SERVICES OVERVIEW
**This is not a complete list, please reach out to us for your specific service request!**
Administrative Tasks
- CRM Management
- Implement office systems
- Cloud based file sharing
- Set up/training on electronic signature platforms
- Proofreading
- Data Entry
- Customer Service
- Order supplies, equipment, and business gifts
- Project Management
- Social Media Management
Management and Communications
- Email and Calendar Management
- Scheduling appointments
- Microsoft Office / Google Suite templates
- Newsletter / e-blast
- Creation/ updating spreadsheets for tracking business metrics
- Set up and maintain payment transactions
- HR Assistance – client on-boarding / recruitment
- Event Coordinator
- RESEARCH – Find just the person, place or thing you’re looking for whether it’s a software solution, a hotel to host an event, or the latest technology
Transaction Coordination
Real Estate professionals looking for a licensed Transaction Coordinator, look no further.
- Thoroughly review contract and send critical dates/deadlines to all parties
- Send executed contracts and any applicable riders/addenda to all parties
- Confirm escrow deposit is received and obtain receipt
- Coordinate/confirm outside vendors
- Preform list to close services
Mobile Notary
- Travel to clients designated location to notarize documents.
- General Notary work
- Loan Signing Agent
- Wedding Officiant
- I9 Form
- School Permissions
- Verify client’s identity
- Preform notarization
Talk to us
Have any questions? We are always open to talk about your business, new projects, creative opportunities and how we can help you.