Transaction Coordination info

Buyer has accepted offer - $350

  1. Send me the accepted offer and CC me on an email thread with the listing agent: “Georgia is my transaction coordinator, please keep her cc’d on all communication and let her know who the sellers are using as an attorney so that she can connect everyone.”

  2. Let me know the contact info for who your buyer is using as their attorney.

  3. I’ll take care of:

    • uploading all paperwork throughout the deal into My Deals

    • Linking all parties via email

    • Keeping dates organized

    • Providing your commission statement

    • Filling out worksheet for your payment

Listing Side: Option 1

$350

    • Uploading of all forms into My Deals/TM

    • Listing Concierge Choice (if applicable)

    • Linking all parties via email

    • Keeping dates organized

    • Commission worksheet for payment

Listing Side: Option 2

$400

    • Basic created in MLS (does not include filling out listing info)

    • Photos/docs uploaded into MLS

    • Scheduling of smoke certificate

    • Requesting of final water bill

Listing side: Option 3

$500

    • MLS listing filled out

    • MLS listing description written

  1. Send me listing paperwork

  2. Fill out this form if you are choosing options 2 or 3

  3. Send me accepted offer when you get one and CC me on an email thread with the buyer’s agent: “Georgia is my transaction coordinator, please keep her cc’d on all communication and let her know who the buyers are using as an attorney so that she can connect everyone.”

  4. I’ll take care of:

    • uploading all paperwork throughout the deal into My Deals

    • Linking all parties via email

    • Keeping dates organized

    • Providing your commission statement

    • Filling out worksheet for your payment

    • Coordinating final water bill and smoke inspection (option 2 or 3)

Need help with Marketing?

Below is a summary of the tools Coldwell Banker offers, as well as additional services I offer through my brand. You can outsource any project to me for a rate of $50-$75 an hour, depending on the complexity of the task.

If interested, all inquiries come with a Consultation Call before project begins to determine needs and cost. Full or half payment due at time of officially booking the service.

Design Inquiry

Listing related

Listing Concierge

  • 4 options to choose from, varying deliverables and costs

  • You'll get a LC coordinator that takes care of everything

  • An ad automatically created through homespotter to market your listing (once the ad is done running, you can export the list of people that clicked on it to add to your sphere!)

Xpress Docs

  • Designs you can print related to your listing

Georgia

  • Help with Xpress Docs (tutorial or create for you)

  • Choose a Transaction Coordination package (3 options) depending on how much assistance you would like with you listing

personal branding

Design Concierge

  • Grow your personal brand with custom designs related to your brand

Moxi Website

  • Your website already exists through Coldwell Banker. Make it live, and edit it to your liking!

Market Quest

  • Share your knowledge of the market with your following of the market with aesthetically pleasing and user friendly area reports

Georgia

  • Help with Design Concierge (tutorial or create for you)

  • I'll make your Moxi website for you, or design a completely custom website for you not on the Coldwell Banker Platform

  • Blogging: Stand out to your clients with a biweekly, monthly or quarterly blog. You provide the topic, and I'll provide the content for you to share in your emails, website, or social media

social media

Xpress Docs

  • Free social media tiles

Market Quest

  • Social media tiles of market snap shots

Georgia

  • Help with Xpress Docs (tutorial or create for you)

  • Content calendar of posting ideas

  • Refresh or design your instagram page with things such as: optimize your bio, create a link, highlight creation, hashtag research, etc.

  • Monthly post creation

Email Marketing

Moxi Engage

  • Personalized drip campaigns

Prospect Square

  • Area reports, less personalized than Engage

Georgia

  • Email newsletter copywriting, to be used in Engage or the email marketing system of your choice

off markets/coming soons

Moxi Impress

  • Tools for creating what Listing Concierge creates for MLS listings. Perfect for off market, coming soon, or buyer related transactions that you want to promote.

Georgia

  • Help with Moxi Impress (tutorial or create for you)

  • Property Sites if you are looking to create a site for an off market or coming soon listing

other

Help Center

  • Find a variation on all tiles on CB desk. Click for recorded trainings, FAQs, etc for any tile you want to learn more about

CBU Learning Center

  • Live trainings nationwide to learn about the market, transaction related tools, marketing tools and more.

Georgia

  • Tutorials on any of the above platforms

Just for you:

Simple instagram tips

Free Download