Operational Support
Email Management
We organize and manage incoming emails, filter important messages, respond where appropriate, and maintain a clean, well-structured inbox. From client inquiries to vendor communication, we ensure everything is handled promptly and professionally. We create automation to keep communication streamlined and easy to navigate across platforms.
Calendar & Scheduling Management
We coordinate appointments, manage reminders, block focus time, and keep your calendar running smoothly. We manage showings, inspections, offers, deadlines, and vendor coordination. We keep calendars synced across devices, set reminders and notifications, and make sure priorities are organized for better time management.
Client Coordination
We manage client interactions from start to finish - responding to questions, sending updates, preparing documents, and ensuring a seamless communication experience. This includes buyer/seller updates, showing feedback, transaction touchpoints, and relationship-nurturing communication. We make sure every client feels supported, informed, and valued.
File Organization
We build and maintain structured digital filing systems, organize documents, and ensure easy access to everything you need. We work with platforms like ZipForms, DocuSign, Dotloop, SkySlope, Google Drive, OneDrive, and Dropbox to streamline workflows and ensure documents are accurate, compliant, and easy to retrieve at any time.
Project Management
We track tasks, manage timelines, coordinate with team members, and keep your projects moving from start to finish. Whether it’s launching a new initiative, preparing marketing materials, or managing multi-step client processes, we ensure nothing falls through the cracks and every detail stays on schedule.
Vendor & Team Coordination
We manage communication with team members, clients, and vendors - coordinating schedules, follow-ups, updates, and action items. We handle communication with consistency and care, send reminders and updates, nurture relationships, and keep everyone aligned on next steps.
Reporting & Insights
We prepare weekly or monthly reports summarizing activities, pipeline status, communication logs, project progress, or performance metrics. We analyze patterns, identify process improvements, and use the right tools to strengthen operations. Our reporting helps you make informed, confident decisions while staying ahead of operational needs.
SOPs & Systems Setup
We create step-by-step workflows and procedures, organize your tools, and build systems that support your daily operations. This includes CRM setup, onboarding workflows, automation mapping, and detailed SOPs for repeatable tasks - helping your business operate with clarity and consistency.
Workflow Structure
We help identify what should be delegated, map out responsibilities, and design efficient workflows tailored to your business. Perfect for growing teams or busy entrepreneurs who need clear structure. We streamline processes so your operations stay lean, organized, and scalable.
AI & Automation Setup
We integrate AI across workflows to make operations smarter and faster. We use tools for automated document sorting, AI chatbots to handle client inquiries, and AI-driven analytics to generate actionable insights. We implement automations to streamline repetitive tasks, improve speed and accuracy, and give you back hours each week - while still keeping a human touch where it matters.
CRM Management
We update contacts, nurture leads, categorize buyers/sellers, log follow-ups, maintain pipeline accuracy, track interactions, and keep your CRM functioning smoothly. We also provide customer support, customize systems to match business needs, run targeted campaigns, and ensure every platform stays perfectly synced. We work with platforms like KVCore, KW Command, Chime, Follow Up Boss, Brivity, LionDesk, Zoho, and Lofty to ensure nothing is missed and every lead moves smoothly through your pipeline.
Transaction Coordination Support
We assist with offer preparation, schedule inspections, manage deadlines, organize paperwork, send reminders, and communicate with all parties involved. We ensure all transaction documents are accurate, properly stored, and submitted on time - supporting a stress-free closing process.
Listing Coordination
We prepare listing materials, schedule photography, create feature sheets, coordinate showings, and ensure all listing documents are organized and submitted. We maintain listing checklists, track deadlines, and support your marketing rollout to ensure each listing is presented professionally and consistently.
MLS Support
We prepare and upload MLS listings, enter property details, verify data accuracy, and ensure compliance with MLS requirements. We assist with comparative market analyses (CMAs), monitor market updates, and provide reporting and analytics to support better client conversations and listing decisions.
Let’s Work Together
Let’s connect and discuss how we can enhance your operations and accelerate your growth.