CONCIERGE Services

  • Access to Agent Property Portal & mobile app for contract information, timelines, and documents

  • Create broker compliance file

  • Introductory communication to all transaction parties

  • Review all transaction documents for accuracy

  • Secure missing signatures and paperwork for compliance file

  • Communicate timeline prompts & reminders

  • Execute contract addenda and distribute to appropriate parties

  • Order Deed Packages when applicable

  • Assist with coordination of final walkthrough and closing

  • Order escrow funds release when applicable

  • Review preliminary ALTA/HUD for accuracy

  • Settlement week communication to all parties

  • Post-settlement "Thank You/Review Request" to client on behalf of agent (Template & Links provided by Agent)

 

  • Communicate with co-op agent, title, and other parties involved

  • Order mortgage payoffs

  • Order Use and Occupancy permit when applicable

  • Order L&I for Philadelphia properties

  • Order the 3407/5407 when applicable

  • Order tax, trash, water, & sewer certs as needed

  • Review title and work with title officer to address concerns

  • Order escrow funds release when applicable

  • Prepare Conveyancing fee sheet for title

  • Deliver seller conveyancing documents to title

  • Order Deed Packages when applicable

  • Remain available for your questions through entire process

  • Access to Agent Property Portal & mobile app for Conveyancing information, timelines, and documents

|  CONVEYANCING

   & CONTRACT TO CLOSE PACKAGE

|  DUAL AGENCY CONTRACT TO CLOSE

|  CONVEYANCING

   & DUAL AGENCY CONTRACT TO CLOSE

We only get paid if you get paid. Contract to Close & Conveyancing charges due at time of settlement.

|  PRE-LISTING

   & LISTING CONCIERGE PACKAGE             $250*

  • Includes services outlined in Pre-Listing and Listing services listed below

|  PRE-LISTING CONCIERGE                           $50* (24/hr rush +$25)

  • Pull public property record from Bright

  • Verify municipality requirements

  • Create listing paperwork in agent document prep program including broker/team specific docs

  • Pull comps

  • Create up to three Estimated Closing Cost sheets

  • Access to Agent Property Portal & mobile app for quick pre-list requests

|  LISTING CONCIERGE                                   $200*

  • Create Broker compliance file

  • Submit Office Exclusive form to Bright when applicable

  • Review all file docs for accuracy & compliance

  • Verify municipality requirements

  • Collect utility information when requested

  • Communicate timeline prompts & reminders

  • Write listing description

  • MLS listing detail input and document upload

  • MLS status changes during pre-list/listing phase (Coming Soon & Active)

  • MLS revisions during listing period

  • Access to Agent Property Portal & mobile app for quick listing prep requests, property details, timelines, and documents

|  OFFER CONCIERGE                                    $75*

  • Pull public property record from Bright

  • Verify Bright MLS data

  • Upload Seller Disclosures for Buyer review and signatures

  • Create offer paperwork in Agent document prep program including broker/team specific docs

  • Secure offer signatures once Agent approval is granted

  • Submit Offer on behalf of Buyers Agent

  • Access to Agent Property Portal & mobile app for quick offer prep requests

|  COMPLIANCE CONCIERGE.                     $75*

  • Create Broker compliance file

  • Review all file docs for accuracy and compliance

  • Upload all documents to Broker compliance system

  • Submit commission request on behalf of agent

  • Access to Agent Property Portal & mobile app for quick compliance requests

|  COMMISSION CONCIERGE                      $25*

  • Submit commission request on behalf of agent

* Services are invoiced upon order completion and billed on the first of each month.