services
At Oak & Vine, we believe in clear scope, responsive service, and delivering real results. That’s why we lead with our Transaction Coordination services, built to take your contracts off your plate while still making you look like the most organized agent in the room.
Services That Let You Focus on What You Do Best
seller-side support
Buyer-Side support
You’ve negotiated the deal—now it’s time to hand off the paperwork, timelines, and task tracking to someone who lives for it. I provide full-service transaction coordination for both buyer and seller sides, tailored to how you work and built to make you look like a pro.
Full Service pre-Contract-to-Close Support That Keeps You in Control — Without Doing It All
Full pre-Contract to Close Support
New Construction support
Includes everything in the Seller & Buyer-Side Support plus the following:
- Drafting full Listing Agreement Package or Buyer Rep Agreement (BRBC)
- Issue addenda or amendments to address modifications and revisions
- Issue repair requests and responses
- Issue extensions, Notices to Perform, Demands to Close
- Issue Contingency Removal forms
- All of the above will be drafted from agent exact specifications and emailed to agent for approval before sending for signature
- Schedule inspections & provide buyers with inspection schedule with times, prices and payment types (for Purchases)
Perfect for agents who want to show up ready, polished, and compliant from the start.
full pre-contract to close
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- Review of fully executed contract
- Custom timeline creation with key dates
- Introduction emails to agent, escrow, and lender
- Contingency deadline tracking & reminders
- Coordination of inspections and disclosures
- Management of addenda, repairs, credits, and amendments
- File audit and compliance check before close
buyer -side includes:
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- Initial listing document review and audit
- Compliance review and timeline setup
- Introduction emails to buyer’s agent, escrow, and related parties
- Coordination of disclosures (including NHDs and HOA docs)
- Deadlines tracked and communicated to all parties
- Management of counters, terms modifications, and other key docs
- Full file wrap-up for broker compliance
- No missed signatures, no overlooked docs—just smooth, stress-free closings.
seller-side support
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With 8+ years specializing in California New Construction Real Estate Transactions, we understand the long-term commitment and unique demands these files require.
File Fee is due upfront before work begins and is non-refundable in the event the transaction is canceled, delayed, or falls through.
- Contract review & initial compliance setup
- Timeline tracking for build phases and milestones
- Management of builder disclosures and custom addenda
- Coordination with sales office, escrow, and lender
- Reminders for option deadlines, upgrades, and final walkthroughs
- File updates and compliance support throughout the extended closing window
- Regular communication touch points to keep everything moving
File Fee is due upfront before work begins and is non-refundable in the event the transaction is canceled, delayed, or falls through.
new construction support
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transaction management
additional services
Running a real estate business is already a full-time job.
Marketing, systems, listing logistics, client follow-up, admin? That’s where we come in.
At Oak & Vine Agency, we offer flexible, monthly support that adjusts to your business, so you never have to wonder “who’s handling that?” again.
monthly agent support, made to fit
You tell us how many hours you need—
We take care of the REST.
o&v monthly agent support
how it works
Use your hours for
- Listing marketing & launch prep
- Just Sold/Just Listed Postcards
- Flyer Creation
- Email copywriting + client follow-ups
- CRM updates + database cleanup
- and much more
use your hours for:
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- You choose your monthly hour allotment (min. 5 hours/month)
- Submit requests through your client portal
- We handle the details: on-brand, on time
- Track your time usage transparently
- Unused hours roll over for 30 days
how it works
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- Everything in the Custom Brand Package
- Pre-listing project coordination (scheduling photos, inspections, property prep)
- Vendor coordination with agent oversight (we coordinate, you communicate)
- Timeline & checklist tracking from pre-market to active
- Client-facing updates, emails, and feedback templates provided for you to send
full-service listing package includes:
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For agents who want elevated listing marketing and backend support—without lifting a finger.
We handle the marketing execution and behind-the-scenes coordination so you can focus on your clients.
Common Requests Include:
- Comparative Market Analysis (CMA) template design
- Branded buyer & seller guides
- Just Sold or Farming postcards
- Email campaigns or newsletters
- Open house signage or digital invites
- Custom print or digital collateral to match your brand
custom branding & marketing:
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Marketing Beyond the Listing
Need a polished CMA? A custom buyer guide? A branded postcard for your farm? I offer custom, on-demand marketing support for non-listing-related projects that keep your brand top of mind.
- Active Pipe Templates
- A single social media graphic or flyer
- Caption + hashtag writing
- One-off listing e-blast
- Instagram carousel post
- Email signature refresh
Ideal for one-time help or supplementing your in-house efforts.
a la carte options:
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Need just one thing? I’ve got you.
Not ready for a full package? You can request single items as needed, like:
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WHAT'S INCLUDED
You’re busy selling homes & not creating content. I manage your social media presence so you can stay visible, consistent, and connected to your audience without spending hours online.
This isn’t a post-and-pray approach—it’s consistent, intentional visibility that builds trust and brings in business.
Done-for-You Content That Connects & Converts
what's included:
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social media management