Admin
Designing social media posts, creating brochures, setting up appointments, and handling your office while you are out of town. This is just a small list of tasks that we can handle with ease and professionalism that ensures your business is moving full speed ahead and you focus on income producing activities.
Package Includes:
Below are a few of the marketing + administrative tasks we can handle for you! If you have something else in mind, don’t be afraid to reach out and ask. We’d love to discuss your needs and see what we can do to assist!
Calendar Management
Appointment Setting
Blog Writing
Postcard Design + Ordering
Travel Logistics
Research
Editing
Logo Design
Business Card Design
Brochure Design
Design Listing Presentation
Newsletter Set-up & Management
Email Management
Property Management Secretary
Liaison between Contractors & Agent
Client follow-ups
Client gift purchases, greeting cards (birthday & holidays, etc.)