The Back Office Behind US Real Estate Teams.
We let the work speak for itself. These are real client engagements, the tools we used, the problems we solved, and the results that followed.
Different Clients. Different Markets.
Pick the one that looks like your business.
Some clients manage rentals, others close sales. Both need the same thing: someone to own the paperwork, the deadlines, and the follow-up without being in the office. Here is exactly how it was handled in each case.
Case Study 1 · Rockford, IL
Running full-cycle leasing and property accounting remotely.
Door to Door Property Management and Realty LLC · Residential Property Management
Client
Door to Door PM
Role
Leasing, TC and Accounting
Started
July 2024
Portfolio
Residential Rentals
The Challenge
A growing rental portfolio with leasing inquiries, showings, applications, and lease paperwork all handled in-house on top of sales-side transactions. Inquiries went unanswered after hours, vacant units sat longer than necessary, and lease documents required repeated back-and-forth before they were right.
What We Handled
Listings created and maintained across MLS and Buildium
Full leasing cycle: inquiries, pre-qualification, showings, screening
Lease drafting and e-signature with error-checked templates
Rent tracking, owner statements, vendor invoices in Buildium and QuickBooks Online
Contract-to-close coordination with agents, title and lenders on the sales side
The Results
End-to-end leasing owned remotely
From listing to signed lease and move-in, all handled without daily oversight from the in-house team.
Faster & cleaner lease execution
Standardised templates cut back-and-forth and eliminated missing-field errors before documents went out.
Books and owners kept current
Rent tracking, owner statements, and vendor invoices maintained accurately every month without gaps.
An ongoing partnership since July 2024
Continuous engagement now over a year old. Consistency and reliability are what kept it going.
Active Client · Since July 2024
Buildium
QuickBooks Online
MLS
DocuSign
Dotloop
Google Workspace
Case Study 2 · Tulsa, OK
Contract-to-close support for a busy Keller Williams Realtor.
Jen Sanders · Keller Williams Realty Advantage · Residential Sales
Client
Jen Sanders, Realtor
Role
TC and Admin Assistant
Started
June 2025
Portfolio
Tulsa, Oklahoma
The Challenge
A producing agent whose time is most valuable in front of clients, not buried in paperwork. Every deal brought a wave of admin: preparing offers and listing agreements, chasing signatures, updating MLS, entering commission disbursements in KW Command, and keeping leads warm in the CRM between transactions.
What We Handled
Listing agreements, offers and leases prepared via DocuSign, Dotloop and Transaction Desk
Offer summaries with key contract details extracted for quick at-a-glance decisions
KW Command entries: commission disbursements, DA entry, splits calculated accurately
MLS listings created and updated with compliant, well-written descriptions
Follow Up Boss CRM management, newsletters, and social media content
The Results
Hours back every week
Paperwork, MLS, and CRM handled remotely, freeing the agent for client appointments and revenue-generating work.
Accurate, on-time closings
Deadline tracking and clean DA entry kept every file compliant and closing-ready without last-minute scrambling.
A pipeline that stays warm
Consistent CRM follow-up and marketing content kept leads engaged between active deals.
A role that grew through trust
Transaction support expanded into full admin and marketing support as the working relationship deepened.
Active Client · Since June 2025
KW Command
MLS
DocuSign
Dotloop
Transaction Desk
Follow Up Boss
Canva
Case Study 1 · Rockford, IL
Running full-cycle leasing and property accounting remotely.
Door to Door Property Management and Realty LLC · Residential Property Management
Client
Door to Door PM
Role
Leasing, TC and Accounting
Started
July 2024
Portfolio
Residential Rentals
The Challenge
A growing rental portfolio with leasing inquiries, showings, applications, and lease paperwork all handled in-house on top of sales-side transactions. Inquiries went unanswered after hours, vacant units sat longer than necessary, and lease documents required repeated back-and-forth before they were right.
What We Handled
Listings created and maintained across MLS and Buildium
Full leasing cycle: inquiries, pre-qualification, showings, screening
Lease drafting and e-signature with error-checked templates
Rent tracking, owner statements, vendor invoices in Buildium and QuickBooks Online
Contract-to-close coordination with agents, title and lenders on the sales side
The Results
End-to-end leasing owned remotely
From listing to signed lease and move-in, all handled without daily oversight from the in-house team.
Faster & cleaner lease execution
Standardised templates cut back-and-forth and eliminated missing-field errors before documents went out.
Books and owners kept current
Rent tracking, owner statements, and vendor invoices maintained accurately every month without gaps.
An ongoing partnership since July 2024
Continuous engagement now over a year old. Consistency and reliability are what kept it going.
Active Client · Since July 2024
Buildium
QuickBooks Online
MLS
DocuSign
Dotloop
Google Workspace
Case Study 2 · Tulsa, OK
Contract-to-close support for a busy Keller Williams Realtor.
Jen Sanders · Keller Williams Realty Advantage · Residential Sales
Client
Jen Sanders, Realtor
Role
TC and Admin Assistant
Started
June 2025
Portfolio
Tulsa, Oklahoma
The Challenge
A producing agent whose time is most valuable in front of clients, not buried in paperwork. Every deal brought a wave of admin: preparing offers and listing agreements, chasing signatures, updating MLS, entering commission disbursements in KW Command, and keeping leads warm in the CRM between transactions.
What We Handled
Listing agreements, offers and leases prepared via DocuSign, Dotloop and Transaction Desk
Offer summaries with key contract details extracted for quick at-a-glance decisions
KW Command entries: commission disbursements, DA entry, splits calculated accurately
MLS listings created and updated with compliant, well-written descriptions
Follow Up Boss CRM management, newsletters, and social media content
The Results
Hours back every week
Paperwork, MLS, and CRM handled remotely, freeing the agent for client appointments and revenue-generating work.
Accurate, on-time closings
Deadline tracking and clean DA entry kept every file compliant and closing-ready without last-minute scrambling.
A pipeline that stays warm
Consistent CRM follow-up and marketing content kept leads engaged between active deals.
A role that grew through trust
Transaction support expanded into full admin and marketing support as the working relationship deepened.
Active Client · Since June 2025
KW Command
MLS
DocuSign
Dotloop
Transaction Desk
Follow Up Boss
Canva
The Common Thread
Both engagements were solved the same way.
Handling everything pulling you away from clients.
Platform-fluent from day one
Buildium, AppFolio, QuickBooks Online, KW Command, MLS, Dotloop, DocuSign, Follow Up Boss and more. No months of training before value shows up.
Process Ownership, Not Task-Taking
Deadlines tracked, parties coordinated, documents right the first time. You delegate the outcome, not just a to-do list.
Long-Term Partnerships
Both clients are ongoing engagements. The strongest proof of reliable delivery is that neither of them has left.