base MANAGEMENT 

   Transaction Manager: Residential Only

   Set-up Project Management Time Line

   Scrub Contract and Counter (all documents)

   Scrub for Signatures On All Documents

   Pull and Upload MLS or Property Record

   Send Buyer’s Information to Title {Buyer}

   Order Title {Seller}

   Order Survey (ILC/ISP) {Buyer or Seller}

   Order Inspections

   Send Intro eCalendar and Email to Other Agent

   Send Contract/Counter to Buyer’s Lender {Buyer}

   Send Intro Email and eCalendar

   Upload/Deliver Earnest Money to Lender {Buyer}

   Upload Title (and updated Title)

   Review all documents for signatures

   Get Client ready for Closing

 

Agent:

   o    Gather and Deliver Contract items

   o    Inspection Objection

   o    Title Objection

   o    Due Diligence Objection

   o    Association Docs Objection

   o    Off-Record Title Objection

   o    Appraisal Objection

   o    Loan Objection

   o    Send Inspection Resolutions/AE to Title

   o    Deliver Survey to Title and Other Agent 

   o    Watch Transaction for contract dates

   o    Confirm Closing

   o    Receive Title Closing Package

   o    Send Final Closing Package to Client

   o    Send Broker Closing Package

 Contact us on how chosing this option will best benefit you

prime MANAGEMENT 

   Transaction Manager: Residential Only

   Set-up Project Management TimeLine

   Scrub Contract and Counter (all documents)

   Scrub for Signatures On All Documents

   Pull and upload MLS or Property Record

   Send Buyer’s Information to Title {Buyer}

   Order Title {Seller}

   Order Survey (ILC/ISP) {Buyer or Seller}

   Order Inspections

   Send Intro eCalendar and Email to Other Agent

   Send Contract/Counter to Buyer’s Lender {Buyer}

   Send Intro Email and eCalendar 

   Gather and Deliver Contract items

   Upload and Deliver Earnest Money to Lender

   Upload Title (and updated Title)

   Send Inspection Resolutions/AE to Title/Lender

   Deliver Survey to Title and Other Agent 

   Watch Transaction for contract dates

   Review all documents for signatures

   Confirm Closing

   Get Client ready for Closing

   Receive Title Closing Package

   Send Final Closing Package to Client

   Send Broker Closing Package

  Agent:

   o    Inspection Objection

   o    Title Objection

   o    Due Diligence Objection

   o    Association Docs Objection

   o    Off-Record Title Objection

   o    Appraisal Objection

   o    Loan Objection

 Contact us on how chosing this option will best benefit you

vital MANAGEMENT 

 Transaction Manager: Residential and Commercial

  Set-up Project Management TimeLine

  Scrub Contract and Counter (all documents)

  Scrub for Signatures On All Documents

  Pull and upload MLS or Property Record

  Send Buyer’s Information to Title {Buyer}

  Order Title {Seller}

  Order Survey (ILC/ISP) {Buyer or Seller}

  Order Inspections

  Send Intro eCalendar and Email to Other Agent

  Send Contract/Counter to Buyer’s Lender {Buyer}

  Send Intro Email and eCalendar 

  Gather and Deliver Contract items

  Upload and Deliver Earnest Money to Lender

  Upload Title (and updated Title)

  Send Inspection Resolutions/AE to Title/Lender

  Deliver Survey to Title and Other Agent 

  Watch Transaction for contract dates

  Keep Agents on track with contract dates

  Prepare Amendments

  Send Amendments for signatures

  Any other Miscellaneous Tasks concerning Contract

  Review all documents for signatures

  Confirm Closing

  Get Client ready for Closing

  Receive Title Closing Package

  Send Final Closing Package to Client

  Send Broker Closing Package

 Agent:

  o    Inspection Objection

  o    Title Objection

  o    Due Diligence Objection

  o    Association Docs Objection

  o    Off-Record Title Objection

  o    Appraisal Objection

  o    Loan Objection

 Contact us on how chosing this option will best benefit you

full MANAGEMENT

Transaction Manager: Residential and Commercial

   Set-up Project Management TimeLine

   Scrub contract and counter (any other documents)

   Scrub for signatures

   Pull and upload MLS or Property Record

   Send Buyer’s Information to Title (ask for Wire                      Instructions to be sent to Buyer)

   Order Survey (ILC/ISP) – If Buyer’s responsibility

   Order Inspections

   Send Intro eCalendar and Email to Buyer’s Agent

   Send Contract/Counter to Buyer’s Lender

   Send Intro Email and eCalendar to Buyer

   Gather and Deliver Contract items

   Upload and Deliver Earnest Money to Lender

   Upload Title (and updated Title)

   Send Inspection Resolutions/AE to Title/Lender

   Deliver Survey to Title and Other Agent (If Buyer                  responsible)

   Watch Transaction for contract dates

   Keep Agents on track with contract dates

   Prepare Amendments

   Send Amendments for signatures

   Any other Miscellaneous Tasks concerning Contract

   Review all documents for signatures

   Confirm Closing

   Get Client ready for Closing

   Receive Title Closing Package

   Send Final Closing Package to Client

   Send Broker Closing Package

   Inspection Objection

   Title Objection

   Due Diligence Objection

   Association Docs Objection

   Off-Record Title Objection

   Appraisal Objection

   Loan Objection

  Write-up and deliver for signatures: 

    Inspection Objection

    Title Objection

    Due Diligence Objection

    Association Docs Objection

    Off-Record Title Objection

    Appraisal Objection

    Loan Objection

    Amendments

 Contact us on how chosing this option will best benefit you.  Some pricing may be customized to your needs.

Residential and Commercial 

Listing Management: 

 * Gather Listing Data from Assessor's Office / RE                  Colorado and confirm with client (or deliver to you)

 * Order Pictures to be Taken - (photography billed at            whatever your rate with the photographer is)

 * Input information in MLS for your approval

 * Pre-gather HOA Documents

 * Pre-Complete Disclosures

 * Create Utility Sheet for the property

 * Gather Open House / Showing availability and contact

   information from client to update showing notes.

 Marketing for Listing:  

 * Order & Coordinate Photographer for professional             photos to be taken (photography billed at whatever             your rate with the photographer is)

 * Design 2 page handout

 * Design just listed e-postcard

 * Design just listed postcard for you to send out about         the listing

 * Send out e-postcards to the entire MLS on your

   behalf / blast to your database

 * Pull mailing list for send out of just listed

 * Create FB & Instagram template for the property to           use throughout the life of the listing

 * Strategy Session around roll out of the listing

 Drip System Marketing: 

 * Monthly E-Newsletter focusing on Steamboat (made         within your CRM)

 * Holiday E-Blasts Creation (made in Canva and                   uploaded to your CRM)

 * Social Medial Plan and templates set up in Canva

   (FB & Instagram)

 * Upload your database to your FB to run ads to your            sphere

 * Upload realtors to your database for all ads

 * Map marketing time onto your schedule

 Set-Up Buyer’s Profile: 

 * Set-up Buyer Profile in MLS

 * Work with Buyer to get Pre-Qualified - connect with           your list of preferred vendors

 * CRM Data Input

 * Prepare Exclusive Right to Buy Listing

 * Prepare Definitions of Working Relationship

 * Set-Up Showing Appointments

 * Map onto your schedule
 

  CRM:  

 * Input All Contract

 * Set-Up Contact for Mass Mail

 

 Please call us to customize the right option for you and your TEAM!  

            

 

 

© 2023 by VTM

Virtual Transaction Management

720-989-8202 | 970-291-8175

info@virtualtcmanagement.com

virtualtcmanagement.com

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