We are here to help you retain and grow your investor base through a professional client focussed approach. Communication is key and unearthing pain points early is often the first step on the road to success.
Account Management
Service calls & distribution of newsletters to all investors. Relationship management and continued communication are key to client retention.
Service Improvement
There is always room for improvement. We will provide you with an investor wish list of service improvements resulting from our Account Management.
Report
A detailed report will be provided with solutions to remedy pain points and suggestions for future improvements.
Database
Adding value to your database by providing commentary on each investor for account management.
Action Plan
Providing you a detailed 3-6 month action plan derived from service calls aiding in investor retention.
Relationship Building
We ensure our approach towards your investors is not only professional but personable and relatable.
Learn about our insights and experiences with dealing with investors and how a little kindness and compassion goes a long way.
Our clients testify to our depth of knowledge and support services.
Luwin Group
Manager / Owner
"I met with Kelley and was impressed with her professionalism. Kelley immediately retrieved four properties but more importantly has projected immense goodwill to other investors that have not yet moved back to us. I will continue to engage Kelley’s services and highly recommend that you try yourself."
Airlie Apartments
Manager
"Kelly is a gem and is the person you can't do without when you are working on your own and require that expertise to tweak everything. Well done Kelley, you have been my guardian angel to selling real estate."
La Hacienda Property Manager
Property Manager
"Kelley was able to reach our outside investors on a level that we just couldn’t achieve. The results were immediate and we were able to bring several investors back into our letting pool. It really is a no brainer. To say we recommend Kelley is an understatement."
The Hudson on Albion Hill
Property Manager
“Working with Kelley was a great experience, Kelley always responded promptly to our emails and worked us through the entire sales process which was efficient and professional. “
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