PACKAGES

What You Need, When You Need it.

We recommend a 3-month engagement to establish systems, streamline workflows, and deliver consistent quality.

Administrative Services

Essential Administrative Package

Price: 💲900/month | 20 hrs @ $45/hr

Includes:
• Calendar management & scheduling
• Email inbox organization & response drafting
• File & document organization (Google Drive, Dropbox, etc.)
• Data entry & database updates
• Research & report preparation
• Meeting coordination & notes
• Travel arrangements & itinerary support

Professional Administrative Package

Price: 💲1,800/month | 40 hrs @ $45/hr

Includes Everything in Essential, plus:
• Client communication & follow-up
• Invoice & payment tracking
• Budget monitoring & expense reporting
• Proposal & contract preparation
• Spreadsheet creation & reporting tools
• Task prioritization & workflow organization

Executive Essentials

Executive Essentials Package

Price: 💲1,800/month | 40 hrs @ $45/hr

Includes:
• Executive calendar and inbox management
• Meeting coordination and preparation
• Travel planning and itinerary creation
• Document drafting, editing, and presentation support
• Client communication and follow-up management
• Expense tracking and reporting
• Confidential correspondence handling
• Workflow optimization and system organization

Executive Administrative Suite

Price: 💲2,700/month | 60 hrs @ $45/hr

Includes Everything in Professional, plus:
• Multi-department coordination
• Policy or SOP (Standard Operating Procedure) documentation
• Vendor & partner communication
• Internal reporting & administrative oversight
• Weekly task updates & progress tracking

HR/Business Operations

Essential HR Operations Package

Price: 💲1,200/month | 30 hrs @ $40/hr
Includes:
• Employee record & HRIS updates (Workday, ADP, etc.)
• Job postings, candidate screening & interview scheduling
• New hire onboarding documentation
• Policy and procedure updates
• Payroll coordination support
• Compliance and personnel file organization

Advanced HR Operations Package

Price: 💲1,800/month | 40 hrs @ $45/hr
Includes Everything in Essential, plus:
• Benefits administration assistance
• Performance tracking & employee communication management
• Internal workflow and reporting setup
• Audit & compliance preparation
• Exit process and offboarding coordination

Healthcare Operations

Standard Healthcare Operations Package

Price: 💲1,200/month | 30 hrs @ $40/hr
Includes:
• Patient data entry & record management
• Scheduling & calendar coordination
• Medical billing or claims tracking
• Provider credentialing support
• Document preparation & policy organization
• HIPAA-compliant file management

Advanced Healthcare Operations Package

Price: 💲1,800/month | 40 hrs @ $45/hr
Includes Everything in Standard, plus:
• Compliance documentation & reporting
• Onboarding/offboarding coordination
• Audit & inspection preparation
• Insurance verification support
• Workflow optimization for administrative staff

Listing Management

Basic Listing Management Package

Price: 💲350 per listing
Includes:
• MLS listing entry & updates
• Document and disclosure management
• Listing coordination with sellers & photographers
• Appointment scheduling for showings & inspections
• Transaction file setup and compliance tracking

Premium Listing Management Package

Price: 💲550 per listing
Includes Everything in Basic, plus:
• Marketing coordination (flyers, open house materials, etc.)
• Weekly listing performance reports
• Agent-seller communication updates
• Offer management and document tracking
• Smooth transition to transaction coordination

Transaction Coordination

Standard Coordination Package

Price: 💲450 per transaction
Includes:
• Contract-to-close management
• Document review & compliance tracking
• Communication with buyers, sellers, lenders & title companies
• Deadline monitoring and task updates
• Final file organization and brokerage submission

Premium Coordination Package

Price: 💲650 per transaction
Includes Everything in Standard, plus:
• Listing-to-contract support
• MLS entry and coordination
• Inspection, appraisal & repair tracking
• Client progress updates and agent reporting
• Post-closing follow-up and document archiving

Transaction Coordination

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.

CC TRANSACTION SERVICES TRANSACTION COORDINATION PACKAGE:

INTAKE TASKS

  • 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.

CONTRACT MANAGEMENT

  • Coordinate the timely satisfaction and removal of all contingencies and keep you informed of the progress, including ordering HOA/Condo Docs.

  • 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.

PRE-CLOSING

  • 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.

POST CLOSING

  • 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.

Listing Management

Take the pressure off yourself and allow the CC Transaction Services listing team to set your listing live with accuracy and attention to detail! Within our 48-hour guarantee, 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!

CC TRANSACTION SERVICES LISTING MANAGEMENT PACKAGE:

BACK OFFICE SUPPORT

  • 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 for MLS & Advertising.

MARKETING

  • 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 agent's social media platforms with branded custom images.

  • Verify the listing on Zillow.

  • Enhance the listing on Realtor.com.

  • Add/Update property on agent's website.

  • Design Just Listed Postcards (postage & printing fee separate).

CLIENT SUPPORT

  • Send Welcome/Intro Letter to Seller.

  • Act as single point of contact for any questions or concerns.

  • Obtain/Request utility averages from the client.

Administrative/Executive Support

Let our administrative experts handle the details, so you can focus on closing deals and building client relationships. By streamlining administrative functions, we can help our agents operate more efficiently, and ultimately enhance their overall productivity and client satisfaction.

Administrative support services are crucial for real estate agents, as we handle the time-consuming tasks that allow agents to focus on client interactions and property deals. Delegating administrative responsibilities can help reduce the stress and burnout associated with managing multiple tasks simultaneously. With administrative tasks managed effectively, agents can concentrate on building relationships, closing deals, and expanding their business.

  • Manage Schedules: Organize and optimize daily calendars.

  • Coordinate Appointments: Schedule and confirm meetings with clients and partners.

  • Maintain Client Databases: Update and manage client information for easy access and follow-up.

  • Blog Writing: Craft engaging and informative content to enhance your online presence.

  • Travel Logistics: Arrange travel plans, including bookings and itineraries.

  • Brochure Design: Create visually appealing brochures to showcase properties and services.

  • Design Listing Presentation: Develop professional presentations for property listings.

  • Newsletter Set-up & Management: Design and manage regular newsletters to keep clients informed.

  • Client Gift Purchases: Select and purchase thoughtful gifts for clients to show appreciation.

  • Greeting Cards: Send personalized greeting cards for birthdays, holidays, and special occasions.

Ready to Get Started?

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