You keep saying you'll get organized when things slow down…
Let's be honest. Things never slow down. There's always a showing, an offer, or a client who needs you right now. So let's get you organized.
LET’S WORK together
01
Accountant Ready
in Minutes
Hand your whole year of transactions to your accountant in one go.
02
Marketing you can Trust
Outreach goes out on time to valid addresses and emails.
03
Every deal handled
Documents out and deadlines met, without you chasing a single acknowledgement.
Year-End Records Package
Every transaction for the year checked across your email, Matrix/Realm, e-sign account, and transaction software. Missing signatures chased, folders completed, and records ready for your accountant, your brokerage, or an audit.
WHAT’S INCLUDED
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I check each transaction across your email, Matrix, e-sign account, and transaction software, and upload anything that only lived in your inbox, from listing packages to amendments and seller’s directions.
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Missing signatures, initials, and dates are followed up to completion, and every file is reviewed page by page against your brokerage and board requirements.
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Everything is renamed and filed consistently, with a clean summary of the year’s closed transactions to hand straight to your accountant.
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Anything that couldn’t be resolved is listed with what’s missing and why, so nothing is left as a surprise.
STARTING AT
$750
CRM CLEAN UP
Duplicates merged, contacts updated, and every birthday, anniversary, and closing date checked against your files, so your marketing goes out right the first time.
WHAT’S INCLUDED
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Duplicate records are combined into one, and outdated emails, phone numbers, and addresses are corrected wherever your files have newer information.
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Birthdays, home purchase anniversaries, closing dates, family, pets, and anything else you track are pulled from your signed documents, e-sign records, and email, and added to each client’s record.
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Contacts are tagged into clear groups like past clients, active leads, sphere, and vendors, with the fields you care about set up the same way across your whole database.
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A short report of what was changed, what was merged, and anything that couldn’t be confirmed, so you know exactly which details to double-check. each transaction across your email, Matrix, e-sign account, and transaction software, and upload anything that only lived in your inbox, from listing packages to amendments and seller’s directions.
STARTING AT
$350
Transaction Coordination
From the moment a lead comes in to the day the file is archived, I handle the paperwork on your buyer and seller deals. Documents prepared and tracked, conditions managed, deal updates sent, compliance verified, and closing coordinated, all inside the systems you already use.
When a compliance request comes in, everything is already where it should be.
WHAT’S INCLUDED
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New leads go into your CRM the moment they come in, and once a listing or buyer representation agreement is signed, I prepare it, send it for signature, and open the file with its checklist so the deal starts in compliance.
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I book the photographer, stager, lockbox, sign install, and other vendors for your listings, and draft offers so they’re ready to sign the moment your buyer is.
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Signatures and initials are placed and followed up to completion. Conditions, amendments, notices of fulfillment, and status certificates are tracked to their deadlines, and every document is checked page by page against your board’s compliance requirements.
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Lawyers, lenders, and final documents are coordinated through closing day, with deal updates going to everyone who needs them, and your file is archived to your brokerage’s retention requirements so you can find it in seconds later.
STARTING AT
$450
Selling is your jam.
Paperwork is mine.
Reading a room, negotiating, knowing exactly what to say to a nervous first-time buyer. That's your gift. Paperwork? Not so much, and that's fine, because it's mine.
I'm a genuine file nerd. I love a complete folder, a clean CRM, and a signature tracked down to the last initial. The selling part? I'll happily leave that to you.
LET ME TAKE A LUCKY GUESS
48
Transactions coordinated in 13 weeks for one team.
100+
Transactions for a single agent over 18 months.
200+
Transactions coordinated across a brokerage in one year.
Catherine knows the real estate business inside & out and is extremely efficient with transaction paperwork.
She anticipates my needs and acts quickly on time-sensitive items. During my busiest time of year, she was a Godsend with my transaction paperwork and I could trust her to competently handle tasks while I focused on client-facing work.
BRENDA BAKER
