YOUR INTERESTS | OUR EXPERIENCE | PROVEN RESULTS

AGENT SERVICES
 Coastal Life’s Purpose

We are committed to helping real estate agents

organize, structure and scale their businesses so
they can make more money, enjoy more time off
and experience less stress in their lives.

We accomplish this by providing Coastal Life

agents with a strong support staff, best in class
tools and carefully crafted management systems.

Coastal Life agents are chosen based on their

strong business and personal ethics. It is not
Coastal Life Realty Group’s desire to be the
largest real estate company, but it is our desire to
be the best real estate company in the area.

Coastal Life Realty Group Office: 443-552-7579 info@coastallifeoc.com CoastalLifeOC.com

 Experienced Support Staff

Coastal Life has a full support staff in place to assist our agents and their clients at every step in the real
estate process. We invest considerable resources into our staff so our agents and their clients consistently
receive a high level of service.

Operations Manager - Kate Ulma

Kate has been with Coastal Life Realty Group since its inception and serves as the company’s Operations Manager. Kate
oversees the Listing Department and works with Ryan Evans to ensure Coastal Life Realty Group’s property listings look
and show their best.She is well versed in all of our companies processes, tools and systems. This enables her to assist
Ryan, Terry and Coastal Life agents wherever and whenever needed. Kate’s primary purpose is to ensure Coastal Life
Realty Group clients and agents consistently receive a high level of service.

Listing Coordinator - Ryan Evans

Ryan is Coastal Life Realty Group’s listing coordinator. Ryan coordinates the professional photography, installs signage
and lockboxes, shoots our interactive 3-D virtual tours, prepares property flyers and direct mail campaigns, enters listings
into the Ocean City Multiple Listing Service and more. You can rest assured that when your listings land on Ryan’s desk
the marketing will be completed promptly and will be first class across the board. Ryan’s services will save you a lot of
valuable time to invest in yourself or your business.

Transaction Coordinator - Anna Hobbs

Coastal Life’s transaction coordinator will assist you in managing your transaction from contract to close. The transaction
coordinator acts as the liaison between the buyer, seller, buyer’s agent, seller’s agent, lender and title company. They
ensure all parties to the transaction have all of the information they need and are up to date at all times. Our transaction
coordinators virtually guarantee you and your clients have seamless real estate transactions from start to finish, while
also saving you a lot of time and effort.

Coastal Life Realty Group Office: 443-552-7579 info@coastallifeoc.com CoastalLifeOC.com

 Transaction Processing

Coastal Life Realty Group manages transactions for our

agents. Our experienced support staff manages the entire
process from contract to close. Coastal Life agents handle
contract negotiations and basic communications with their
clients, Coastal Life Realty Group takes care of the rest:

Contract distribution to all parties

Secure and distribute resale packages
Consistent check-ins with lender and title
Promptly address issues that arise
Pay at the Table authorizations
Closing coordination
Settlement statement review
Utility transfers
Electronic document management

Our transaction processing services ensure Coastal Life clients

consistently receive a high level of service. Additionally, they
free up valuable time for our agents to either use personally
or to expand their business.

Coastal Life Realty Group Office: 443-552-7579 info@coastallifeoc.com CoastalLifeOC.com

 Realvolve CRM

Coastal Life transactions and listings are managed through

the Realvolve CRM. Realvolve is a proven CRM that makes
the process of managing transactions and listings more
efficient for all parties involved.

All contact information, files, tasks, communications and

transaction history are conveniently stored in one place

Custom built workflows remind the respective party

what to do and when to do it, ensuring nothing gets
overlooked.

Provides full transparency to Transaction Coordinators

activities and communications

Conveniently connects to DotLoop for full electronic

document management and storage

With our experienced staff and the Realvolve CRM,

Coastal Life agents can rest assured knowing all
necessary transaction tasks have been completed and
that their clients are consistently receiving a high level
of customer service.

Coastal Life Realty Group Office: 443-552-7579 info@coastallifeoc.com CoastalLifeOC.com

 Dotloop

Coastal Life Realty Group utilizes Dotloop for all of our

document management, review and contract submission.
Dotloop’s desktop version and mobile app make it easy to work
listings and transactions in the office or on the go.

All forms, agreements and related documents are stored

in one place
Easily share documents and large files
Dotloop is linked to our transaction management tool
Pre-built listing and contract folders are available with
templated forms
Listings and contracts are submitted via simple
processing forms
Loops are conveniently organized by the Transaction
Coordinators

Realvolve and Dotloop combined make for an efficient

way to manage listings and transactions. Everything the
Transaction Coordinators and Agents need are stored in
one place for convenience and efficiency.

Coastal Life Realty Group Office: 443-552-7579 info@coastallifeoc.com CoastalLifeOC.com

 Listing Coordination

Coastal Life Realty Group manages the listing marketing package referenced in this presentation for our
agents. Coastal Life agents secure a signed listing agreement and Coastal Life Realty Group takes care of
the rest.

Professional Photography Direct Mail Campaigns

Digital Floor Plan Walk-Through Video

3-D Matterport Tour Glossy Full Color Property Flyers

Key Copies and Sentrilock Placement Social Media Marketing Campaign

Exclusive Listing Website Showing Time Set-Up

Install Signage New Listing Email Announcements

Complete and Accurate MLS Placement Custom Market Reports for Client Updates

The listing marketing process starts as soon as the agent knows they are securing a new listing. It is
managed by our two Listing Coordinators through our online transaction management system. The entire
marketing package is completed promptly and thoroughly with high quality marketing materials.

Coastal Life Realty Group Office: 443-552-7579 info@coastallifeoc.com CoastalLifeOC.com

 Basic Listing Services

Below are the basic listing services that

Coastal Life Realty Group takes care of
for our agents. We have streamlined the
processes for each of the items below
in an effort to make them simple and
efficient for all involved.

MLS Input
ShowingTime Set-Up
Sentrilock Tracking

Our staff takes pride in getting things

set-up properly and ensuring all
information is accurate. Coastal Life
Realty Group invests considerable
resources into our staff. As such, they
do not rush and have time to ensure
each task is completed properly and
thoroughly.

Coastal Life Realty Group Office: 443-552-7579 info@coastallifeoc.com CoastalLifeOC.com

 On-Site Marketing

Coastal Life Realty Group takes care of the cumbersome process of on-site marketing for our agents:

Key Copies Sign Rider

Agents drop a key off to the office. The sign rider for the exclusive
The Listing Department makes listing website will be placed at the
several copies and tests them at the property.
property.

Sentrilock Boxes
Sentrilock boxes are provided
for all Coastal Life listings and
serial numbers are tracked in our
transaction management system.

Signage
Coastal Life Realty Group will install
the signage of your choice at the
listing.

Coastal Life Realty Group Office: 443-552-7579 info@coastallifeoc.com CoastalLifeOC.com

 Professional Photography

Buyers consistently rate property photos

as one of the most important factors in
determining which properties they choose
to look at. Numerous studies have shown
that the quality of a listing’s photos will have
a considerable impact on the number of
showings, time on market and quality of offers.

All Coastal Life Realty Group agents receive

professional photography for their listings.
Coastal Life staff can assist in scheduling the
photographer and preparing the property for
the photo session.

The professional photos will then be utilized

throughout the entire marketing campaign for
the property. A link to the photo file is placed
in the marketing section of Coastal Life’s
Transaction Management tool. This makes it
convenient for the agent to access the photos
for any marketing they may want to do on
their own.

Coastal Life Realty Group Office: 443-552-7579 info@coastallifeoc.com CoastalLifeOC.com

 3-D Virtual Tours

Over 90% of Buyers initiate their real estate

search online. There is more competition in
the online real estate space than ever before
and you need unique marketing tools to
make your listings stand out.

Coastal Life Realty Group creates interactive

3-D Matterport tours for all of our agent’s
listings. These immersive 3-D tours enable
Buyers to tour your listing at any time, from
any device and interact with it much as if
they were physically walking through it.

From the Matterport tours we also make

walk-through videos and digital floor plans
for the listing. All of these tools are then
utilized throughout the entire marketing
campaign for your listing.

Matterport 3-D tours will separate your

listings from the competition and make
them and your marketing plan stand out.

Coastal Life Realty Group Office: 443-552-7579 info@coastallifeoc.com CoastalLifeOC.com

 Exclusive Listing Websites

Coastal Life creates exclusive listing websites for each of

our agent’s listings. These listing websites are a great tool
to promote the property across a variety of marketing
channels. The exclusive listing websites feature:

Detailed Property Descriptions

Photo Gallery
3-D Matterport Tour
Walk-Through Video
Maps
Floor Plan
Agent Contact Info

Coastal Life has a sign rider made for each listing

that drives consumers to the listing website. The
exclusive listing websites look great on mobile
devices and prominently feature the listing agent
and their contact information. The listing websites
are also used on Coastal Life property flyers, direct
mail campaigns, new listing announcements and
social media ads.

Coastal Life Realty Group Office: 443-552-7579 info@coastallifeoc.com CoastalLifeOC.com

 Direct Mail Campaigns

Coastal Life agents receive a 150 piece direct

mail campaign for each new listing and sale. The
custom designed postcards are jumbo sized and
prominently feature the agent and their contact
information.

Coastal Life staff creates the postcard for the

agents review and approval. The agent then
provides the staff a list of the buildings, sub-
divisions or areas where they would like the card
sent. Coastal Life staff then prepares the address
list and gets the card sent out.

The postcards are sent within days of the new

listing or property sale. Our direct mail campaigns
are a proven marketing tool that has generated
more business for Coastal Life agents.

Coastal Life Realty Group Office: 443-552-7579 info@coastallifeoc.com CoastalLifeOC.com

 New Listing Announcements

Rather than waiting for agents to find our

new listings Coastal Life Realty Group
puts them directly into their inbox. Our
new listing email announcements drum
up immediate activity on our listings from
active Buyers that are currently in the
market.

Coastal Life’s new listing announcements

feature a relevant header, several photos,
a detailed description, listing agent
contact information and links to all of the
listings first class marketing materials.

If an agent has a client looking for a

property similar to your new listing they
can let them know about it immediately.
Coastal Life Realty Group’s new listing
announcements are another tool that
will set you apart from the competition
and make your listing and marketing plan
stand out.

Coastal Life Realty Group Office: 443-552-7579 info@coastallifeoc.com CoastalLifeOC.com

 Post Closing

As deals approach closing Coastal Life Realty group starts

coordinating the post closing tasks for our agents. This is
another service that saves Coastal Life agents a considerable
amount of time:

Remove signage
Remove lockbox
Drop-off keys to Buyer’s Agent
Pay at the Table authorization
Deliver deposit checks
Post recent sales on multiple sites
Solicit agent reviews if needed
Just Sold postcard campaign

Coastal Life Realty Group Office: 443-552-7579 info@coastallifeoc.com CoastalLifeOC.com

 Basic Agent Services

Dotloop Premium Sentrilock Lockboxes

Errors and Omission

Showing Time
Insurance

Ring Central Phone

Premium Office Space
System

Full Branding Package Custom Marketing Plan

Coastal Life Realty Group Office: 443-552-7579 info@coastallifeoc.com CoastalLifeOC.com

 Premium Office Space

Coastal Life Realty Group’s 75th Street office provides the perfect midtown location. The office has
been completely renovated and is in excellent condition. We have a variety of office options available
depending on your situation and preferences.

Private, semi-private, team and transient Best in-class equipment and office
office options available services

Entire Coastal Life staff is on-site and Storage for signs and other marketing
accessible materials

Multiple conference rooms for client Welcoming lobby, several common

meetings, settlements, etc. areas and sitting rooms

Ample parking for clients, staff and Tech enabled conference rooms for
agents client meetings and presentations.

For a lot of real estate agents, where they work matters. Our Ocean City office provides a great
environment to work in. Coastal Life staff, management and agents are always available to assist you
when needed. Additionally, your clients will have a relaxed and pleasant environment to visit with you in.

Coastal Life Realty Group Office: 443-552-7579 info@coastallifeoc.com CoastalLifeOC.com

 Market Leading Websites

Coastal Life Realty Group offers our agents market leading websites at both the company and agent
level. They are high-end, custom built sites designed around ease of use and useful content. Coastal Life
websites offer best in class tools and functionality for our agents.

www.CoastalLifeOC.com | www.CoastalLifeDelaware.com | agent.CoastalLifeOC.com

Once an agent’s lead or client is entered into the website CRM that lead or client will stay “attached” to
the respective agent throughout the entire Coastal Life system of websites and related functionality. The
agent sites feature the respective agent exclusively and provide the opportunity for customization.

Coastal Life Realty Group Office: 443-552-7579 info@coastallifeoc.com CoastalLifeOC.com

 Coastal Life Website Tools

Coastal Life websites have a full Customer Relationship

Management (CRM) tool built into them that makes managing
leads and contacts easy, efficient and effective:

See when your clients visited and what properties they

looked at
Set-up custom searches, market updates and new listing
alerts
Email clients custom lists of properties directly from the
website
Property Tracker accounts help your clients organize their
real estate search
Communicate with clients directly from site and track history
Full library of useful content for lead conversion, follow-up
and nurture
Action plans, dialers, drip campaigns, text campaigns and
more

Coastal Life websites are tied directly to the MLS and custom
built to cater to our real estate market. The website developers
and Coastal Life Realty Group are constantly innovating to
ensure we stay ahead of the curve and our competition.

Coastal Life Realty Group Office: 443-552-7579 info@coastallifeoc.com CoastalLifeOC.com

 Market Reports

In order to help our agents stay in touch with their

clients and bring value to them we provide two
useful real estate market reports:

Custom Website Reports

Coastal Life websites provide the ability to
prepare custom market reports based on virtually
any criteria available in the MLS. Create reports
based on property type, size, location, amenities
and more. The report then tracks active, pending
and sold listings based on this criteria and is
emailed automatically on a predetermined
schedule.

Bi-Monthly Ocean City Report

Our Ocean City Real Estate Report tracks all key
market statistics with listing data pulled directly
from Bright MLS. The detailed report is prepared
by Coastal Life Management bi-monthly and
emailed out on our agent’s behalf to a database
of their choosing.

Coastal Life Realty Group Office: 443-552-7579 info@coastallifeoc.com CoastalLifeOC.com

 Social Media Marketing

Love it or hate it, social media has proven to be an effective

marketing platform. It tends to be a longer term play and as
such, often gets overlooked by real estate agents. To help
with this Coastal Life Realty Group assists our agents with
their social media marketing:

New listings are posted on both company

and agent profiles
Recent sales are posted on both company
and agent profiles
Recent sales are also posted to company
websites, Zillow and other sites
Coastal Life can assist with soliciting agent
reviews after the sale is complete
Coastal Life’s social media also features local
information and real estate content

Facebook Ad Tool
Through our website providers we have the ability to do
advanced Facebook marketing that enables us to re-target
the large volume of website traffic we generate. New listings
can be leveraged to generate leads through Facebook that
are automatically set-up in the agent’s account with new
listing updates and a drip campaign running.

Coastal Life Realty Group Office: 443-552-7579 info@coastallifeoc.com CoastalLifeOC.com

 Coastal Life Cares

Helping the local community has always

been a passion for Coastal Life Realty Group.
Out of that passion the Coastal Life Cares
Foundation was established to assist those
with urgent needs in our local community.

We are fortunate to live in such a great

community and feel we have an obligation
to give back to it. Coastal Life Realty
Group donates a portion of every real
estate transaction to the Coastal Life Cares
Foundation to support local charities and help
people in need.

Coastal Life Realty Group Office: 443-552-7579 info@coastallifeoc.com CoastalLifeOC.com