Concierge Service

Your Time Is Precious

Concierge Services helps you get out of the weeds and be a more complete REALTOR®! And the best part is you pay NOTHING until your settlement for our Transaction Coordination & Listing Marketing packages!
You know how your time is best spent – let one of our Concierge Specialists help you get back to spending it wisely.​

Marketing Service Package

  1. Gather signed listing documents from Agent and upload to SkySlope
  2. Contact Agent’s preferred signpost installation company to order signpost and brochure holder (at Agent’s request).
  3. Contact Agent’s preferred photographer to coordinate property shoot and additional services as determined by Agent. The Agent should provide the Concierge Specialist with a window of time that works best for them and their seller(s).
  4. Enter the listing into the MLS. Agent needs to provide all listing details on the property and is responsible for proofing the listing prior to publication.
  5. Update property showing schedule through ShowingTime
  6. Upload docs to the MLS listing – disclosures, conveyance sheet, plats, floor plans, Cardinal Title flyer, etc..
  7. Update Sentrilock by assigning the lockbox to the property.
  8. Ensure that the Agent’s kvCORE account is active and that the property website has been created and posted to the Agent’s Facebook account.
  9. Create property brochure and send to Print Center. (First 30 standard brochures are free.)
  10. Create property flyer. (Flyers can be printed by the Agent at any office location.)
  11. Create and send 200 Open House postcards. (First 200 standard postcards are free.)
  12. Create and send 200 Just Listed OR 200 Just Sold postcards. (First 200 standard postcards are free.)
  13. Change listing status in the MLS at Agent’s direction.
  14. Order signpost removal.
  15. + Transaction Coordination Package

Transaction Package

  1. Confirm all paperwork is fully signed and initialed. Submit paperwork in SkySlope.
  2. Send introductory email to the lender, title company, cooperating agent, and Samson client.
  3. Request any information sheets from the title company and send to client for completion.
  4. Fill out and submit EMD confirmation paperwork.
  5. Order HOA/condo documents and ensure delivery to client per contract.
  6. Note all contingencies, walk-through, and settlement dates. Email the Agent with reminders.
  7. Schedule inspections with preferred vendor (home inspection, radon, well & septic, termite) as directed by the Agent.
  8. Notify the Agent and cooperating agent of upcoming contingencies.
  9. Facilitate the exchange of utility information between the clients.
  10. Fill out the commission disbursement form, send for Agent’s signature, and submit in SkySlope.
  11. Confirm who is purchasing the home warranty, order if needed, and send
    to title company.
  12. Send notifications to Agent and cooperating agent as contingenciesare completed.
  13. Confirm termite inspection is completed and sent to client and title company 2 weeks prior to closing.
  14. Send updates on the files status and note any outstanding tasks that require attention.
  15. Gather all repair receipts and matching with home inspection removal form.
  16. Schedule settlement date and walkthrough with client and confirm with cooperating Agent.
  17. Prepare and send settlement letter to client with what to bring to closing and date/time/location.
  18. Review CD to ensure all credits, commissions, and fees are included and confirm with Agent
  19. Add ALTA/HUD to SkySlope post-closing
  20. Enroll your client in the Client Follow Up program – 23 mailings throughout the next years ($26.60 optional addition).

A La Carte Services

Our Concierge Manager will help you get started with your a la carte pieces. All costs paid up front with your credit card on file.


  • Print Material Package
  • Social Media Package
  • Individual Print items—varying prices (all prices are for the creation, agent pays for printing and mailing)
  • Agent Newsletter—modifying and creating with custom content


  • Set up your kvCORE account and connect it to your social media channels
  • Push through new listings to your social feeds, make sure listing website is created and all leads are going back to agents kvCORE CRM
  • Create a custom URL for the home, change listing website to the URL and order a rider for the sign of the listing


  • Skyslope—Listing agreement, Buyers Agreement, Sales Contract, all forms needed for that transaction (agent must track down the forms)
  • Creating Transaction and filling out Commission Disbursement form
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