Business Support Plans
Find one that works for you or let's tailor your package to meet your specific needs
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* Support Plans start at $495 a month
Level 1: Foundation Plan

Best for - Solo agents or small business owners who need essential administrative support to stay organized and consistent.
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Up to 15 hours per month
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Task Management & Scheduling Support
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Email organization and follow-up tracking
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Document preparation and file management
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Data entry and CRM updates
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Basic client communication support & IT services
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Basic Bookkeeping
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Monthly Progress Report
Level 2: Momentum Plan

Best for: Real estate teams or growing businesses needing expanded administrative and marketing support to build momentum.
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Up to 30 hours per month
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Includes all services from the Foundation Plan, plus:
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Advanced transaction coordination (up to 2 transactions/month)
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Listing management (MLS entry, timelines, disclosures)​
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Marketing support (social media posts, flyers, or email campaigns)
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Client communication and appointment coordination
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Priority task turnaround
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Level 3: Elevate Plan

Best for: High-volume agents or business owners who want full-service assistance to elevate their productivity and focus on growth.
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Up to 50 hours per month
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Includes all services from the Momentum Plan, plus:
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Full transaction coordination (up to 4 transactions/month)
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Listing concierge services
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Small Process Improvement Projects
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CRM optimization and workflow automation setup
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Monthly analytics and performance reporting
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Dedicated communication channel for real-time updates
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Real Estate Listing Services

Listing Services offers administrative services to take your listing from preparation to presentation.​​ Per listing you get:
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Property Preparation
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Marketing & MLS Launch
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Scheduling photos & showings
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Agent & Client Communication
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Compliance & Documentation
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On-going support​
Real Estate Transaction Coordinator

​Transaction Coordinator will manage every step of your real estate transaction. Per transaction (buyer or seller) you get: ​
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Contract to Close Management
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Document & File Management
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Deadline Tracking
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Communication & Client Support
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Weekly status updates
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Vendor & Third-Party Coordination
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Compliance & Quality Assurance
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Operational Efficiency
Add - On Services

Add- On Services are specific services that you would need once:
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Website build / Design
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Custom Newsletters
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Marketing / Social Media
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More In-dept IT services
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Additional TC & listing services or other services added to one of the administrative packages
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Large scale Process Improvement Projects
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Large scale Project Management Projects
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Business or Personal Coaching
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Other



