Google Workspace

We can assist with Getting your Workspace account setup:

• Account Setup with Domain

• Adding new users, permission levels, and email alias'

• Setup of email distribution group

• Data Migration

• Onboarding-Offboarding

• Setup of pre-defined Chrome Profiles (so your users have all the bookmarks they need ready to go out of the box)

• and more!

• Click on the Google Workspace image or Google icon in the footer to save some money on your first year subscription along with your free trial.

Google Sites - Public or Private Intranet Portals and Hubs

Setup & creation of Google Sites for public or Intranet use, such us a Human Resources Hub, team collaboration, Real Estate Resources. 

• Collaborate in real time.

• Looks great on any device: phones, tablet, laptops, desktop PCs. 

• Integration with Google Workspace apps.  Calendar, YouTube, Docs, Slides, Maps, Sheets, Forms, Charts.

• Includes carousels, buttons, social media links

• Completely secure and scalable to support many simultaneous users. Maintain control of who can edit content and easily manage permissions. 

Real Estate Operations - Commonwealth of Virginia

Local to the state of Virginia, and Notary Public of the Commonwealth of Virginia, my specialties cover the majority of back office operations, marketing, and graphic design. I am not a licensed agent but have managed back office operations for many years.

• DPOR (Department of Professional and Occupational Regulations

  • Firm & Business Entity Applications

  • Salesperson, Associate Broker, Universal Salesperson Application

  • Routine License Renewal and Education Reminders & Follow Up

• SCC Busines Licenses

• Buyer & Seller Checklists

• Buyer & Seller Consultations

• Marketing & Open House Flyers

• Miss Utility/Sign Orders

• Third Party Vendor Services

• REIN transfers, onboarding/offboarding, monthly & quarterly member audits, data feed reporting.

• Broker Wolf

• GIS Property Research

• Oversee ISAs

• Lead Management & Follow Up.

Follow Up Boss with Ylopo Integration

Advance level experience with Follow Up Boss with Ylopo and Squarespace integration. Additional ISA services also available.

• Onboarding/Offboarding

• Phone Management

• Inbox & Team Line setup

• Advanced setup requiring owner seat access.

• Lead Flows

• Action Plan setup

• Automation Setup

• Email & Text Templates

• Smart List Setup

• Collection Setup 

• Creation of efficient workflows for Agents, ISAs and

• Lender Setup (in Lender Role or Agent Role-for Pond Access)

General & Advance Software Support

We offer general and advance software support for a multitude of software and systems. With over 16 years experience, and a proficiency to pick up new tools quickly, we're confident we can exceed your needs and expectations. Here's a few for reference:

• Standard Office Software (Google, Microsoft, Open Office/Oracle)

• CRM Software (Follow Up Boss, Firepoint, Salesforce, Freshsale)

• Graphic & Web Editing (Wix, Squarespace, some html/css, etc)

• Adobe Acrobat, Dochub, Docusign

• Photoshop, some Illustrator

• Invoice Ninja

• Patriot Software, GNU Cash, some Quickbooks

• Encompass & other mortgage software

General Forms & Standard Operating Procedures

We can create custom forms based on your needs, from general human resource forms, applications, onboarding & offboarding, and whatever other form you may be in need of, including full packets with the typical common employee or 1099 contractor packets

• Applications

• Human Resource forms & Packets (includes current common tax forms)

• Onboarding & Offboarding Forms

• Employee evaluations, inventory, checklists, and more!

• Policy Manuals, Standard Operating Procedures, Training Materials